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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
126
State of Michigan Retirement System
Michigan
$2.51M – – –
SB
127
Suntrust Banks
Georgia
$2.51M +$181K +2,182 +8%
UBS Group
128
UBS Group
Switzerland
$2.4M -$116K -1,396 -5%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$2.3M -$23K -277 -1%
ACI
130
AMP Capital Investors
Australia
$2.3M -$384K -4,598 -14%
IB
131
Intrust Bank
Kansas
$2.23M -$284K -3,422 -11%
AG
132
Aperio Group
California
$2.22M +$177K +2,134 +9%
BTS
133
BB&T Securities
Virginia
$2.17M -$432K -5,209 -17%
GIA
134
Guyasuta Investment Advisors
Pennsylvania
$2.16M -$33.1K -400 -2%
SG Americas Securities
135
SG Americas Securities
New York
$2.14M +$545K +6,576 +34%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$2.11M +$82.1K +990 +4%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$2.1M +$43.1K +520 +2%
RHJA
138
Rice Hall James & Associates
California
$2.04M -$17.5K -211 -0.8%
AQR Capital Management
139
AQR Capital Management
Connecticut
$2.02M -$812K -9,796 -29%
EBIM
140
Eagle Boston Investment Management
Massachusetts
$2.02M +$23.5K +283 +1%
TCM
141
Twin Capital Management
Pennsylvania
$2.01M -$6.63K -80 -0.3%
Legal & General Group
142
Legal & General Group
United Kingdom
$1.99M -$292K -3,522 -13%
IPC
143
Independent Portfolio Consultants
Florida
$1.95M -$300K -3,615 -13%
LRPA
144
L. Roy Papp & Associates
Arizona
$1.88M – – –
TG
145
TCW Group
California
$1.81M -$11.9K -143 -0.7%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.75M – – –
M&T Bank
147
M&T Bank
New York
$1.67M -$1.86M -22,447 -53%
AP
148
AHL Partners
United Kingdom
$1.65M +$1.21M +14,565 +272%
RU
149
RobecoSam USA
New York
$1.64M – – –
FA
150
FDx Advisors
Illinois
$1.6M -$113K -1,364 -7%
4 5
6
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