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IDEX
IEX

Overview Fund Activity

356 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
135
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$491M
2
Millennium Management
2
Millennium Management
New York
$17.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
O
4
OppenheimerFunds
New York
$17.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$938M
2
Primecap Management
2
Primecap Management
California
$96.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$178M
4
Capital International Investors
4
Capital International Investors
California
$86.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$8.59M +$4.15M +34,184 +94%
Lord, Abbett & Co
102
Lord, Abbett & Co
New Jersey
$8.53M -$274K -2,256 -3%
BTW
103
Boston Trust Walden
Massachusetts
$8.5M +$153K +1,258 +2%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$8.27M +$8.27M +68,057 New
Comerica Bank
105
Comerica Bank
Texas
$8.16M -$45.3K -354 -0.6%
STCG
106
Speece Thorson Capital Group
Minnesota
$7.88M +$81.1K +668 +1%
AP
107
AHL Partners
United Kingdom
$7.61M +$4.63M +38,131 +155%
MOACM
108
Mutual of America Capital Management
New York
$7.6M +$102K +841 +1%
GPGA
109
Grandeur Peak Global Advisors
Utah
$7.44M +$36.4K +300 +0.5%
CI
110
Capital International
California
$7.17M -$3.27M -26,935 -31%
OAM
111
Oppenheimer Asset Management
New York
$6.98M -$502K -4,129 -7%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$6.82M -$384K -3,160 -5%
UBS Group
113
UBS Group
Switzerland
$6.79M +$133K +1,091 +2%
TPSF
114
Texas Permanent School Fund
Texas
$6.78M +$9.84K +81 +0.1%
Credit Agricole
115
Credit Agricole
France
$6.69M +$1.31M +10,792 +24%
GG
116
Gofen & Glossberg
Illinois
$6.67M -$8.26K -68 -0.1%
SBH
117
Segall Bryant & Hamill
Illinois
$6.59M -$110K -904 -2%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$6.2M – – –
Russell Investments Group
119
Russell Investments Group
United Kingdom
$6.14M +$3.04M +25,042 +98%
IA
120
IndexIQ Advisors
New York
$5.34M +$4.45M +36,596 +500%
ASRS
121
Arizona State Retirement System
Arizona
$5.26M +$1.35M +11,123 +35%
TG
122
TCW Group
California
$4.93M +$156K +1,288 +3%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$4.89M +$1.47M +12,061 +43%
ACB
124
Aristotle Capital Boston
Massachusetts
$4.84M +$1.97M +16,181 +68%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$4.81M -$2.21M -18,215 -31%
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5
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