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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCG
101
Speece Thorson Capital Group
Minnesota
$5.54M +$80.3K +969 +1%
KCM
102
Kennedy Capital Management
Missouri
$5.52M -$32.9K -397 -0.6%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$5.15M -$86.8K -1,047 -2%
TPSF
104
Texas Permanent School Fund
Texas
$5.04M -$234K -2,819 -4%
Comerica Bank
105
Comerica Bank
Texas
$4.84M -$342K -4,100 -7%
GG
106
Gofen & Glossberg
Illinois
$4.68M -$4.48K -54 -0.1%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$4.66M +$1.85M +22,280 +66%
Renaissance Technologies
108
Renaissance Technologies
New York
$4.61M +$4.61M +55,625 New
NEI
109
Northwest & Ethical Investments
Ontario, Canada
$4.49M +$4.49M +54,116 New
MOACM
110
Mutual of America Capital Management
New York
$4.34M +$132K +1,594 +3%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$4.29M +$829K +10,000 +24%
Prudential Financial
112
Prudential Financial
New Jersey
$4.11M -$82.9K -1,000 -2%
Citigroup
113
Citigroup
New York
$3.88M -$80.5K -971 -2%
PI
114
Putnam Investments
Massachusetts
$3.87M -$4.74M -57,199 -55%
EAM
115
Eagle Asset Management
Florida
$3.39M -$1.54M -18,616 -31%
RFC
116
Russell Frank Company
Washington
$3.35M -$238K -2,872 -7%
Federated Hermes
117
Federated Hermes
Pennsylvania
$3.35M -$115K -1,388 -3%
KBC Group
118
KBC Group
Belgium
$3.28M – – –
ASRS
119
Arizona State Retirement System
Arizona
$3.25M +$82.9K +1,000 +3%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$3.24M +$2.65M +32,023 +450%
MSA
121
Mason Street Advisors
Wisconsin
$2.74M +$83.7K +1,010 +3%
CM
122
Castleark Management
Illinois
$2.63M +$2.63M +31,690 New
Two Sigma Investments
123
Two Sigma Investments
New York
$2.61M +$2.61M +31,445 New
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$2.52M -$1.62M -19,542 -39%
CIS
125
Capital International Sarl
California
$2.52M – – –
3 4
5
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