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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$1.81M – – –
CC
152
Curian Capital
Colorado
$1.67M +$48.2K +739 +3%
LMGAM
153
Liberty Mutual Group Asset Management
Massachusetts
$1.66M -$548K -8,396 -25%
BlackRock
154
BlackRock
New York
$1.64M -$116K -1,779 -7%
CANY
155
Caxton Associates (New York)
New York
$1.57M +$1.57M +24,000 New
IPC
156
Independent Portfolio Consultants
Florida
$1.53M +$122K +1,871 +9%
AAM
157
Advisors Asset Management
Colorado
$1.52M +$138K +2,108 +10%
LRPA
158
L. Roy Papp & Associates
Arizona
$1.48M – – –
SAM
159
Shell Asset Management
Netherlands
$1.44M – – –
WT
160
Wilmington Trust
Delaware
$1.43M -$2.28K -35 -0.2%
FMT
161
First Mercantile Trust
Tennessee
$1.35M -$431K -6,611 -24%
SB
162
Suntrust Banks
Georgia
$1.3M -$10.3K -158 -0.8%
HH
163
Hilltop Holdings
Texas
$1.28M +$11.1K +170 +0.9%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.23M +$128K +1,967 +12%
IB
165
Intrust Bank
Kansas
$1.21M -$122K -1,872 -9%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$1.17M +$76.7K +1,176 +7%
BA
167
Bard Associates
Illinois
$1.15M -$45.7K -700 -4%
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$1.15M -$6.52K -100 -0.6%
Barclays
169
Barclays
United Kingdom
$1.15M -$212K -3,267 -16%
B
170
Barings
North Carolina
$1.1M -$222K -3,400 -17%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$1.08M +$1.08M +16,500 New
ICM
172
ICC Capital Management
Florida
$1.07M +$65.2K +1,000 +6%
Renaissance Technologies
173
Renaissance Technologies
New York
$1.06M -$3.58M -54,800 -77%
GT
174
Glenmede Trust
Pennsylvania
$1.01M – – –
LIC
175
Lodestar Investment Counsel
Illinois
$984K -$62K -950 -6%
5 6
7
8 9