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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
126
Morgan Stanley
New York
$4.2M -$16.4M -203,357 -80%
ASRS
127
Arizona State Retirement System
Arizona
$4.17M +$32.3K +400 +0.8%
MOACM
128
Mutual of America Capital Management
New York
$4.03M -$44.2K -547 -1%
American Century Companies
129
American Century Companies
Missouri
$3.98M +$3.43M +42,438 +622%
KCM
130
Kennedy Capital Management
Missouri
$3.86M -$51.3K -635 -1%
TAM
131
Tocqueville Asset Management
New York
$3.79M – – –
AQR Capital Management
132
AQR Capital Management
Connecticut
$3.49M +$1.89M +23,400 +118%
Nordea Investment Management
133
Nordea Investment Management
Sweden
$3.47M +$183K +2,265 +6%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$3.34M -$16.1K -200 -0.5%
BlackRock
135
BlackRock
New York
$3.33M +$766K +9,482 +30%
ACI
136
AMP Capital Investors
Australia
$3.33M +$185K +2,298 +6%
SOMRS
137
State of Michigan Retirement System
Michigan
$3.07M -$8.07K -100 -0.3%
RHJA
138
Rice Hall James & Associates
California
$3.03M -$401K -4,970 -12%
ProShare Advisors
139
ProShare Advisors
Maryland
$3.01M +$2.31M +28,629 +331%
CCM
140
Cadence Capital Management
Massachusetts
$2.81M +$2.81M +34,800 New
Barclays
141
Barclays
United Kingdom
$2.77M +$1.25M +15,562 +82%
SG Americas Securities
142
SG Americas Securities
New York
$2.56M +$1.08M +13,385 +73%
GIA
143
Guyasuta Investment Advisors
Pennsylvania
$2.5M – – –
IPC
144
Independent Portfolio Consultants
Florida
$2.48M +$111K +1,380 +5%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$2.42M +$783K +9,702 +48%
Asset Management One
146
Asset Management One
Japan
$2.12M -$165K -2,044 -7%
LMGAM
147
Liberty Mutual Group Asset Management
Massachusetts
$2.08M +$17.8K +221 +0.9%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$2.03M -$16.4M -203,553 -89%
WT
149
Wilmington Trust
Delaware
$1.98M – – –
Millennium Management
150
Millennium Management
New York
$1.97M -$9.43M -116,785 -83%
4 5
6
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