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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
126
Castleark Management
Illinois
$2.92M -$223K -2,380 -7%
SB
127
Suntrust Banks
Georgia
$2.87M -$299K -3,197 -9%
SOMRS
128
State of Michigan Retirement System
Michigan
$2.86M +$9.36K +100 +0.3%
LP
129
LMR Partners
United Kingdom
$2.83M +$2.83M +30,206 New
HW
130
Hancock Whitney
Mississippi
$2.69M -$310K -3,310 -10%
Legal & General Group
131
Legal & General Group
United Kingdom
$2.66M +$153K +1,637 +6%
AG
132
Aperio Group
California
$2.58M +$192K +2,048 +8%
CIS
133
Capital International Sarl
California
$2.53M – – –
UBS Group
134
UBS Group
Switzerland
$2.52M -$75.8K -810 -3%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$2.48M -$283K -3,019 -10%
TCM
136
Twin Capital Management
Pennsylvania
$2.48M +$585K +6,250 +31%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$2.34M -$143K -1,523 -6%
RHJA
138
Rice Hall James & Associates
California
$2.26M -$91.6K -979 -4%
GIA
139
Guyasuta Investment Advisors
Pennsylvania
$2.18M -$159K -1,700 -7%
BTS
140
BB&T Securities
Virginia
$2.16M -$215K -2,293 -9%
AIP
141
Ameritas Investment Partners
Nebraska
$2.15M +$1.02M +10,941 +91%
LRPA
142
L. Roy Papp & Associates
Arizona
$2.13M – – –
LOAMU
143
Lombard Odier Asset Management (USA)
New York
$2.08M -$625K -6,681 -23%
Marshall Wace
144
Marshall Wace
United Kingdom
$2.03M -$651K -6,961 -24%
EBIM
145
Eagle Boston Investment Management
Massachusetts
$2.03M -$234K -2,497 -10%
EAM
146
Eagle Asset Management
Florida
$2.02M -$372K -3,980 -16%
IA
147
IndexIQ Advisors
New York
$2.02M +$806K +8,610 +66%
ACI
148
AMP Capital Investors
Australia
$1.94M -$721K -7,768 -27%
RU
149
RobecoSam USA
New York
$1.93M +$76K +812 +4%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$1.84M -$46.8K -500 -2%
4 5
6
7 8