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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Hahn Capital Management
California
$24.9M -$2.32M -29,742 -9%
EAM
52
Edge Asset Management
Washington
$22.8M +$3.05M +39,151 +15%
TCIM
53
TIAA CREF Investment Management
New York
$22.6M -$12.8M -164,659 -36%
MAA
54
Managed Account Advisors
New Jersey
$22.1M -$220K -2,825 -1%
BG
55
BlackRock Group
United Kingdom
$21.6M +$1.49M +19,205 +7%
GAM
56
Gotham Asset Management
New York
$21.1M -$14.1M -181,140 -40%
JHIU
57
Janus Henderson Investors US
Colorado
$20.8M -$2.3M -29,600 -10%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$19.8M -$6.22M -85,700 -24%
BIM
59
BlackRock Investment Management
Delaware
$18.5M -$380K -4,887 -2%
Invesco
60
Invesco
Georgia
$18.4M +$504K +6,475 +3%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$16.2M -$3.57M -45,835 -18%
PPA
62
Parametric Portfolio Associates
Washington
$14.9M -$633K -8,130 -4%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$14.3M -$467K -6,000 -3%
EAM
64
EULAV Asset Management
Florida
$14.2M -$2.48M -31,800 -15%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$14M -$6.61M -84,872 -32%
Deutsche Bank
66
Deutsche Bank
Germany
$14M -$1.77M -22,716 -11%
GC
67
Guggenheim Capital
Illinois
$13.7M -$4.52M -58,008 -25%
Charles Schwab
68
Charles Schwab
California
$13.3M -$14.8M -190,503 -53%
RS
69
Robeco Schweiz
Switzerland
$13.3M +$2.19M +27,907 +20%
GT
70
Glenmede Trust
Pennsylvania
$12.3M +$10.7M +137,375 +676%
AIG
71
American International Group
New York
$12M -$399K -5,121 -3%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$11.7M +$112K +1,438 +1%
Truist Financial
73
Truist Financial
North Carolina
$11.7M +$915K +11,753 +9%
RJA
74
Raymond James & Associates
Florida
$11.4M +$172K +2,210 +2%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$11.4M +$3.83M +49,200 +51%
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