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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
FAMT
1
Fenimore Asset Management Trust
New York
$75.9M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$143M
3
NFA
3
Nationwide Fund Advisors
Ohio
$28.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.1M
5
SAM
5
Southernsun Asset Management
Tennessee
$109M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$22.8M 34,935 +1,919 +6%
HCM
52
Hahn Capital Management
California
$22.7M 347,540 +86,767 +33%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$21.9M 336,163 +3,741 +1%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$21.8M 333,966 -57,349 -15%
Principal Financial Group
55
Principal Financial Group
Iowa
$20.7M 317,196 +51,351 +19%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$20.7M 317,104 -1,352 -0.4%
EAM
57
Edge Asset Management
Washington
$18.7M 313,198 +158,209 +102%
RS
58
Robeco Schweiz
Switzerland
$16.9M 260,600 -51,887 -17%
Prudential Financial
59
Prudential Financial
New Jersey
$15.3M 234,874 +24,238 +12%
BIM
60
BlackRock Investment Management
Delaware
$15.1M 231,341 +20,749 +10%
IAMU
61
Impax Asset Management (UK)
United Kingdom
$14.5M 222,135 -8,700 -4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$14M 214,289 +2,603 +1%
BG
63
BlackRock Group
United Kingdom
$13.8M 211,821 -12,667 -6%
EAM
64
EULAV Asset Management
Florida
$13.4M 204,650 +3,400 +2%
NTCOC
65
Northern Trust Company of Connecticut
Connecticut
$13.2M 201,678 -12,478 -6%
UBS AM
66
UBS AM
Illinois
$12.5M 190,812 – –
Deutsche Bank
67
Deutsche Bank
Germany
$12M 183,930 -17,518 -9%
PPA
68
Parametric Portfolio Associates
Washington
$11.9M 183,041 +9,983 +6%
NC
69
Nicholas Company
Wisconsin
$11.6M 178,025 – –
JIC
70
Johnson Investment Counsel
Ohio
$11.4M 174,783 +16,020 +10%
BA
71
BlackRock Advisors
Delaware
$11.3M 173,200 -1,004 -0.6%
AIG
72
American International Group
New York
$11.2M 172,287 -945 -0.5%
Charles Schwab
73
Charles Schwab
California
$11.1M 166,812 +58,011 +53%
STCG
74
Speece Thorson Capital Group
Minnesota
$10.6M 163,165 -2,250 -1%
RJA
75
Raymond James & Associates
Florida
$10.6M 163,177 +2,832 +2%
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