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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
SAM
Southernsun Asset Management
Tennessee
$151M
3
FPA
First Pacific Advisors
California
$0
4
ACM
Atlanta Capital Management
Georgia
$295M
5
LM
Luminus Management
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$54.9M +$1.99M +25,913 +4%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$54.4M +$1.85M +24,100 +4%
IAMU
28
Impax Asset Management (UK)
United Kingdom
$50.4M +$12.2M +159,100 +32%
Bessemer Group
29
Bessemer Group
New Jersey
$48.5M +$3.01M +39,295 +7%
Artisan Partners
30
Artisan Partners
Wisconsin
$44.3M -$1.28M -16,706 -3%
Wells Fargo
31
Wells Fargo
California
$39.4M -$6.35M -82,922 -14%
Allianz Asset Management
32
Allianz Asset Management
Germany
$38.9M +$86K +1,122 +0.2%
VBA
33
Van Berkom & Associates
Quebec, Canada
$34.7M -$119K -1,550 -0.3%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$33.7M +$1.94M +25,274 +6%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$33.5M +$869K +11,340 +3%
BAMCO Inc
36
BAMCO Inc
New York
$32.8M +$3.25M +42,487 +11%
Principal Financial Group
37
Principal Financial Group
Iowa
$32.5M +$540K +7,054 +2%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$32.5M -$1.02M -13,314 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$28.5M +$15.9M +207,195 +125%
NFA
40
Nationwide Fund Advisors
Ohio
$28.5M +$1.44M +18,819 +5%
Goldman Sachs
41
Goldman Sachs
New York
$28.5M -$8.51M -111,072 -23%
HCM
42
Hahn Capital Management
California
$28.1M -$31.2K -407 -0.1%
MPIA
43
Mountain Pacific Investment Advisers
Idaho
$27.6M -$954K -12,450 -3%
Bank of America
44
Bank of America
North Carolina
$25.9M +$991K +12,930 +4%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$25.6M -$1.55M -20,224 -6%
AI
46
Ariel Investments
Illinois
$25M +$202K +2,632 +0.8%
EAM
47
Edge Asset Management
Washington
$24M -$252K -3,288 -1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$23.7M – – –
Brown Advisory
49
Brown Advisory
Maryland
$23.1M -$911K -11,893 -4%
BG
50
BlackRock Group
United Kingdom
$22.8M +$1.03M +13,498 +5%
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