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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 %
SCM
201
Shelton Capital Management
Colorado
$723K – – –
SFP
202
Santa Fe Partners
New Mexico
$715K -$759K -9,412 -52%
William Blair & Company
203
William Blair & Company
Illinois
$700K – – –
RCM
204
Reynolds Capital Management
Nevada
$694K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$688K +$23.5K +291 +4%
AB
206
Amalgamated Bank
New York
$685K -$50.6K -627 -7%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$655K -$8M -99,142 -92%
RCG
208
Ruane, Cunniff & Goldfarb
New York
$645K – – –
BMO
209
Beck Mack & Oliver
New York
$636K – – –
WAM
210
World Asset Management
Michigan
$633K -$7.67K -95 -1%
USAA
211
United Services Automobile Association
Texas
$630K -$32.3K -400 -5%
JG
212
Jefferies Group
New York
$618K -$282K -3,494 -31%
CAM
213
Capstone Asset Management
Texas
$617K -$88K -1,090 -12%
Citadel Advisors
214
Citadel Advisors
Florida
$613K -$2.18M -26,956 -78%
BOC
215
Barbara Oil Co
Illinois
$601K – – –
TH
216
Timber Hill
Connecticut
$596K +$169K +2,091 +40%
Citigroup
217
Citigroup
New York
$591K -$57.3K -710 -9%
TRCT
218
Tower Research Capital (TRC)
New York
$569K +$567K +7,023 +30,535%
FA
219
Fagan Associates
New York
$565K -$31.5K -390 -5%
BWAM
220
Boyd Watterson Asset Management
Ohio
$552K -$10.2K -126 -2%
GCP
221
GSA Capital Partners
United Kingdom
$541K -$710K -8,797 -57%
CANY
222
Caxton Associates (New York)
New York
$525K +$525K +6,500 New
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$505K – – –
RJT
224
Raymond James Trust
Florida
$505K +$10K +124 +2%
OI
225
Oakbrook Investments
Illinois
$488K +$153K +1,900 +46%
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