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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$764M
5
EAM
5
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M
4
CGT
4
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gotham Asset Management
New York
$21.1M +$544K +7,169 +3%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$19.8M – – –
MAA
53
Managed Account Advisors
New Jersey
$18.8M -$2.76M -36,343 -13%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4M +$7.5M +98,889 +69%
Invesco
55
Invesco
Georgia
$18.1M +$246K +3,243 +1%
BIM
56
BlackRock Investment Management
Delaware
$17.9M -$157K -2,064 -0.9%
Principal Financial Group
57
Principal Financial Group
Iowa
$17.5M -$22.7M -299,297 -57%
JHIU
58
Janus Henderson Investors US
Colorado
$17.2M -$3.03M -40,000 -15%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$15.6M -$127K -1,680 -0.8%
TCIM
60
TIAA CREF Investment Management
New York
$15.3M -$6.72M -88,580 -30%
PPA
61
Parametric Portfolio Associates
Washington
$15.3M +$744K +9,815 +5%
Charles Schwab
62
Charles Schwab
California
$14.5M +$1.53M +20,205 +12%
Prudential Financial
63
Prudential Financial
New Jersey
$14.2M -$10.7M -140,900 -43%
Deutsche Bank
64
Deutsche Bank
Germany
$14.1M +$466K +6,150 +3%
GC
65
Guggenheim Capital
Illinois
$13.6M +$322K +4,244 +2%
RS
66
Robeco Schweiz
Switzerland
$12.1M -$835K -10,951 -6%
AIG
67
American International Group
New York
$11.8M +$76.4K +1,008 +0.7%
EAM
68
EULAV Asset Management
Florida
$11.7M -$2.15M -28,300 -15%
Truist Financial
69
Truist Financial
North Carolina
$11.4M +$10.8K +143 +0.1%
RJA
70
Raymond James & Associates
Florida
$11.4M +$243K +3,206 +2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$11.2M -$197K -2,597 -2%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$10.9M -$3.03M -40,000 -22%
BA
73
BlackRock Advisors
Delaware
$10.5M -$402K -5,300 -4%
NC
74
Nicholas Company
Wisconsin
$10.2M – – –
HIC
75
Harvey Investment Company
Kentucky
$9.98M +$56.9K +750 +0.6%
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