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IDEX
IEX

Overview Fund Activity

300 hedge funds and large institutions have $6B invested in IDEX in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
101
Reduced
119
Closed
21
Calls
$52.9M
Puts
$56.8M
Net Calls
-$3.87M
Net Calls Change
+$1.49M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$84.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$43.6M
4
SGAM
4
Smith Group Asset Management
Texas
$25.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$352M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$18.5M
2
Jennison Associates
2
Jennison Associates
New York
$293M
3
FPP
3
Findlay Park Partners
United Kingdom
$37.9M
4
FAM
4
Fenimore Asset Management
New York
$68.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
51
Smith Group Asset Management
Texas
$25.8M +$25.8M +350,000 New
TAM
52
Tocqueville Asset Management
New York
$25.2M -$5.54M -75,000 -18%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$25.1M +$9.36M +127,111 +59%
Principal Financial Group
54
Principal Financial Group
Iowa
$24.1M +$666K +9,015 +3%
HCM
55
Hahn Capital Management
California
$23.9M -$1.79M -24,204 -7%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$23M -$463K -6,265 -2%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$21.9M -$2.77M -37,518 -11%
Prudential Financial
58
Prudential Financial
New Jersey
$21.1M +$3.8M +51,450 +22%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$19.5M +$12.9M +174,743 +194%
Bank of America
60
Bank of America
North Carolina
$19M +$13M +176,093 +218%
CIP
61
Champlain Investment Partners
Vermont
$18.5M -$70.5M -954,195 -79%
BIM
62
BlackRock Investment Management
Delaware
$18.2M +$1.11M +14,985 +6%
Barclays
63
Barclays
United Kingdom
$18.1M +$16.8M +229,833 +1,303%
First Trust Advisors
64
First Trust Advisors
Illinois
$17.7M +$11.6M +156,541 +189%
IAMU
65
Impax Asset Management (UK)
United Kingdom
$16.7M +$288K +3,900 +2%
BG
66
BlackRock Group
United Kingdom
$16.7M +$1.02M +13,808 +7%
GC
67
Guggenheim Capital
Illinois
$16.6M +$6.86M +92,900 +70%
NTCOC
68
Northern Trust Company of Connecticut
Connecticut
$16.4M +$1.55M +21,024 +10%
JHIU
69
Janus Henderson Investors US
Colorado
$16.2M +$13.4M +180,900 +466%
TA
70
Teachers Advisors
New York
$16.2M +$4.62M +62,504 +40%
EAM
71
EULAV Asset Management
Florida
$15.4M +$266K +3,600 +2%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$14.6M +$7.38M +100,000 +102%
Charles Schwab
73
Charles Schwab
California
$13.8M +$1.52M +20,619 +12%
EAM
74
Edge Asset Management
Washington
$13.6M -$9.51M -128,816 -41%
Invesco
75
Invesco
Georgia
$13.5M +$9.22M +124,850 +215%
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