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IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
201
Beck Mack & Oliver
New York
$679K – – –
GIA
202
GHP Investment Advisors
Colorado
$662K +$540 +6 +0.1%
FBT
203
First Bank & Trust
South Dakota
$662K +$662K +7,349 New
CAM
204
Capstone Asset Management
Texas
$648K +$8.1K +90 +1%
SCP
205
Sandhill Capital Partners
New York
$645K – – –
PAM
206
Princeton Alpha Management
New Jersey
$589K +$589K +6,545 New
HighTower Advisors
207
HighTower Advisors
Illinois
$572K -$15.9K -177 -3%
IRF
208
IBM Retirement Fund
New York
$554K -$91.5K -1,015 -14%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$545K -$2.46M -27,327 -82%
CCIA
210
Campbell & Co Investment Adviser
Maryland
$529K +$529K +5,879 New
SCM
211
Shelton Capital Management
Colorado
$515K +$515K +5,721 New
HSBC Holdings
212
HSBC Holdings
United Kingdom
$514K -$2.72M -30,108 -84%
TA
213
Tiedemann Advisors
New York
$507K +$507K +5,628 New
PRCM
214
Pine River Capital Management
Minnesota
$504K +$504K +5,600 New
DIA
215
Dana Investment Advisors
Wisconsin
$491K +$491K +5,447 New
HNB
216
Huntington National Bank
Ohio
$488K -$117K -1,300 -19%
LIA
217
LS Investment Advisors
Michigan
$480K +$28.2K +313 +6%
GHCM
218
Glen Harbor Capital Management
California
$478K +$478K +5,304 New
WAM
219
World Asset Management
Michigan
$442K -$30.5K -338 -6%
AAM
220
Azzad Asset Management
Virginia
$442K – – –
PG
221
PEAK6 Group
Illinois
$434K +$434K +4,818 New
O
222
OppenheimerFunds
New York
$429K -$13.1M -145,763 -97%
LIC
223
Lodestar Investment Counsel
Illinois
$423K -$42.8K -475 -9%
PHS
224
Pekin Hardy Strauss
Illinois
$423K +$423K +4,700 New
SWP
225
Stratos Wealth Partners
Ohio
$408K -$24.3K -270 -6%
7 8
9
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