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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
26
GAMCO Investors
Connecticut
$67.7M 723,272 -103,550 -13%
Northern Trust
27
Northern Trust
Illinois
$67.6M 721,980 +13,003 +2%
IAMU
28
Impax Asset Management (UK)
United Kingdom
$64.1M 685,126 -6,607 -1%
Allianz Asset Management
29
Allianz Asset Management
Germany
$58.3M 624,335 +95,303 +18%
Invesco
30
Invesco
Georgia
$56.7M 605,604 -5,673 -0.9%
Norges Bank
31
Norges Bank
Norway
$55.5M 620,636 -35,662 -5%
CIP
32
Champlain Investment Partners
Vermont
$53.5M 571,840 +72,725 +15%
Goldman Sachs
33
Goldman Sachs
New York
$52.9M 565,681 -23,834 -4%
Artisan Partners
34
Artisan Partners
Wisconsin
$50.4M 538,534 -8,236 -2%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$45.7M 488,250 +12,216 +3%
Wells Fargo
36
Wells Fargo
California
$45.6M 487,249 -21,682 -4%
Principal Financial Group
37
Principal Financial Group
Iowa
$44M 470,610 +38,507 +9%
BAMCO Inc
38
BAMCO Inc
New York
$42.6M 454,928 -800 -0.2%
Deutsche Bank
39
Deutsche Bank
Germany
$35.6M 380,627 +18,113 +5%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$34.8M 371,839 -31,590 -8%
MPIA
41
Mountain Pacific Investment Advisers
Idaho
$33.5M 358,008 -2,605 -0.7%
NFA
42
Nationwide Fund Advisors
Ohio
$32.4M 346,041 -23,115 -6%
HCM
43
Hahn Capital Management
California
$31.4M 363,612 -19,915 -5%
Brown Advisory
44
Brown Advisory
Maryland
$30.7M 328,060 +22,102 +7%
Bank of America
45
Bank of America
North Carolina
$29M 309,586 -16,886 -5%
EAM
46
Edge Asset Management
Washington
$28.4M 303,722 +36,524 +14%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$27.5M 294,095 -19,200 -6%
BG
48
BlackRock Group
United Kingdom
$26.5M 283,376 -15,983 -5%
PPA
49
Parametric Portfolio Associates
Washington
$26.3M 281,107 -1,501 -0.5%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$25.4M 271,941 -65,591 -19%
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