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IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$1.52M +$59.2K +632 +4%
M&T Bank
152
M&T Bank
New York
$1.47M +$6.21K +69 +0.4%
IPC
153
Independent Portfolio Consultants
Florida
$1.46M -$2.25K -25 -0.2%
HH
154
Hilltop Holdings
Texas
$1.43M +$195K +2,164 +16%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$1.41M +$1.41M +15,700 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$1.37M -$44.2K -491 -3%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$1.36M – – –
AB
158
Amalgamated Bank
New York
$1.3M +$127K +1,409 +11%
IB
159
Intrust Bank
Kansas
$1.25M -$30.1K -334 -2%
URS
160
Utah Retirement Systems
Utah
$1.25M – – –
SIA
161
Sit Investment Associates
Minnesota
$1.21M – – –
EBIM
162
Eagle Boston Investment Management
Massachusetts
$1.21M -$746K -8,283 -38%
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M +$2.61K +29 +0.2%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$1.18M +$104K +1,160 +10%
BA
165
Bard Associates
Illinois
$1.16M -$40.5K -450 -3%
Victory Capital Management
166
Victory Capital Management
Texas
$1.16M +$131K +1,457 +13%
NONA
167
Ninety One North America
New York
$1.11M -$491K -5,452 -31%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$1.11M -$3.15K -35 -0.3%
AL
169
Airain Ltd
Guernsey
$1.11M +$1.11M +12,305 New
AQR Capital Management
170
AQR Capital Management
Connecticut
$1.1M -$351K -3,902 -24%
WAM
171
Wolverine Asset Management
Illinois
$1.08M -$360K -4,000 -25%
ACI
172
AMP Capital Investors
Australia
$1.08M -$799K -8,881 -43%
BOC
173
Barbara Oil Co
Illinois
$1.06M – – –
SSA
174
Schonfeld Strategic Advisors
New York
$1.05M +$697K +7,746 +196%
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
$1.05M +$1.05M +11,612 New
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7
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