Dark
Light
System
Security
IDEX CORP
IDEX CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 292 Institutional holders with a total value of $6,362,231,972.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MSI Financial Services Inc 5 0 0.00%
2 Creative Planning 6 0 0.00%
3 Cornerstone Advisors, Inc. 11 1,000 0.00%
4 Tarbox Family Office, Inc. 13 1,000 0.00%
5 ClariVest Asset Management LLC 17 1,000 0.00%
6 TCI Wealth Advisors, Inc. 21 2,000 0.00%
7 PIEDMONT INVESTMENT ADVISORS INC 40 3,229 0.00%
8 MUFG Americas Holdings Corp 56 5,000 0.00%
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 72 6,000 0.00%
10 MassMutual Private Wealth & Trust, FSB 84 6,782 0.00%
11 WESTPORT RESOURCES MANAGEMENT INC 90 7,000 0.00%
12 Weaver C. Barksdale & Associates, Inc. 119 10,000 0.00%
13 PRIVATE TRUST CO NA 137 11,000 0.00%
14 Gemmer Asset Management LLC 148 12,000 0.00%
15 First Horizon Advisors, Inc. 195 14,000 0.00%
16 Plante Moran Financial Advisors, LLC 213 17,000 0.00%
17 Ledyard National Bank 211 17,000 0.00%
18 ENTERPRISE FINANCIAL SERVICES CORP 252 20,000 0.00%
19 PRENTISS SMITH & CO INC 250 20,000 0.00%
20 FARMERS & MERCHANTS INVESTMENTS INC 280 23,000 0.00%
21 Oakworth Capital, Inc. 313 25,000 0.00%
22 FineMark National Bank & Trust 542 44,000 0.00%
23 D.A. DAVIDSON & CO. 725 58,000 0.00%
24 Visionary Asset Management, Inc. 725 59,000 0.00%
25 B. Riley Wealth Advisors, Inc. 790 63,785 0.00%
26 VICTORY CAPITAL MANAGEMENT INC 1,024 83,000 0.00%
27 Walleye Trading LLC 1,100 88,000 0.00% Put
28 PARADIGM ASSET MANAGEMENT CO LLC 1,210 97,695 0.00%
29 WASHINGTON TRUST BANK 1,232 99,000 0.00%
30 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 1,800 145,000 0.00%
31 Wallington Asset Management, LLC 1,800 145,000 0.00%
32 US BANCORP \DE\ 1,855 149,000 0.00%
33 BARCLAYS PLC 1,900 152,000 0.00% Put
34 PRELUDE CAPITAL MANAGEMENT, LLC 2,050 166,000 0.00%
35 Estabrook Capital Management 2,250 181,665 0.00%
36 FULLER & THALER ASSET MANAGEMENT, INC. 2,300 186,000 0.00%
37 SEI TRUST CO 2,500 202,000 0.00%
38 VIRGINIA RETIREMENT SYSTEMS ET Al 2,500 202,000 0.00%
39 HSBC HOLDINGS PLC 2,559 207,000 0.00%
40 FIRST CITIZENS BANK & TRUST CO 2,568 207,000 0.00%
41 IBERIABANK CORP 2,648 214,000 0.00%
42 STEPHENS INC /AR/ 2,837 229,000 0.00%
43 TEACHER RETIREMENT SYSTEM OF TEXAS 2,980 241,000 0.00%
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,000 242,000 0.00% Put
45 HARTFORD INVESTMENT MANAGEMENT CO 3,038 245,000 0.00%
46 HighTower Advisors, LLC 3,081 249,000 0.00%
47 BBVA USA Bancshares, Inc. 3,078 249,000 0.00%
48 Zweig-DiMenna Associates LLC 3,100 250,000 0.00%
49 Segment Wealth Management, LLC 3,221 260,000 0.00%
50 BANK OF HAWAII 3,529 285,000 0.00%
Page 1 of 6

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.