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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wasatch Advisors
Utah
$63.2M -$821K -10,546 -1%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$61.4M +$9.79M +125,765 +19%
Capital International Investors
28
Capital International Investors
California
$57.1M +$41.1M +527,400 +256%
Artisan Partners
29
Artisan Partners
Wisconsin
$55.1M +$146K +1,870 +0.3%
Norges Bank
30
Norges Bank
Norway
$52M – – –
FPA
31
First Pacific Advisors
California
$44.3M – – –
Goldman Sachs
32
Goldman Sachs
New York
$43M -$7.54M -96,825 -15%
Wells Fargo
33
Wells Fargo
California
$41.9M -$446K -5,731 -1%
Principal Financial Group
34
Principal Financial Group
Iowa
$41.2M -$1.01M -12,931 -2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$40M +$78.5K +1,009 +0.2%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$39.5M +$39.5M +507,602 New
BAMCO Inc
37
BAMCO Inc
New York
$38.9M +$28.1M +361,601 +262%
BTS
38
BB&T Securities
Virginia
$35.8M -$2.31M -2,963 -6%
VBA
39
Van Berkom & Associates
Quebec, Canada
$35.3M -$293K -3,769 -0.8%
IAMU
40
Impax Asset Management (UK)
United Kingdom
$35.3M +$11M +141,450 +45%
Brown Advisory
41
Brown Advisory
Maryland
$33.5M -$8.87M -113,925 -21%
AI
42
Ariel Investments
Illinois
$33.4M -$9.74M -125,080 -23%
NFA
43
Nationwide Fund Advisors
Ohio
$33M -$2.13M -27,339 -6%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$32.4M +$367K +4,717 +1%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$29.3M -$91.5K -1,175 -0.3%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$28M +$3.82M +49,127 +16%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$27.8M – – –
Ameriprise
48
Ameriprise
Minnesota
$26.9M -$5.64M -72,411 -17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$26.7M -$2.1M -27,014 -7%
Prudential Financial
50
Prudential Financial
New Jersey
$25.5M -$200K -2,570 -0.8%
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