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IDEX
IEX

Overview Fund Activity

276 hedge funds and large institutions have $5.46B invested in IDEX in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
23
Increased
94
Reduced
106
Closed
16
Calls
$5.02M
Puts
$1.75M
Net Calls
+$3.27M
Net Calls Change
+$1.16M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$286M
2
Bessemer Group
2
Bessemer Group
New Jersey
$42.3M
3
Capital World Investors
3
Capital World Investors
California
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.6M
2
WA
2
Wasatch Advisors
Utah
$6.47M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
FPA
5
First Pacific Advisors
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$1.15M – – –
Morgan Stanley
152
Morgan Stanley
New York
$1.11M -$5M -70,025 -82%
BA
153
Bard Associates
Illinois
$1.06M -$21.4K -300 -2%
URS
154
Utah Retirement Systems
Utah
$990K +$7.13K +100 +0.7%
Victory Capital Management
155
Victory Capital Management
Texas
$986K +$165K +2,314 +20%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$895K +$184K +2,585 +26%
AIP
157
Ameritas Investment Partners
Nebraska
$832K – – –
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$795K +$42K +589 +6%
NONA
159
Ninety One North America
New York
$780K +$21K +294 +3%
SAM
160
Securian Asset Management
Minnesota
$768K -$16.3K -228 -2%
CC
161
Curian Capital
Colorado
$749K -$288K -4,031 -28%
PAM
162
Panagora Asset Management
Massachusetts
$736K -$3M -42,074 -80%
First Manhattan
163
First Manhattan
New York
$730K – – –
KBC Group
164
KBC Group
Belgium
$719K – – –
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$681K +$464K +6,507 +213%
Barclays
166
Barclays
United Kingdom
$677K -$508K -7,157 -43%
AB
167
Amalgamated Bank
New York
$673K +$9.13K +128 +1%
William Blair & Company
168
William Blair & Company
Illinois
$670K +$14.3K +200 +2%
CB
169
Commerce Bank
Missouri
$669K +$14.3K +200 +2%
BOC
170
Barbara Oil Co
Illinois
$668K – – –
BKBG
171
BHF Kleinwort Benson Group
Belgium
$655K +$655K +9,189 New
DSC
172
Duncker Streett & Co
Missouri
$619K +$214 +3 +0%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$617K +$46.4K +650 +8%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$597K – – –
SGAM
175
Steinberg Global Asset Management
Florida
$597K – – –
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7
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