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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
26
Geneva Capital Management
Wisconsin
$64.4M -$3.85M -47,689 -6%
Wells Fargo
27
Wells Fargo
California
$62.1M +$1.5M +18,608 +2%
Artisan Partners
28
Artisan Partners
Wisconsin
$59.8M +$9.91M +122,800 +20%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$57.8M -$8.7M -107,743 -13%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$57.3M +$5.28M +65,444 +10%
Allianz Asset Management
31
Allianz Asset Management
Germany
$56.1M +$8.74M +108,260 +18%
Northern Trust
32
Northern Trust
Illinois
$53.8M -$14.8M -183,637 -22%
Goldman Sachs
33
Goldman Sachs
New York
$51.3M -$12.1M -150,038 -19%
Ameriprise
34
Ameriprise
Minnesota
$49.2M -$5.46M -67,591 -10%
FPA
35
First Pacific Advisors
California
$46M – – –
AI
36
Ariel Investments
Illinois
$44.9M -$23.1M -286,200 -34%
Brown Advisory
37
Brown Advisory
Maryland
$44.7M -$280K -3,464 -0.6%
NFA
38
Nationwide Fund Advisors
Ohio
$41.1M +$179K +2,221 +0.4%
BTS
39
BB&T Securities
Virginia
$40.4M +$3.84M +4,757 +11%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$38.1M -$8.91M -110,342 -19%
TCIM
41
TIAA CREF Investment Management
New York
$38.1M -$2.51M -31,098 -6%
Prudential Financial
42
Prudential Financial
New Jersey
$36.4M +$4.83M +59,866 +15%
VBA
43
Van Berkom & Associates
Quebec, Canada
$33.6M +$309K +3,832 +0.9%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$33.2M +$58.9K +729 +0.2%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$32.3M -$127K -1,575 -0.4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$32.1M +$950K +11,771 +3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$28.9M -$226K -2,800 -0.8%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$28.8M +$20.3K +251 +0.1%
Charles Schwab
49
Charles Schwab
California
$28.6M +$4.12M +51,080 +17%
SGAM
50
Smith Group Asset Management
Texas
$28.3M – – –
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