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IDEX
IEX

Overview Fund Activity

271 hedge funds and large institutions have $6.03B invested in IDEX in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-8
Holders Change %
-2.87%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
81
Reduced
121
Closed
30
Calls
$6.1M
Puts
$3.99M
Net Calls
+$2.11M
Net Calls Change
-$937K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$245M
2
ACM
2
Atlanta Capital Management
Georgia
$238M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$821M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$27.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
GAM
2
Gotham Asset Management
New York
$2.26M
3
Prudential Financial
3
Prudential Financial
New Jersey
$3.96M
4
EAM
4
Edge Asset Management
Washington
$25.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$57.6M – – –
Norges Bank
27
Norges Bank
Norway
$54.3M -$990K -12,604 -2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$53M -$5.36M -68,619 -9%
Wells Fargo
29
Wells Fargo
California
$47.4M -$3.43M -43,544 -7%
Artisan Partners
30
Artisan Partners
Wisconsin
$45.6M -$6.7M -85,279 -13%
FPA
31
First Pacific Advisors
California
$43.8M – – –
Allianz Asset Management
32
Allianz Asset Management
Germany
$39.9M -$973K -12,378 -2%
BAMCO Inc
33
BAMCO Inc
New York
$39M -$158K -2,013 -0.4%
IAMU
34
Impax Asset Management (UK)
United Kingdom
$38.5M +$2.81M +35,700 +8%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$36.2M -$528K -6,716 -1%
Goldman Sachs
36
Goldman Sachs
New York
$35.2M -$8.03M -102,185 -19%
VBA
37
Van Berkom & Associates
Quebec, Canada
$34.8M -$820K -10,430 -2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$34.5M +$2.18M +27,704 +7%
AI
39
Ariel Investments
Illinois
$32.7M -$862K -10,965 -3%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$32.5M -$832K -10,589 -2%
Principal Financial Group
41
Principal Financial Group
Iowa
$30.4M +$12.4M +157,192 +68%
MPIA
42
Mountain Pacific Investment Advisers
Idaho
$29.5M -$157K -2,000 -0.5%
NFA
43
Nationwide Fund Advisors
Ohio
$28.7M -$2.43M -30,887 -8%
HCM
44
Hahn Capital Management
California
$28.1M -$2.96M -37,696 -10%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$27.9M -$27.7K -353 -0.1%
Brown Advisory
46
Brown Advisory
Maryland
$27.4M -$4.19M -53,347 -13%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$27.3M +$27.3M +346,800 New
EAM
48
Edge Asset Management
Washington
$25.6M -$9.58M -121,936 -27%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$24.4M -$1.13M -14,437 -4%
BG
50
BlackRock Group
United Kingdom
$22M -$189K -2,403 -0.9%
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