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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$143M
2
NFA
2
Nationwide Fund Advisors
Ohio
$28.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.1M
4
SAM
4
Southernsun Asset Management
Tennessee
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$293M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
World Asset Management
Michigan
$613K -$94.2K -1,445 -13%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$610K +$43.7K +670 +8%
SCM
203
Shelton Capital Management
Colorado
$598K -$18.1K -278 -3%
FNBOO
204
First National Bank of Omaha
Nebraska
$597K +$17.9K +275 +3%
PAM
205
Paradigm Asset Management
New York
$585K – – –
Nomura Holdings
206
Nomura Holdings
Japan
$568K -$456K -6,987 -45%
Millennium Management
207
Millennium Management
New York
$563K -$6.05M -92,643 -91%
FA
208
FDx Advisors
Illinois
$560K -$78K -1,195 -12%
William Blair & Company
209
William Blair & Company
Illinois
$541K -$1.37K -21 -0.3%
RCG
210
Ruane, Cunniff & Goldfarb
New York
$521K – – –
ProShare Advisors
211
ProShare Advisors
Maryland
$515K +$170K +2,608 +49%
BMO
212
Beck Mack & Oliver
New York
$514K – – –
Citigroup
213
Citigroup
New York
$510K -$134K -2,058 -21%
BWAM
214
Boyd Watterson Asset Management
Ohio
$510K -$10.3K -158 -2%
FCBT
215
First Citizens Bank & Trust
North Carolina
$506K -$15.1K -232 -3%
ZIM
216
Zacks Investment Management
Illinois
$491K -$213K -3,266 -30%
FB
217
Fulton Bank
Pennsylvania
$491K +$207K +3,167 +73%
RCM
218
Reynolds Capital Management
Nevada
$476K +$32.6K +500 +7%
AI
219
Atria Investments
North Carolina
$470K +$12.2K +187 +3%
WMSA
220
Weiss Multi-Strategy Advisers
New York
$460K +$29.3K +449 +7%
SYBT
221
Stock Yards Bank & Trust
Kentucky
$457K +$2.28K +35 +0.5%
JG
222
Jefferies Group
New York
$425K +$129K +1,982 +44%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$420K +$6.83K +105 +2%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$411K +$19.6K +300 +5%
AG
225
Aperio Group
California
$408K +$80.6K +1,235 +25%
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