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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 %
NC
76
Nicholas Company
Wisconsin
$10.3M – – –
HIC
77
Harvey Investment Company
Kentucky
$9.98M -$122K -1,587 -1%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$9.48M – – –
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$9.44M -$517K -6,747 -5%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$8.95M +$3.03M +39,595 +51%
SEI Investments
81
SEI Investments
Pennsylvania
$8.71M +$8.2M +107,059 +1,615%
UBS AM
82
UBS AM
Illinois
$8.23M +$53.1K +693 +0.6%
ICM
83
IronBridge Capital Management
Illinois
$8.2M -$35.2K -460 -0.4%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$8.1M +$127K +1,662 +2%
RA
85
Royce & Associates
New York
$8.02M -$651K -8,500 -8%
PI
86
Putnam Investments
Massachusetts
$7.96M +$426K +5,567 +6%
Swiss National Bank
87
Swiss National Bank
Switzerland
$7.85M -$38.3K -500 -0.5%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$7.48M – – –
SBH
89
Segall Bryant & Hamill
Illinois
$7.34M -$282K -3,685 -4%
Marshall Wace
90
Marshall Wace
United Kingdom
$6.7M +$6.7M +87,387 New
WA
91
Wasatch Advisors
Utah
$6.54M -$420K -5,478 -6%
First Trust Advisors
92
First Trust Advisors
Illinois
$6.38M -$241K -3,150 -4%
EAM
93
EULAV Asset Management
Florida
$6.28M – – –
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$6.27M -$269K -3,512 -4%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$5.9M +$966K +12,615 +20%
BlackRock
96
BlackRock
New York
$5.87M +$471K +6,147 +9%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$5.87M -$957K -12,496 -14%
BTW
98
Boston Trust Walden
Massachusetts
$5.44M +$157K +2,054 +3%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$5.42M -$24.6K -321 -0.5%
Morgan Stanley
100
Morgan Stanley
New York
$5.31M +$4.12M +53,739 +345%
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