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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
126
BB&T Securities
Virginia
$2.41M -$630K -8,222 -21%
UBS Group
127
UBS Group
Switzerland
$2.33M -$471K -6,151 -17%
CIS
128
Capital International Sarl
California
$2.33M -$3.06M -39,982 -57%
IB
129
Intrust Bank
Kansas
$2.32M +$69.3K +904 +3%
SOMRS
130
State of Michigan Retirement System
Michigan
$2.32M -$383K -5,000 -14%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$2.15M -$96.1K -1,255 -4%
SB
132
Suntrust Banks
Georgia
$2.15M +$48.7K +636 +2%
Legal & General Group
133
Legal & General Group
United Kingdom
$2.11M +$4.06K +53 +0.2%
IPC
134
Independent Portfolio Consultants
Florida
$2.08M -$1.38M -17,990 -40%
GIA
135
Guyasuta Investment Advisors
Pennsylvania
$2.02M -$192K -2,500 -9%
RHJA
136
Rice Hall James & Associates
California
$1.91M -$651K -8,499 -25%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$1.9M -$19.9K -260 -1%
AG
138
Aperio Group
California
$1.89M +$186K +2,434 +11%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.87M – – –
TCM
140
Twin Capital Management
Pennsylvania
$1.87M +$429K +5,600 +30%
EBIM
141
Eagle Boston Investment Management
Massachusetts
$1.84M +$17.1K +223 +0.9%
HH
142
Hilltop Holdings
Texas
$1.78M -$45.1K -589 -2%
LRPA
143
L. Roy Papp & Associates
Arizona
$1.74M – – –
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7M -$12K -157 -0.7%
TG
145
TCW Group
California
$1.68M +$43.4K +567 +3%
CII
146
Capital International Inc
California
$1.66M -$2.4M -31,286 -59%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.62M +$15.3K +200 +1%
FA
148
FDx Advisors
Illinois
$1.58M -$116K -1,517 -7%
IRF
149
IBM Retirement Fund
New York
$1.56M +$288K +3,755 +23%
RU
150
RobecoSam USA
New York
$1.52M -$40.4K -527 -3%
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