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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
51
Champlain Investment Partners
Vermont
$23.7M +$3.13M +37,740 +15%
EAM
52
Edge Asset Management
Washington
$22.6M -$3.44M -41,474 -13%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$21.7M +$5.26M +63,420 +32%
Citadel Advisors
54
Citadel Advisors
Florida
$20.7M +$3.93M +47,423 +23%
Invesco
55
Invesco
Georgia
$20.5M +$938K +11,316 +5%
Charles Schwab
56
Charles Schwab
California
$19.6M +$1.04M +12,573 +6%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$18.8M -$16.6K -200 -0.1%
BIM
58
BlackRock Investment Management
Delaware
$18.7M -$895K -10,798 -5%
Ameriprise
59
Ameriprise
Minnesota
$17.1M -$3.03M -36,502 -15%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.6M -$2.53M -30,517 -13%
TCIM
61
TIAA CREF Investment Management
New York
$15M +$1.58M +19,041 +12%
TA
62
Teachers Advisors
New York
$14.9M +$763K +9,200 +5%
GC
63
Guggenheim Capital
Illinois
$14.8M +$1.18M +14,272 +9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$13.8M +$1.76M +21,205 +15%
RJA
65
Raymond James & Associates
Florida
$13.5M -$788K -9,503 -6%
BKBG
66
BHF Kleinwort Benson Group
Belgium
$12.7M +$11.4M +137,671 +915%
AIG
67
American International Group
New York
$12.2M -$96K -1,158 -0.8%
Truist Financial
68
Truist Financial
North Carolina
$12.1M -$1.14M -13,721 -9%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$11.6M -$166K -2,000 -1%
BA
70
BlackRock Advisors
Delaware
$11.3M -$224K -2,702 -2%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$11.3M +$18.4K +222 +0.2%
RS
72
Robeco Schweiz
Switzerland
$11.2M -$37K -443 -0.3%
NC
73
Nicholas Company
Wisconsin
$11.2M +$59.3K +715 +0.5%
HIC
74
Harvey Investment Company
Kentucky
$10.9M +$92.4K +1,115 +0.9%
GIM
75
GCA Investment Management
New York
$10.8M -$1.66M -20,000 -13%
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