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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 %
SGAM
51
Smith Group Asset Management
Texas
$25.5M 350,000 – –
Principal Financial Group
52
Principal Financial Group
Iowa
$24.1M 330,635 +4,424 +1%
HCM
53
Hahn Capital Management
California
$23.8M 325,888 +2,552 +0.8%
JHIU
54
Janus Henderson Investors US
Colorado
$23.7M 324,800 +105,100 +48%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$22.6M 309,517 -1,322 -0.4%
Charles Schwab
56
Charles Schwab
California
$22.1M 302,561 +115,130 +61%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$20.2M 276,508 -19,940 -7%
BG
58
BlackRock Group
United Kingdom
$19.8M 271,031 +45,402 +20%
Deutsche Bank
59
Deutsche Bank
Germany
$18.9M 259,128 -330,705 -56%
Morgan Stanley
60
Morgan Stanley
New York
$18.6M 255,310 +168,772 +195%
BIM
61
BlackRock Investment Management
Delaware
$18M 247,166 +840 +0.3%
First Trust Advisors
62
First Trust Advisors
Illinois
$17.1M 234,457 -5,002 -2%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$16.7M 228,713 -35,930 -14%
GC
64
Guggenheim Capital
Illinois
$16.6M 227,275 +2,024 +0.9%
TA
65
Teachers Advisors
New York
$16M 218,885 -592 -0.3%
Invesco
66
Invesco
Georgia
$15.5M 212,992 +29,954 +16%
EAM
67
EULAV Asset Management
Florida
$15.3M 210,250 +2,000 +1%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$15.3M 209,400 +11,400 +6%
IAMU
69
Impax Asset Management (UK)
United Kingdom
$14.3M 195,785 -30,250 -13%
EAM
70
Edge Asset Management
Washington
$13.9M 190,530 +6,148 +3%
PPA
71
Parametric Portfolio Associates
Washington
$13.2M 180,675 +1,361 +0.8%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$13.1M 179,618 +179,618 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$12.6M 172,910 +18,444 +12%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M 172,453 -5,785 -3%
RS
75
Robeco Schweiz
Switzerland
$12.3M 172,051 -5,342 -3%
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