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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
201
Victory Capital Management
Texas
$537K -$637K -7,684 -54%
Capstone Investment Advisors
202
Capstone Investment Advisors
New York
$505K +$505K +6,100 New
CIM
203
Calvert Investment Management
Maryland
$483K +$54.1K +652 +13%
FB
204
Fulton Bank
Pennsylvania
$475K -$27.1K -327 -5%
FMT
205
First Mercantile Trust
Tennessee
$450K -$37.3K -450 -8%
LIC
206
Lodestar Investment Counsel
Illinois
$433K -$41.4K -500 -9%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$413K +$12.4K +150 +3%
AAM
208
Azzad Asset Management
Virginia
$407K – – –
SWP
209
Stratos Wealth Partners
Ohio
$405K +$332 +4 +0.1%
FBNAT
210
FirstMerit Bank N.A. Trustee
Ohio
$402K +$12.8K +154 +3%
JHIU
211
Janus Henderson Investors US
Colorado
$398K -$4.93M -59,500 -93%
SYBT
212
Stock Yards Bank & Trust
Kentucky
$388K – – –
RJT
213
Raymond James Trust
Florida
$383K -$13.8K -167 -3%
William Blair & Company
214
William Blair & Company
Illinois
$371K -$407K -4,918 -52%
JIC
215
Johnson Investment Counsel
Ohio
$369K -$82.7K -1,000 -18%
CTC
216
Central Trust Company
Missouri
$348K -$25.1K -302 -7%
BUB
217
BBVA USA Bancshares
Texas
$347K +$55.1K +665 +19%
MPI
218
Mairs & Power Inc
Minnesota
$337K – – –
JG
219
Jefferies Group
New York
$335K -$161K -1,940 -32%
DIA
220
Dana Investment Advisors
Wisconsin
$335K +$335K +4,041 New
FA
221
Fagan Associates
New York
$325K – – –
WAM
222
World Asset Management
Michigan
$309K -$4.23K -51 -1%
AAM
223
Advisors Asset Management
Colorado
$305K -$107K -1,294 -26%
O
224
OppenheimerFunds
New York
$301K -$62.4K -753 -17%
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$296K -$124K -1,502 -30%
7 8
9
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