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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$23.2M 282,608 -3,843 -1%
AI
52
Ariel Investments
Illinois
$22.1M 269,174 -70,638 -21%
EAM
53
Edge Asset Management
Washington
$21.9M 267,198 -5,220 -2%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$21.1M 256,791 -4,500 -2%
BIM
55
BlackRock Investment Management
Delaware
$19M 231,296 +5,620 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$18.3M 222,900 -4,400 -2%
TCIM
57
TIAA CREF Investment Management
New York
$17.2M 209,043 +28,641 +16%
Ameriprise
58
Ameriprise
Minnesota
$17M 207,547 +945 +0.5%
Morgan Stanley
59
Morgan Stanley
New York
$16.8M 204,259 +96,919 +90%
Charles Schwab
60
Charles Schwab
California
$16.6M 201,724 -34,850 -15%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.3M 198,517 -1,424 -0.7%
GC
62
Guggenheim Capital
Illinois
$14.4M 175,613 -2,499 -1%
Zurich Cantonal Bank
63
Zurich Cantonal Bank
Switzerland
$13.9M 169,362 +45,901 +37%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$13.2M 161,079 -4,994 -3%
TA
65
Teachers Advisors
New York
$13M 158,647 -20,550 -11%
RJA
66
Raymond James & Associates
Florida
$12.6M 153,289 -9,915 -6%
AIG
67
American International Group
New York
$12M 146,429 -200 -0.1%
BA
68
BlackRock Advisors
Delaware
$11.4M 138,464 +1,617 +1%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$11.3M 138,093 +1,890 +1%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$11.3M 138,000 -2,000 -1%
O
71
OppenheimerFunds
New York
$11.2M 136,312 +132,679 +3,652%
NC
72
Nicholas Company
Wisconsin
$11M 134,580 – –
RS
73
Robeco Schweiz
Switzerland
$10.9M 134,802 +606 +0.5%
HIC
74
Harvey Investment Company
Kentucky
$10.8M 131,388 +70 +0.1%
Truist Financial
75
Truist Financial
North Carolina
$10.7M 129,854 -15,973 -11%
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