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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 %
SYBT
201
Stock Yards Bank & Trust
Kentucky
$377K -$2.64K -37 -0.7%
RCG
202
Ruane, Cunniff & Goldfarb
New York
$373K – – –
OA
203
OFI Advisors
Pennsylvania
$365K +$14.4K +202 +4%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$359K -$12.9K -181 -3%
RCM
205
Riverhead Capital Management
Delaware
$357K +$357K +5,000 New
AP
206
AHL Partners
United Kingdom
$353K -$546K -7,648 -61%
HNB
207
Huntington National Bank
Ohio
$349K +$126K +1,773 +57%
SWP
208
Stratos Wealth Partners
Ohio
$347K +$2.57K +36 +0.7%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$344K -$3.39M -47,547 -91%
FBNAT
210
FirstMerit Bank N.A. Trustee
Ohio
$341K -$214 -3 -0.1%
CTC
211
Central Trust Company
Missouri
$340K +$2.71K +38 +0.8%
JG
212
Jefferies Group
New York
$333K -$37.2K -522 -10%
MCM
213
McKinley Capital Management
Alaska
$307K -$34.9K -490 -10%
MPI
214
Mairs & Power Inc
Minnesota
$290K – – –
FA
215
Fagan Associates
New York
$280K – – –
CIM
216
Calvert Investment Management
Maryland
$277K +$12K +169 +5%
HighTower Advisors
217
HighTower Advisors
Illinois
$271K +$6.4K +90 +2%
WAM
218
World Asset Management
Michigan
$259K +$45.5K +638 +21%
BUB
219
BBVA USA Bancshares
Texas
$244K +$20.3K +285 +9%
YMRC
220
Yorktown Management & Research Company
Virginia
$235K – – –
SWM
221
Segment Wealth Management
Texas
$230K – – –
TAM
222
Tocqueville Asset Management
New York
$228K – – –
USAA
223
United Services Automobile Association
Texas
$224K +$224K +3,143 New
VAM
224
Visium Asset Management
New York
$221K +$221K +3,093 New
BA
225
Bridgewater Associates
Connecticut
$218K +$218K +3,063 New
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9
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