IEX icon

IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
State Street
3
State Street
Massachusetts
$271M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$102M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
26
Champlain Investment Partners
Vermont
$74.2M -$6.52M -57,700 -8%
Invesco
27
Invesco
Georgia
$71.1M -$6.86M -60,731 -9%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$68.9M +$4.15M +36,779 +6%
GI
29
GAMCO Investors
Connecticut
$65.8M -$2.28M -20,196 -3%
GF
30
Gabelli Funds
New York
$64.5M -$3.5M -31,000 -5%
Norges Bank
31
Norges Bank
Norway
$63M -$591K -5,229 -0.9%
CBT
32
Capital Bank & Trust
California
$53.4M +$53.4M +472,782 New
BAMCO Inc
33
BAMCO Inc
New York
$51.5M +$88.1K +780 +0.2%
Artisan Partners
34
Artisan Partners
Wisconsin
$51.1M -$1.91M -16,942 -4%
Ameriprise
35
Ameriprise
Minnesota
$45M -$2.7M -23,891 -6%
Brown Advisory
36
Brown Advisory
Maryland
$43.7M +$1.43M +12,616 +3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$42.8M +$180K +1,597 +0.4%
Deutsche Bank
38
Deutsche Bank
Germany
$42.6M -$4.37M -38,700 -9%
Prudential Financial
39
Prudential Financial
New Jersey
$41.6M +$34.3M +303,440 +469%
NFA
40
Nationwide Fund Advisors
Ohio
$41.3M -$852K -7,542 -2%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$38.9M +$7.42M +65,665 +24%
Allianz Asset Management
42
Allianz Asset Management
Germany
$35.8M -$5.79M -51,365 -14%
MPIA
43
Mountain Pacific Investment Advisers
Idaho
$35.2M -$55K -487 -0.2%
HCM
44
Hahn Capital Management
California
$34.2M -$4.12M -36,451 -11%
Bank of America
45
Bank of America
North Carolina
$32.2M -$2.64M -23,358 -8%
Swiss National Bank
46
Swiss National Bank
Switzerland
$31.5M +$17.2M +152,200 +121%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$31.3M -$2.21M -19,535 -7%
CGT
48
Capital Guardian Trust
California
$30.6M -$57.9M -512,447 -65%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$30.1M -$530K -4,689 -2%
Charles Schwab
50
Charles Schwab
California
$28.6M +$1.92M +16,983 +7%
1
2
3 4 5