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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$680K +$63.2K +874 +10%
CD
202
Carl Domino
Florida
$657K -$1.09K -15 -0.2%
FMT
203
First Mercantile Trust
Tennessee
$649K -$212K -2,933 -25%
SCM
204
Shelton Capital Management
Colorado
$648K – – –
GMIM
205
General Motors Investment Management
New York
$646K +$646K +8,927 New
William Blair & Company
206
William Blair & Company
Illinois
$636K +$8.53K +118 +1%
AB
207
Amalgamated Bank
New York
$622K +$7.53K +104 +1%
LIC
208
Lodestar Investment Counsel
Illinois
$595K -$90.4K -1,250 -13%
JIC
209
Johnson Investment Counsel
Ohio
$590K -$155K -2,140 -21%
CSS
210
Cubist Systematic Strategies
Connecticut
$587K +$587K +8,108 New
PA
211
Profund Advisors
Maryland
$578K -$249K -3,436 -30%
RCG
212
Ruane, Cunniff & Goldfarb
New York
$578K – – –
BMO
213
Beck Mack & Oliver
New York
$570K – – –
CAM
214
Capstone Asset Management
Texas
$559K +$6.51K +90 +1%
SCP
215
Sandhill Capital Partners
New York
$554K +$554K +7,657 New
WAM
216
World Asset Management
Michigan
$550K -$16.8K -232 -3%
BOC
217
Barbara Oil Co
Illinois
$530K – – –
Canada Life
218
Canada Life
Manitoba, Canada
$508K +$170K +2,340 +50%
FA
219
Fagan Associates
New York
$507K – – –
SG Americas Securities
220
SG Americas Securities
New York
$497K -$1.8M -24,803 -78%
RCM
221
Reynolds Capital Management
Nevada
$485K -$138K -1,900 -22%
DTL
222
Dynamic Technology Lab
Singapore
$484K +$484K +6,685 New
CG
223
Clinton Group
New York
$474K +$474K +6,551 New
UCFA
224
United Capital Financial Advisors
Texas
$471K +$471K +6,513 New
RJT
225
Raymond James Trust
Florida
$463K +$9.56K +132 +2%
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