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IDEX
IEX

Overview Fund Activity

312 hedge funds and large institutions have $5.8B invested in IDEX in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
113
Reduced
120
Closed
18
Calls
$22.6M
Puts
$39.4M
Net Calls
-$16.9M
Net Calls Change
-$13M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$109M
2
GAM
2
Gotham Asset Management
New York
$29M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$167M
4
Northern Trust
4
Northern Trust
Illinois
$62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$13.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$225M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
WRF
3
Waddell & Reed Financial
Kansas
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$57.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
26
Geneva Capital Management
Wisconsin
$61.6M 845,587 -18,076 -2%
AI
27
Ariel Investments
Illinois
$61.4M 841,736 -274,678 -25%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$60M 823,515 -1,200 -0.1%
Goldman Sachs
29
Goldman Sachs
New York
$57.3M 785,515 -364,743 -32%
Wells Fargo
30
Wells Fargo
California
$54.7M 750,731 -23,132 -3%
Ameriprise
31
Ameriprise
Minnesota
$49.4M 677,379 -172,237 -20%
Norges Bank
32
Norges Bank
Norway
$48.7M 667,580 – –
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$46.9M 643,690 -339,600 -35%
Artisan Partners
34
Artisan Partners
Wisconsin
$45M 617,584 -2,145 -0.3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$42.8M 586,593 -13,105 -2%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$42.4M 581,724 -1,248 -0.2%
FPA
37
First Pacific Advisors
California
$41.5M 569,350 -29,200 -5%
Brown Advisory
38
Brown Advisory
Maryland
$40.6M 557,319 +4,799 +0.9%
NFA
39
Nationwide Fund Advisors
Ohio
$36.9M 506,537 -2,940 -0.6%
TCIM
40
TIAA CREF Investment Management
New York
$36.6M 502,386 +97,215 +24%
BTS
41
BB&T Securities
Virginia
$33M 45,304 +4,487 +11%
VBA
42
Van Berkom & Associates
Quebec, Canada
$30.1M 412,580 -2,502 -0.6%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$29.9M 410,466 +16,494 +4%
MPIA
44
Mountain Pacific Investment Advisers
Idaho
$29.3M 401,391 +3,725 +0.9%
GAM
45
Gotham Asset Management
New York
$29M 397,993 +254,259 +177%
Prudential Financial
46
Prudential Financial
New Jersey
$28.5M 390,854 +104,530 +37%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$28.1M 385,538 – –
MAA
48
Managed Account Advisors
New Jersey
$26.9M 368,896 -29,452 -7%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$26M 356,026 -125 -0%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$25.6M 360,700 +19,300 +6%
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