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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
101
Mutual of America Capital Management
New York
$6.97M +$156K +1,379 +2%
OAM
102
Oppenheimer Asset Management
New York
$6.96M -$145K -1,286 -2%
GPGA
103
Grandeur Peak Global Advisors
Utah
$6.89M +$644K +5,700 +10%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$6.7M -$416K -3,683 -6%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$6.54M -$228K -2,020 -3%
TPSF
106
Texas Permanent School Fund
Texas
$6.3M +$57.4K +508 +0.9%
SBH
107
Segall Bryant & Hamill
Illinois
$6.23M -$92.3K -817 -1%
KBC Group
108
KBC Group
Belgium
$6.23M +$749K +6,628 +14%
GG
109
Gofen & Glossberg
Illinois
$6.21M -$5.09K -45 -0.1%
UBS Group
110
UBS Group
Switzerland
$6.2M -$2.15M -19,027 -26%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$5.74M – – –
Credit Agricole
112
Credit Agricole
France
$5M +$4.02M +35,591 +410%
SG Americas Securities
113
SG Americas Securities
New York
$4.59M +$2.88M +25,444 +168%
TG
114
TCW Group
California
$4.44M +$1.59M +14,106 +56%
GAM
115
Gotham Asset Management
New York
$4.36M +$2.87M +25,386 +192%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$4.34M -$329K -2,914 -7%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$4.28M +$1.31M +11,565 +44%
MSA
118
Mason Street Advisors
Wisconsin
$4.21M +$142K +1,255 +3%
Federated Hermes
119
Federated Hermes
Pennsylvania
$4.13M -$494K -4,372 -11%
ASRS
120
Arizona State Retirement System
Arizona
$3.64M +$56.5K +500 +2%
AG
121
Aperio Group
California
$3.63M +$440K +3,891 +14%
SOMRS
122
State of Michigan Retirement System
Michigan
$3.56M +$56.5K +500 +2%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$3.33M -$663K -5,870 -17%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$3.32M -$542K -4,793 -14%
SB
125
Suntrust Banks
Georgia
$3.29M +$128K +1,130 +4%
3 4
5
6 7