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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Capstone Asset Management
Texas
$453K -$53.6K -700 -11%
FMT
202
First Mercantile Trust
Tennessee
$450K -$109K -1,420 -19%
LIC
203
Lodestar Investment Counsel
Illinois
$439K -$7.67K -100 -2%
PP
204
Paloma Partners
Connecticut
$423K +$423K +5,519 New
LCS
205
Levin Capital Strategies
New York
$421K – – –
JIC
206
Johnson Investment Counsel
Ohio
$418K -$53.6K -700 -11%
AP
207
AHL Partners
United Kingdom
$410K +$31.5K +411 +8%
RCG
208
Ruane, Cunniff & Goldfarb
New York
$400K – – –
CIM
209
Calvert Investment Management
Maryland
$396K +$97.9K +1,279 +33%
Twin Tree Management
210
Twin Tree Management
Texas
$394K +$393K +5,124 +30,141%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$388K +$294K +3,834 +311%
Walleye Trading
212
Walleye Trading
New York
$385K +$385K +5,027 New
AAM
213
Advisors Asset Management
Colorado
$381K -$76.2K -994 -17%
AAM
214
Azzad Asset Management
Virginia
$376K +$376K +4,907 New
CCA
215
Catalyst Capital Advisors
New York
$375K +$375K +4,900 New
SWP
216
Stratos Wealth Partners
Ohio
$374K +$1.3K +17 +0.3%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$370K -$14.9K -195 -4%
RJT
218
Raymond James Trust
Florida
$368K -$40.4K -526 -10%
HNB
219
Huntington National Bank
Ohio
$363K -$12.8K -167 -3%
FBNAT
220
FirstMerit Bank N.A. Trustee
Ohio
$360K -$6.98K -91 -2%
SYBT
221
Stock Yards Bank & Trust
Kentucky
$359K -$46K -600 -11%
CTC
222
Central Trust Company
Missouri
$344K -$20.5K -268 -6%
O
223
OppenheimerFunds
New York
$336K +$336K +4,386 New
CC
224
Curian Capital
Colorado
$319K -$486K -6,340 -60%
MPI
225
Mairs & Power Inc
Minnesota
$312K – – –
7 8
9
10 11