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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
151
AQR Capital Management
Connecticut
$1.96M -$36.4K -443 -2%
LRPA
152
L. Roy Papp & Associates
Arizona
$1.87M – – –
TCM
153
Twin Capital Management
Pennsylvania
$1.66M -$333K -4,050 -17%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.66M -$73.9K -900 -4%
RU
155
RobecoSam USA
New York
$1.63M – – –
IPC
156
Independent Portfolio Consultants
Florida
$1.59M -$343K -4,175 -18%
TG
157
TCW Group
California
$1.55M -$243K -2,960 -14%
FA
158
FDx Advisors
Illinois
$1.5M -$80.8K -984 -5%
GT
159
Glenmede Trust
Pennsylvania
$1.46M +$806K +9,819 +122%
NONA
160
Ninety One North America
New York
$1.46M +$205K +2,500 +16%
M&T Bank
161
M&T Bank
New York
$1.42M -$234K -2,848 -14%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$1.29M -$95.8K -1,167 -7%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.25M +$400K +4,872 +47%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$1.25M -$73.9K -900 -6%
PP
165
Paloma Partners
Connecticut
$1.23M +$1.23M +14,924 New
HH
166
Hilltop Holdings
Texas
$1.22M -$191K -2,328 -14%
IB
167
Intrust Bank
Kansas
$1.21M -$994K -12,116 -45%
AP
168
AHL Partners
United Kingdom
$1.21M -$424K -5,166 -26%
AB
169
Amalgamated Bank
New York
$1.21M +$326K +3,512 +37%
SM
170
Sciencast Management
New Jersey
$1.21M +$969K +11,800 +407%
PAM
171
Panagora Asset Management
Massachusetts
$1.21M -$110K -1,340 -8%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M +$85K +1,036 +8%
URS
173
Utah Retirement Systems
Utah
$1.14M -$8.21K -100 -0.7%
BA
174
Bard Associates
Illinois
$1.12M -$12.3K -150 -1%
SIA
175
Sit Investment Associates
Minnesota
$1.11M – – –
5 6
7
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