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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$764M
5
EAM
5
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M
4
CGT
4
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$56.1M -$3.11M -41,400 -5%
Capital International Investors
27
Capital International Investors
California
$55.6M – – –
Norges Bank
28
Norges Bank
Norway
$53.3M +$2.7M +35,625 +5%
Artisan Partners
29
Artisan Partners
Wisconsin
$50.5M -$3.15M -41,587 -6%
Wells Fargo
30
Wells Fargo
California
$49M +$8.13M +107,203 +20%
FPA
31
First Pacific Advisors
California
$42.3M -$910K -12,000 -2%
Goldman Sachs
32
Goldman Sachs
New York
$41.7M -$238K -3,138 -0.6%
Allianz Asset Management
33
Allianz Asset Management
Germany
$39.5M +$545K +7,193 +1%
BAMCO Inc
34
BAMCO Inc
New York
$37.8M -$130K -1,709 -0.3%
IAMU
35
Impax Asset Management (UK)
United Kingdom
$34.4M +$30.3K +400 +0.1%
VBA
36
Van Berkom & Associates
Quebec, Canada
$34.4M +$6.83K +90 +0%
EAM
37
Edge Asset Management
Washington
$34M +$11.8M +155,765 +53%
AI
38
Ariel Investments
Illinois
$32.4M -$150K -1,975 -0.5%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$32.1M +$526K +6,932 +2%
BTS
40
BB&T Securities
Virginia
$31.7M -$3.22M -4,251 -9%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$31.2M +$3.92M +51,692 +14%
Brown Advisory
42
Brown Advisory
Maryland
$30.5M -$2.14M -28,170 -7%
NFA
43
Nationwide Fund Advisors
Ohio
$30M -$2.18M -28,736 -7%
HCM
44
Hahn Capital Management
California
$30M +$5.72M +75,410 +24%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$28.6M +$91K +1,200 +0.3%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$26.9M -$165K -2,175 -0.6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$24.6M -$1.36M -17,900 -5%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$23.2M -$2.03M -40,753 -8%
Ameriprise
49
Ameriprise
Minnesota
$21.5M -$4.66M -61,405 -18%
BG
50
BlackRock Group
United Kingdom
$21.4M +$412K +5,430 +2%
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