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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
201
Virtu KCG Holdings
New York
$716K -$336K -3,593 -32%
BMO
202
Beck Mack & Oliver
New York
$705K -$31.5K -337 -4%
FRM
203
Fox Run Management
Connecticut
$692K +$692K +7,400 New
GIA
204
GHP Investment Advisors
Colorado
$687K +$8.51K +91 +1%
DSC
205
Duncker Streett & Co
Missouri
$681K +$187 +2 +0%
IRF
206
IBM Retirement Fund
New York
$670K -$48.2K -515 -7%
SCP
207
Sandhill Capital Partners
New York
$670K – – –
CAM
208
Capstone Asset Management
Texas
$665K +$4.68K +50 +0.7%
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$656K – – –
HNB
210
Huntington National Bank
Ohio
$628K +$258K +2,758 +70%
HighTower Advisors
211
HighTower Advisors
Illinois
$613K +$247K +2,635 +67%
TI
212
Trexquant Investment
Connecticut
$600K +$600K +6,409 New
QC
213
Quadrature Capital
United Kingdom
$599K -$1.92M -20,510 -76%
ProShare Advisors
214
ProShare Advisors
Maryland
$592K -$40.1K -429 -6%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$540K +$28.2K +302 +6%
WAM
216
World Asset Management
Michigan
$490K +$118K +1,265 +32%
LIC
217
Lodestar Investment Counsel
Illinois
$484K -$4.68K -50 -1%
SCA
218
Secor Capital Advisors
New York
$482K +$482K +5,151 New
SCM
219
Segantii Capital Management
Hong Kong
$474K +$474K +5,100 New
LIA
220
LS Investment Advisors
Michigan
$469K +$10.9K +117 +2%
AAM
221
Azzad Asset Management
Virginia
$459K – – –
SWP
222
Stratos Wealth Partners
Ohio
$449K -$7.86K -84 -2%
FB
223
Fulton Bank
Pennsylvania
$448K -$73.4K -784 -14%
CCM
224
Chilton Capital Management
Texas
$419K +$10.2K +109 +2%
FMT
225
First Mercantile Trust
Tennessee
$409K -$61.8K -660 -13%
7 8
9
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