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IDEX
IEX

Overview Fund Activity

276 hedge funds and large institutions have $5.46B invested in IDEX in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
23
Increased
94
Reduced
106
Closed
16
Calls
$5.02M
Puts
$1.75M
Net Calls
+$3.27M
Net Calls Change
+$1.16M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$286M
2
Bessemer Group
2
Bessemer Group
New Jersey
$42.3M
3
Capital World Investors
3
Capital World Investors
California
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.6M
2
WA
2
Wasatch Advisors
Utah
$6.47M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
FPA
5
First Pacific Advisors
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
176
Echo Street Capital Management
New York
$566K +$566K +7,935 New
BMO
177
Beck Mack & Oliver
New York
$561K – – –
Citigroup
178
Citigroup
New York
$556K -$316K -4,435 -36%
SCM
179
Shelton Capital Management
Colorado
$542K – – –
GT
180
Glenmede Trust
Pennsylvania
$523K -$80.5K -1,129 -13%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$523K -$13.5K -189 -3%
FMT
182
First Mercantile Trust
Tennessee
$520K -$55.6K -780 -10%
SCP
183
Sandhill Capital Partners
New York
$510K -$35.6K -500 -7%
GIA
184
GHP Investment Advisors
Colorado
$504K +$428 +6 +0.1%
Canada Life
185
Canada Life
Manitoba, Canada
$500K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$496K -$234K -3,282 -32%
CAM
187
Capstone Asset Management
Texas
$472K +$42.8K +600 +10%
SEI Investments
188
SEI Investments
Pennsylvania
$472K +$404K +5,674 +595%
ProShare Advisors
189
ProShare Advisors
Maryland
$471K -$274K -3,843 -37%
DC
190
Deere & Company
Illinois
$457K -$228K -3,195 -33%
FB
191
Fulton Bank
Pennsylvania
$453K +$5.27K +74 +1%
UCFA
192
United Capital Financial Advisors
Texas
$451K +$22.1K +310 +5%
PA
193
Profund Advisors
Maryland
$444K -$213K -2,990 -32%
JIC
194
Johnson Investment Counsel
Ohio
$439K – – –
BWAM
195
Boyd Watterson Asset Management
Ohio
$438K -$1.28K -18 -0.3%
AAM
196
Advisors Asset Management
Colorado
$425K -$237K -3,324 -36%
IA
197
IndexIQ Advisors
New York
$415K -$187K -2,624 -31%
LIC
198
Lodestar Investment Counsel
Illinois
$415K – – –
LCS
199
Levin Capital Strategies
New York
$392K – – –
RJT
200
Raymond James Trust
Florida
$380K +$14.8K +207 +4%
6 7
8
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