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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$245M
3
VBA
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Princeton Alpha Management
New Jersey
$1.44M +$1.15M +13,885 +399%
HH
152
Hilltop Holdings
Texas
$1.42M -$499K -6,024 -26%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$1.4M +$18.5K +223 +1%
WMSA
154
Weiss Multi-Strategy Advisers
New York
$1.36M +$1.36M +16,364 New
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$1.34M – – –
PAM
156
Panagora Asset Management
Massachusetts
$1.33M +$495K +5,977 +59%
NONA
157
Ninety One North America
New York
$1.27M +$364K +4,387 +40%
RCM
158
Riverhead Capital Management
Delaware
$1.18M -$168K -2,025 -13%
URS
159
Utah Retirement Systems
Utah
$1.16M – – –
BA
160
Bard Associates
Illinois
$1.14M -$24.9K -300 -2%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M -$714K -8,612 -39%
SIA
162
Sit Investment Associates
Minnesota
$1.12M -$230K -2,775 -17%
CII
163
Capital International Inc
California
$1.1M -$697K -8,414 -39%
NMIMC
164
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M +$390K +4,709 +56%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$1.08M +$96.9K +1,170 +10%
Twin Tree Management
166
Twin Tree Management
Texas
$1.05M +$619K +7,471 +145%
AL
167
Airain Ltd
Guernsey
$1.04M +$1.04M +12,551 New
BMM
168
Buffington Mohr McNeal
Idaho
$982K +$122K +1,474 +14%
AIP
169
Ameritas Investment Partners
Nebraska
$955K – – –
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$952K +$3.56K +43 +0.4%
VKH
171
Virtu KCG Holdings
New York
$929K +$647K +7,801 +229%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$861K +$12.1K +146 +1%
HighTower Advisors
173
HighTower Advisors
Illinois
$857K -$85.7K -1,031 -9%
Asset Management One
174
Asset Management One
Japan
$854K -$33.3K -400 -4%
SAM
175
Securian Asset Management
Minnesota
$848K +$16.9K +204 +2%
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