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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
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$48.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
5
Capital International Investors
Capital International Investors
California
+$20.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$270M
2
SAM
Southernsun Asset Management
Tennessee
-$35.6M
3
FPA
First Pacific Advisors
California
-$28.9M
4
ACM
Atlanta Capital Management
Georgia
-$12.7M
5
LM
Luminus Management
Texas
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
$1.48M +$1.36M +17,781 +1,185%
Millennium Management
152
Millennium Management
New York
$1.29M -$1.39M -18,195 -52%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$1.28M +$1.69K +22 +0.1%
SIA
154
Sit Investment Associates
Minnesota
$1.25M – – –
RCM
155
Riverhead Capital Management
Delaware
$1.24M +$858K +11,200 +224%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$1.23M – – –
BKBG
157
BHF Kleinwort Benson Group
Belgium
$1.15M +$449K +5,861 +64%
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.15M -$1.46M -19,000 -56%
Victory Capital Management
159
Victory Capital Management
Texas
$1.09M +$25.7K +335 +2%
BA
160
Bard Associates
Illinois
$1.08M -$61.3K -800 -5%
URS
161
Utah Retirement Systems
Utah
$1.07M +$7.66K +100 +0.7%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$907K -$54.8K -716 -6%
AIP
163
Ameritas Investment Partners
Nebraska
$883K -$11.5K -150 -1%
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$877K +$22.6K +295 +3%
HighTower Advisors
165
HighTower Advisors
Illinois
$870K +$578K +7,532 +198%
Barclays
166
Barclays
United Kingdom
$867K +$143K +1,882 +20%
NONA
167
Ninety One North America
New York
$838K – – –
SFP
168
Santa Fe Partners
New Mexico
$834K +$834K +10,889 New
Asset Management One
169
Asset Management One
Japan
$825K -$513K -6,635 -38%
BMM
170
Buffington Mohr McNeal
Idaho
$795K +$795K +10,375 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$785K +$253K +3,297 +47%
First Manhattan
172
First Manhattan
New York
$784K – – –
PAM
173
Panagora Asset Management
Massachusetts
$770K -$19.9K -260 -3%
SAM
174
Securian Asset Management
Minnesota
$768K -$56.7K -741 -7%
Canada Life
175
Canada Life
Manitoba, Canada
$734K +$198K +2,586 +37%
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