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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
176
Legal & General Group
United Kingdom
$938K -$56.1K -720 -6%
CCM
177
CrestPoint Capital Management
Missouri
$919K – – –
AIP
178
Ameritas Investment Partners
Nebraska
$909K -$13.8K -177 -1%
SB
179
Suntrust Banks
Georgia
$903K +$3.97K +51 +0.4%
SFP
180
Santa Fe Partners
New Mexico
$882K +$127K +1,626 +17%
SAM
181
Securian Asset Management
Minnesota
$864K -$15.3K -196 -2%
SAM
182
Symphony Asset Management
California
$858K +$8.4K +108 +1%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$844K -$193K -2,477 -19%
AAM
184
Advisors Asset Management
Colorado
$831K -$68.5K -881 -8%
NONA
185
Ninety One North America
New York
$828K +$828K +10,639 New
PP
186
Paloma Partners
Connecticut
$801K +$801K +10,289 New
PA
187
Profund Advisors
Maryland
$794K +$173K +2,219 +28%
Barclays
188
Barclays
United Kingdom
$750K +$412K +5,348 +122%
DC
189
Deere & Company
Illinois
$747K – – –
William Blair & Company
190
William Blair & Company
Illinois
$724K +$39.8K +511 +6%
GMIM
191
General Motors Investment Management
New York
$695K – – –
CD
192
Carl Domino
Florida
$693K -$13.1K -168 -2%
AB
193
Amalgamated Bank
New York
$670K +$1.17K +15 +0.2%
BOC
194
Barbara Oil Co
Illinois
$667K – – –
SCM
195
Shelton Capital Management
Colorado
$642K -$54.1K -695 -8%
BMO
196
Beck Mack & Oliver
New York
$613K – – –
SCP
197
Sandhill Capital Partners
New York
$596K – – –
FMT
198
First Mercantile Trust
Tennessee
$580K -$117K -1,509 -17%
JIC
199
Johnson Investment Counsel
Ohio
$577K -$57.7K -742 -9%
FA
200
Fagan Associates
New York
$545K – – –
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8
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