IEX icon

IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$6.22M +$768K +9,862 +14%
EBIM
102
Eagle Boston Investment Management
Massachusetts
$6.12M -$2.3M -29,578 -27%
TPSF
103
Texas Permanent School Fund
Texas
$5.56M -$88.3K -1,134 -2%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$5.5M +$13.7K +176 +0.2%
CII
105
Capital International Inc
California
$5.37M – – –
BTW
106
Boston Trust Walden
Massachusetts
$5.19M -$38.7K -497 -0.7%
STCG
107
Speece Thorson Capital Group
Minnesota
$5.08M -$155K -1,990 -3%
CS
108
Credit Suisse
Switzerland
$5.06M -$444K -5,705 -8%
KCM
109
Kennedy Capital Management
Missouri
$5M +$1.03M +13,249 +26%
GG
110
Gofen & Glossberg
Illinois
$4.93M -$270K -3,466 -5%
AQR Capital Management
111
AQR Capital Management
Connecticut
$4.76M +$296K +3,799 +7%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$4.72M -$280K -3,600 -6%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$4.71M – – –
FIM
114
Foresters Investment Management
New York
$4.67M – – –
Federated Hermes
115
Federated Hermes
Pennsylvania
$4.64M -$851K -10,932 -15%
EAM
116
Eagle Asset Management
Florida
$4.19M +$646K +8,305 +18%
TA
117
Teachers Advisors
New York
$4.08M -$12.3M -157,501 -75%
MOACM
118
Mutual of America Capital Management
New York
$3.9M +$13.2K +169 +0.3%
ASRS
119
Arizona State Retirement System
Arizona
$3.88M +$7.78K +100 +0.2%
M&T Bank
120
M&T Bank
New York
$3.87M -$40.9K -525 -1%
PAM
121
Panagora Asset Management
Massachusetts
$3.59M -$1.8M -23,176 -33%
TAM
122
Tocqueville Asset Management
New York
$3.57M – – –
SIA
123
Sit Investment Associates
Minnesota
$3.47M -$1.08M -13,935 -24%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$3.41M +$187K +2,400 +6%
CEP
125
Chicago Equity Partners
Illinois
$3.4M -$2.7M -34,650 -44%
3 4
5
6 7