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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$27.6M -$8.68M -76,788 -24%
GC
52
Guggenheim Capital
Illinois
$25.7M +$2.85M +25,178 +12%
TCIM
53
TIAA CREF Investment Management
New York
$24.1M +$10.6M +93,431 +78%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$24.1M +$24.1M +213,008 New
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M -$94.5K -836 -0.4%
UBS AM
56
UBS AM
Illinois
$21.1M +$11.9M +105,480 +129%
Wells Fargo
57
Wells Fargo
California
$21.1M -$114K -1,005 -0.5%
Franklin Resources
58
Franklin Resources
California
$20.9M +$20.9M +185,300 New
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$20.8M +$735K +6,500 +4%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$20.2M +$1.14M +10,080 +6%
RJA
61
Raymond James & Associates
Florida
$19.9M +$1.02M +9,000 +5%
First Trust Advisors
62
First Trust Advisors
Illinois
$19.4M +$4.96M +43,856 +34%
AI
63
Ariel Investments
Illinois
$18.6M -$3.57M -31,559 -16%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$17.8M -$439K -3,885 -2%
AIG
65
American International Group
New York
$17.7M +$459K +4,060 +3%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$17.6M -$2.47M -21,880 -12%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$17.4M +$17.4M +153,896 New
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$17.3M -$696K -6,158 -4%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$16.1M -$931K -8,238 -5%
RS
70
Robeco Schweiz
Switzerland
$15.8M -$123K -1,100 -0.8%
Morgan Stanley
71
Morgan Stanley
New York
$15.7M -$14.6M -129,305 -48%
CRC
72
Curi RMB Capital
Illinois
$15.3M +$15.3M +135,770 New
HIC
73
Harvey Investment Company
Kentucky
$14.5M -$199K -1,760 -1%
Asset Management One
74
Asset Management One
Japan
$14.5M +$12.2M +108,558 +540%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$14.2M +$3.21M +28,400 +29%
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