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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 %
Canada Life
201
Canada Life
Manitoba, Canada
$543K – – –
CAM
202
Capstone Asset Management
Texas
$539K -$63.1K -810 -10%
UCFA
203
United Capital Financial Advisors
Texas
$529K +$22.2K +285 +4%
WAM
204
World Asset Management
Michigan
$509K -$82.7K -1,063 -14%
Citigroup
205
Citigroup
New York
$509K +$12.6K +162 +3%
RCM
206
Reynolds Capital Management
Nevada
$506K -$15.6K -200 -3%
LIC
207
Lodestar Investment Counsel
Illinois
$496K -$144K -1,850 -22%
RJT
208
Raymond James Trust
Florida
$486K -$11.7K -150 -2%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$483K -$3.9K -50 -0.8%
IA
210
IndexIQ Advisors
New York
$474K +$334K +4,294 +239%
SG Americas Securities
211
SG Americas Securities
New York
$471K -$63.7K -818 -12%
OI
212
Oakbrook Investments
Illinois
$467K +$31.1K +400 +7%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$463K +$3.81K +49 +0.8%
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$462K -$1.01M -12,934 -69%
FB
215
Fulton Bank
Pennsylvania
$458K -$9.36K -120 -2%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$442K -$289K -3,717 -40%
LCS
217
Levin Capital Strategies
New York
$428K +$428K +5,500 New
Los Angeles Capital Management
218
Los Angeles Capital Management
California
$427K +$427K +5,485 New
SYBT
219
Stock Yards Bank & Trust
Kentucky
$421K -$46.7K -600 -10%
RCG
220
Ruane, Cunniff & Goldfarb
New York
$407K -$215K -2,760 -35%
GIA
221
GHP Investment Advisors
Colorado
$407K +$13.6K +175 +3%
MCM
222
McKinley Capital Management
Alaska
$394K +$394K +5,060 New
CTC
223
Central Trust Company
Missouri
$380K -$3.19K -41 -0.8%
SWP
224
Stratos Wealth Partners
Ohio
$376K +$156 +2 +0%
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$371K -$74.2K -953 -17%
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9
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