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IDEX
IEX

Overview Fund Activity

356 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
135
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$491M
2
Millennium Management
2
Millennium Management
New York
$17.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
O
4
OppenheimerFunds
New York
$17.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$938M
2
Primecap Management
2
Primecap Management
California
$96.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$178M
4
Capital International Investors
4
Capital International Investors
California
$86.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$74.9M +$893K +7,352 +1%
CIP
27
Champlain Investment Partners
Vermont
$73.7M -$6.01M -49,490 -8%
Invesco
28
Invesco
Georgia
$72.5M -$4M -32,914 -5%
GI
29
GAMCO Investors
Connecticut
$69.3M -$1.43M -11,778 -2%
GF
30
Gabelli Funds
New York
$68.7M -$607K -5,000 -0.9%
Norges Bank
31
Norges Bank
Norway
$67.8M – – –
Deutsche Bank
32
Deutsche Bank
Germany
$55.8M +$10M +82,318 +22%
BAMCO Inc
33
BAMCO Inc
New York
$55.4M – – –
Artisan Partners
34
Artisan Partners
Wisconsin
$54.2M -$698K -5,743 -1%
Brown Advisory
35
Brown Advisory
Maryland
$49.8M +$2.88M +23,669 +6%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$46.4M +$376K +3,092 +0.8%
CBT
37
Capital Bank & Trust
California
$46.3M -$11.2M -91,849 -19%
Bank of America
38
Bank of America
North Carolina
$44.7M +$10.1M +83,510 +29%
NFA
39
Nationwide Fund Advisors
Ohio
$43.4M -$974K -8,020 -2%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$39.5M -$2.27M -18,720 -5%
Allianz Asset Management
41
Allianz Asset Management
Germany
$38.9M +$302K +2,488 +0.8%
MPIA
42
Mountain Pacific Investment Advisers
Idaho
$37.9M +$41.3K +340 +0.1%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$36.1M +$2.4M +19,762 +7%
First Trust Advisors
44
First Trust Advisors
Illinois
$35.6M +$14.7M +121,367 +71%
Morgan Stanley
45
Morgan Stanley
New York
$34.7M +$17.8M +146,388 +105%
Swiss National Bank
46
Swiss National Bank
Switzerland
$34.2M +$352K +2,900 +1%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$33.4M +$1.06M +8,752 +3%
Charles Schwab
48
Charles Schwab
California
$32.1M +$1.34M +11,027 +4%
HCM
49
Hahn Capital Management
California
$30.5M -$6.23M -51,275 -17%
GC
50
Guggenheim Capital
Illinois
$29.7M +$2.05M +16,848 +7%
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