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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
126
Independent Portfolio Consultants
Florida
$3.17M +$192K +2,470 +6%
RHJA
127
Rice Hall James & Associates
California
$3.05M +$135K +1,732 +5%
ACI
128
AMP Capital Investors
Australia
$3.04M -$196K -2,504 -6%
MSA
129
Mason Street Advisors
Wisconsin
$3.04M -$58.9K -756 -2%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$2.98M -$162K -2,080 -5%
SOMRS
131
State of Michigan Retirement System
Michigan
$2.94M -$15.6K -200 -0.5%
Nordea Investment Management
132
Nordea Investment Management
Sweden
$2.89M -$280K -3,600 -9%
Citadel Advisors
133
Citadel Advisors
Florida
$2.81M -$1.5M -19,229 -35%
Morgan Stanley
134
Morgan Stanley
New York
$2.77M -$16.2M -208,599 -85%
Nuveen Asset Management
135
Nuveen Asset Management
Illinois
$2.6M – – –
Capital Fund Management (CFM)
136
Capital Fund Management (CFM)
France
$2.56M -$5.5M -70,680 -68%
LM
137
Luminus Management
Texas
$2.56M +$2.56M +32,894 New
WG
138
Winton Group
United Kingdom
$2.51M -$2.3M -29,615 -48%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$2.43M +$156K +2,004 +7%
GIA
140
Guyasuta Investment Advisors
Pennsylvania
$2.35M – – –
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$2.31M -$3.97M -51,032 -63%
Alyeska Investment Group
142
Alyeska Investment Group
Illinois
$2.13M +$2.13M +27,366 New
IB
143
Intrust Bank
Kansas
$2.12M +$168K +2,161 +9%
MERSOM
144
Municipal Employees' Retirement System of Michigan
Michigan
$2.02M +$248K +3,190 +14%
LMGAM
145
Liberty Mutual Group Asset Management
Massachusetts
$2.01M -$20.1K -258 -1%
RU
146
RobecoSam USA
New York
$1.96M +$382K +4,905 +24%
HH
147
Hilltop Holdings
Texas
$1.85M +$155K +1,992 +9%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.83M – – –
B
149
Barings
North Carolina
$1.79M – – –
ICM
150
ICC Capital Management
Florida
$1.79M -$45.5K -585 -2%
4 5
6
7 8