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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
BlackRock Advisors
Delaware
$12.2M – – –
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.9M -$2.03M -25,086 -15%
RA
78
Royce & Associates
New York
$11.6M +$178K +2,200 +2%
First Trust Advisors
79
First Trust Advisors
Illinois
$11.6M -$7.3M -90,473 -39%
Bank of America
80
Bank of America
North Carolina
$11.2M +$175K +2,163 +2%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M – – –
PAM
82
Panagora Asset Management
Massachusetts
$10.9M +$2.34M +28,937 +27%
FQ
83
First Quadrant
California
$10.8M +$178K +2,200 +2%
HIC
84
Harvey Investment Company
Kentucky
$10.7M – – –
TD Asset Management
85
TD Asset Management
Ontario, Canada
$10.7M +$242K +3,000 +2%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$10.4M -$229K -2,836 -2%
Truist Financial
87
Truist Financial
North Carolina
$10.2M +$555K +6,868 +6%
EBIM
88
Eagle Boston Investment Management
Massachusetts
$10.1M -$175K -2,165 -2%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$9.92M – – –
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$9.11M -$1.14M -14,131 -11%
Nuveen Asset Management
91
Nuveen Asset Management
Illinois
$8.73M +$4.44M +55,010 +104%
ICM
92
IronBridge Capital Management
Illinois
$8.66M -$541K -6,700 -6%
SBH
93
Segall Bryant & Hamill
Illinois
$8.5M +$2.28M +28,210 +37%
CIS
94
Capital International Sarl
California
$8.4M +$307K +3,800 +4%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.39M -$1.17M -14,549 -12%
CI
96
Capital International
California
$8.33M – – –
SIA
97
Sit Investment Associates
Minnesota
$8.17M -$56.5K -700 -0.7%
Axa
98
Axa
France
$7.91M +$2.36M +29,223 +43%
CEP
99
Chicago Equity Partners
Illinois
$7.83M -$2.74M -33,940 -26%
STCG
100
Speece Thorson Capital Group
Minnesota
$7.4M -$60.6K -750 -0.8%
2 3
4
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