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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
201
IBM Retirement Fund
New York
$630K -$20.8K -253 -3%
SCM
202
Shelton Capital Management
Colorado
$624K – – –
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$610K +$508K +6,189 +498%
DSC
204
Duncker Streett & Co
Missouri
$597K +$47.8K +583 +9%
GIA
205
GHP Investment Advisors
Colorado
$595K +$14.4K +175 +2%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$591K +$30.1K +367 +5%
SCP
207
Sandhill Capital Partners
New York
$588K – – –
CAM
208
Capstone Asset Management
Texas
$580K +$14.8K +180 +3%
TG
209
TLP Group
Illinois
$579K +$579K +7,047 New
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$576K – – –
DCM
211
Driehaus Capital Management
Illinois
$575K +$575K +7,000 New
Victory Capital Management
212
Victory Capital Management
Texas
$562K +$29.7K +361 +6%
ProShare Advisors
213
ProShare Advisors
Maryland
$555K -$74.6K -908 -12%
Twin Tree Management
214
Twin Tree Management
Texas
$481K -$555K -6,759 -54%
Walleye Trading
215
Walleye Trading
New York
$479K -$169K -2,055 -26%
CIM
216
Calvert Investment Management
Maryland
$478K – – –
FB
217
Fulton Bank
Pennsylvania
$457K -$13.5K -165 -3%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$449K +$40.1K +489 +10%
DIA
219
Dana Investment Advisors
Wisconsin
$447K +$115K +1,406 +35%
CG
220
Clinton Group
New York
$441K +$441K +5,369 New
LIC
221
Lodestar Investment Counsel
Illinois
$429K – – –
BW
222
Bison Wealth
Georgia
$417K +$417K +5,103 New
FMT
223
First Mercantile Trust
Tennessee
$413K -$32.8K -400 -7%
SEC
224
Seven Eight Capital
New York
$411K +$395K +4,800 +2,400%
AAM
225
Azzad Asset Management
Virginia
$403K +$82 +1 +0%
7 8
9
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