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IDEX
IEX

Overview Fund Activity

407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M

Top Buyers

1
Barclays
Barclays
United Kingdom
$57.7M
2
PAM
Panagora Asset Management
Massachusetts
$38.5M
3
BlackRock
BlackRock
New York
$1.08B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$113M
5
Vanguard Group
Vanguard Group
Pennsylvania
$958M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$549M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.01B
3
SAM
Southernsun Asset Management
Tennessee
$93.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
5
Artisan Partners
Artisan Partners
Wisconsin
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$87.8M +$8.26M +57,992 +10%
SCM
27
Snyder Capital Management
California
$87.4M -$499K -3,500 -0.6%
Invesco
28
Invesco
Georgia
$75M -$6.27M -44,012 -8%
GF
29
Gabelli Funds
New York
$74.9M -$1.57M -11,000 -2%
GI
30
GAMCO Investors
Connecticut
$74M -$5.58M -39,163 -7%
BAMCO Inc
31
BAMCO Inc
New York
$64.9M -$6.41K -45 -0%
Barclays
32
Barclays
United Kingdom
$57.7M +$55.6M +389,929 +2,567%
CIP
33
Champlain Investment Partners
Vermont
$56.1M -$19.7M -138,435 -26%
Prudential Financial
34
Prudential Financial
New Jersey
$53.7M +$24.9M +174,470 +86%
Capital International Investors
35
Capital International Investors
California
$51.8M -$12.4M -86,800 -19%
Bank of America
36
Bank of America
North Carolina
$51.7M +$13.1M +92,044 +34%
Allianz Asset Management
37
Allianz Asset Management
Germany
$51.4M -$389K -2,732 -0.8%
Brown Advisory
38
Brown Advisory
Maryland
$50.5M +$716K +5,027 +1%
Deutsche Bank
39
Deutsche Bank
Germany
$46.3M -$7.15M -50,168 -13%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$45.6M -$1.62M -11,356 -3%
CBT
41
Capital Bank & Trust
California
$43.7M -$2.2M -15,467 -5%
MPIA
42
Mountain Pacific Investment Advisers
Idaho
$42.1M -$1.73M -12,120 -4%
Charles Schwab
43
Charles Schwab
California
$40.7M +$1.28M +8,996 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$40.2M -$4.96M -34,797 -11%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$39.1M -$33.9K -238 -0.1%
Morgan Stanley
46
Morgan Stanley
New York
$38.7M +$1.9M +13,313 +5%
PAM
47
Panagora Asset Management
Massachusetts
$38.5M +$36.2M +253,698 +1,560%
Artisan Partners
48
Artisan Partners
Wisconsin
$38.1M -$23.4M -164,229 -38%
First Trust Advisors
49
First Trust Advisors
Illinois
$37.9M -$7.27M -51,010 -16%
Ameriprise
50
Ameriprise
Minnesota
$35.8M -$470K -3,297 -1%
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