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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
126
AQR Capital Management
Connecticut
$4.15M +$1.03M +14,170 +33%
ESCM
127
Echo Street Capital Management
New York
$4.15M +$4.15M +57,348 New
Citadel Advisors
128
Citadel Advisors
Florida
$4.01M +$3.46M +47,788 +630%
KCM
129
Kennedy Capital Management
Missouri
$3.69M +$232K +3,201 +7%
M&T Bank
130
M&T Bank
New York
$3.64M +$2.01M +27,719 +123%
MOACM
131
Mutual of America Capital Management
New York
$3.62M +$9.26K +128 +0.3%
ASRS
132
Arizona State Retirement System
Arizona
$3.6M -$137K -1,900 -4%
TAM
133
Tocqueville Asset Management
New York
$3.32M -$72.4K -1,000 -2%
EAM
134
Eagle Asset Management
Florida
$3.29M -$3.23M -44,569 -49%
ACI
135
AMP Capital Investors
Australia
$3.04M – – –
ProShare Advisors
136
ProShare Advisors
Maryland
$3.02M +$319K +4,404 +12%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$3M +$7.24K +100 +0.2%
Nordea Investment Management
138
Nordea Investment Management
Sweden
$2.95M -$158K -2,180 -5%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$2.92M -$1.79M -24,737 -38%
MSA
140
Mason Street Advisors
Wisconsin
$2.88M -$2.43M -33,586 -46%
IPC
141
Independent Portfolio Consultants
Florida
$2.77M +$545K +7,525 +24%
SOMRS
142
State of Michigan Retirement System
Michigan
$2.75M – – –
RHJA
143
Rice Hall James & Associates
California
$2.71M -$9.19K -127 -0.3%
Nuveen Asset Management
144
Nuveen Asset Management
Illinois
$2.41M -$5.41M -74,768 -69%
GIA
145
Guyasuta Investment Advisors
Pennsylvania
$2.19M -$50.7K -700 -2%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$2.12M -$53K -732 -2%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.93M +$1.34M +18,501 +228%
BIM
148
Bogle Investment Management
Massachusetts
$1.9M +$1.9M +26,300 New
LMGAM
149
Liberty Mutual Group Asset Management
Massachusetts
$1.88M +$16.1K +223 +0.9%
SFU
150
Stonehage Fleming (UK)
United Kingdom
$1.85M +$1.85M +25,600 New
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