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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Artisan Partners
26
Artisan Partners
Wisconsin
$51.1M -$2.52M -34,776 -5%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$48.5M -$3.29M -45,457 -6%
Norges Bank
28
Norges Bank
Norway
$48.3M -$48.3M -667,580 -50%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$48M -$3.35M -46,300 -7%
Goldman Sachs
30
Goldman Sachs
New York
$47M +$1.02M +14,066 +2%
GCM
31
Geneva Capital Management
Wisconsin
$46.5M -$11.2M -154,753 -19%
FPA
32
First Pacific Advisors
California
$41.2M – – –
AI
33
Ariel Investments
Illinois
$40.1M -$89.4K -1,235 -0.2%
Brown Advisory
34
Brown Advisory
Maryland
$39.4M -$676K -9,335 -2%
Wells Fargo
35
Wells Fargo
California
$39.4M -$16.3M -225,027 -29%
Principal Financial Group
36
Principal Financial Group
Iowa
$39.3M +$14.9M +206,365 +61%
Allianz Asset Management
37
Allianz Asset Management
Germany
$37.1M -$13.2M -182,630 -26%
BTS
38
BB&T Securities
Virginia
$35.4M -$790K -1,091 -2%
VBA
39
Van Berkom & Associates
Quebec, Canada
$33.1M +$2.96M +40,836 +10%
TCIM
40
TIAA CREF Investment Management
New York
$32.9M -$1.17M -16,188 -3%
GAM
41
Gotham Asset Management
New York
$32.7M +$10.3M +141,868 +46%
NFA
42
Nationwide Fund Advisors
Ohio
$32.7M -$4.14M -57,196 -11%
Ameriprise
43
Ameriprise
Minnesota
$30.2M -$13.9M -191,907 -31%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$29.8M +$62.7K +866 +0.2%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$27.3M -$1.61M -22,180 -6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$26.7M -$2.02M -27,900 -7%
Charles Schwab
47
Charles Schwab
California
$26.1M +$532K +7,348 +2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$25.9M +$21.7K +300 +0.1%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$25.9M +$78.7K +1,088 +0.3%
SGAM
50
Smith Group Asset Management
Texas
$25.5M +$151K +2,090 +0.6%
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