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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
176
Jupiter Investment Management
United Kingdom
$1.17M +$1.17M +16,200 New
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$1.17M -$3.66M -50,576 -76%
SAM
178
Shell Asset Management
Netherlands
$1.15M – – –
BA
179
Bard Associates
Illinois
$1.14M -$14.5K -200 -1%
First Manhattan
180
First Manhattan
New York
$1.09M – – –
PRCM
181
Pine River Capital Management
Minnesota
$1.07M +$1.07M +14,723 New
DSC
182
Duncker Streett & Co
Missouri
$1.05M +$82.5K +1,141 +9%
URS
183
Utah Retirement Systems
Utah
$1.01M – – –
Arrowstreet Capital
184
Arrowstreet Capital
Massachusetts
$1M +$1M +13,827 New
NCCM
185
Nine Chapters Capital Management
New Jersey
$999K +$999K +13,800 New
AG
186
Aperio Group
California
$984K +$142K +1,968 +17%
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$965K -$24.3K -335 -2%
CC
188
Curian Capital
Colorado
$925K -$120K -1,655 -11%
Legal & General Group
189
Legal & General Group
United Kingdom
$924K +$109K +1,499 +13%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$913K -$253K -3,500 -22%
AIP
191
Ameritas Investment Partners
Nebraska
$858K -$11.3K -156 -1%
CCM
192
CrestPoint Capital Management
Missouri
$854K -$101K -1,400 -11%
AAM
193
Advisors Asset Management
Colorado
$837K -$99.1K -1,369 -11%
SB
194
Suntrust Banks
Georgia
$836K -$30.9K -427 -4%
SAM
195
Securian Asset Management
Minnesota
$817K – – –
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$804K -$6.95K -96 -0.9%
SAM
197
Symphony Asset Management
California
$791K -$237K -3,267 -23%
TCM
198
Twin Capital Management
Pennsylvania
$750K +$750K +10,370 New
SFP
199
Santa Fe Partners
New Mexico
$701K +$60.8K +842 +10%
DC
200
Deere & Company
Illinois
$695K – – –
6 7
8
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