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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$764M
5
EAM
5
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M
4
CGT
4
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
101
Panagora Asset Management
Massachusetts
$5.35M +$1.85M +24,351 +53%
TPSF
102
Texas Permanent School Fund
Texas
$5.34M -$77.2K -1,018 -1%
Morgan Stanley
103
Morgan Stanley
New York
$5.15M +$2.45M +32,356 +91%
STCG
104
Speece Thorson Capital Group
Minnesota
$5.01M +$61.4K +810 +1%
BTW
105
Boston Trust Walden
Massachusetts
$4.95M -$104K -1,377 -2%
Comerica Bank
106
Comerica Bank
Texas
$4.9M -$5.54M -73,068 -53%
KCM
107
Kennedy Capital Management
Missouri
$4.86M -$15.5K -204 -0.3%
CS
108
Credit Suisse
Switzerland
$4.79M -$147K -1,933 -3%
CII
109
Capital International Inc
California
$4.64M -$591K -7,800 -11%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$4.63M +$36.7K +484 +0.8%
GG
111
Gofen & Glossberg
Illinois
$4.61M -$189K -2,494 -4%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$4.59M -$7.58K -100 -0.2%
FIM
113
Foresters Investment Management
New York
$4.55M – – –
Capital Fund Management (CFM)
114
Capital Fund Management (CFM)
France
$4.07M +$1.58M +20,812 +63%
TA
115
Teachers Advisors
New York
$4.06M +$84.3K +1,112 +2%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$3.95M +$2.3M +30,338 +139%
MOACM
117
Mutual of America Capital Management
New York
$3.83M +$24.4K +322 +0.6%
M&T Bank
118
M&T Bank
New York
$3.75M -$20.8K -274 -0.6%
Renaissance Technologies
119
Renaissance Technologies
New York
$3.72M +$3.72M +49,025 New
BlackRock
120
BlackRock
New York
$3.65M +$1.94M +25,527 +113%
Federated Hermes
121
Federated Hermes
Pennsylvania
$3.63M -$892K -11,760 -20%
AQR Capital Management
122
AQR Capital Management
Connecticut
$3.51M -$1.13M -14,900 -24%
IPC
123
Independent Portfolio Consultants
Florida
$3.33M +$240K +3,170 +8%
FQ
124
First Quadrant
California
$3.26M +$1.63M +21,500 +100%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$3.16M -$159K -2,100 -5%
3 4
5
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