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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$21M +$681K +8,890 +3%
CIP
52
Champlain Investment Partners
Vermont
$19M +$2.2M +28,740 +13%
Ameriprise
53
Ameriprise
Minnesota
$18.6M -$204K -2,659 -1%
BIM
54
BlackRock Investment Management
Delaware
$18.1M -$158K -2,064 -0.9%
Invesco
55
Invesco
Georgia
$18.1M +$1.79M +23,430 +11%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.7M -$168K -2,187 -0.9%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$17.4M -$46K -600 -0.3%
Charles Schwab
58
Charles Schwab
California
$17.2M +$1.01M +13,163 +6%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$15.6M +$48.3K +631 +0.3%
Fidelity International
60
Fidelity International
Bermuda
$15.5M +$15.5M +202,838 New
Citadel Advisors
61
Citadel Advisors
Florida
$15.5M +$14.2M +185,479 +1,077%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$15.2M +$10.7M +139,080 +237%
RJA
63
Raymond James & Associates
Florida
$13.2M -$911K -11,892 -6%
TA
64
Teachers Advisors
New York
$13M +$981K +12,802 +8%
GC
65
Guggenheim Capital
Illinois
$12.6M +$107K +1,394 +0.9%
TCIM
66
TIAA CREF Investment Management
New York
$12.4M -$419K -5,469 -3%
Truist Financial
67
Truist Financial
North Carolina
$12.2M -$83.5K -1,090 -0.7%
GIM
68
GCA Investment Management
New York
$11.5M +$11.5M +150,000 New
AIG
69
American International Group
New York
$11.3M -$452K -5,902 -4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$170K +2,215 +2%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$10.9M +$613K +8,000 +6%
BA
72
BlackRock Advisors
Delaware
$10.7M +$550K +7,181 +5%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$10.4M +$177K +2,304 +2%
RS
74
Robeco Schweiz
Switzerland
$10.4M -$169K -2,195 -2%
LM
75
Luminus Management
Texas
$10.3M -$11.5M -149,972 -53%
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