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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Symphony Asset Management
California
$1.15M -$20.8K -258 -2%
URS
177
Utah Retirement Systems
Utah
$1.13M -$56.5K -700 -5%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$1.1M -$9.93K -123 -0.9%
DSC
179
Duncker Streett & Co
Missouri
$1.08M +$60.7K +752 +6%
IA
180
IndexIQ Advisors
New York
$1.07M +$456K +5,654 +74%
CCM
181
CrestPoint Capital Management
Missouri
$1.07M -$8.08K -100 -0.8%
AAM
182
Advisors Asset Management
Colorado
$1.04M -$107K -1,322 -9%
GT
183
Glenmede Trust
Pennsylvania
$1.02M +$106K +1,319 +12%
MIU
184
Man Investments (UK)
United Kingdom
$1.01M -$1.27M -15,783 -56%
KeyBank National Association
185
KeyBank National Association
Ohio
$1.01M -$24.8K -307 -2%
AIP
186
Ameritas Investment Partners
Nebraska
$969K -$27.3K -338 -3%
SB
187
Suntrust Banks
Georgia
$967K -$470K -5,821 -33%
FMT
188
First Mercantile Trust
Tennessee
$960K – – –
AG
189
Aperio Group
California
$939K +$57K +706 +6%
PA
190
Profund Advisors
Maryland
$922K -$243K -3,013 -21%
SAM
191
Securian Asset Management
Minnesota
$912K -$34.4K -426 -4%
Legal & General Group
192
Legal & General Group
United Kingdom
$909K +$94K +1,164 +12%
COPPSERS
193
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$905K -$6.86K -85 -0.8%
JIP
194
Jaffetilchin Investment Partners
Florida
$887K +$887K +10,984 New
JIC
195
Johnson Investment Counsel
Ohio
$831K -$141K -1,750 -15%
VFA
196
Virtus Fund Advisers
Connecticut
$825K +$825K +10,216 New
DC
197
Deere & Company
Illinois
$775K -$253K -3,139 -25%
LIC
198
Lodestar Investment Counsel
Illinois
$765K -$40.4K -500 -5%
PP
199
Paloma Partners
Connecticut
$747K +$747K +9,249 New
CD
200
Carl Domino
Florida
$734K – – –
6 7
8
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