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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$250M
3
CIP
3
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
5
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
5
Goldman Sachs
New York
$91.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
26
Gabelli Funds
New York
$62.2M -$1.25M -9,900 -2%
Barclays
27
Barclays
United Kingdom
$61.9M -$4.77M -37,811 -7%
BAMCO Inc
28
BAMCO Inc
New York
$60.8M +$3.23M +25,599 +6%
GI
29
GAMCO Investors
Connecticut
$56.8M -$1.69M -13,350 -3%
Allianz Asset Management
30
Allianz Asset Management
Germany
$45M -$1.25M -9,955 -3%
Bank of America
31
Bank of America
North Carolina
$43.9M +$1.79M +14,141 +4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$43.4M +$2.44M +19,354 +6%
Brown Advisory
33
Brown Advisory
Maryland
$42.3M +$1.02M +8,083 +2%
Charles Schwab
34
Charles Schwab
California
$40.6M +$1.25M +9,909 +3%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$39.6M -$51.1M -404,374 -56%
Franklin Resources
36
Franklin Resources
California
$39.2M +$5.68M +45,000 +17%
CBT
37
Capital Bank & Trust
California
$37.6M -$176K -1,391 -0.5%
O
38
OppenheimerFunds
New York
$37.5M +$4.88M +38,621 +15%
MPIA
39
Mountain Pacific Investment Advisers
Idaho
$36.9M +$418K +3,310 +1%
Prudential Financial
40
Prudential Financial
New Jersey
$36.9M -$5.59M -44,252 -13%
PAM
41
Panagora Asset Management
Massachusetts
$35.4M -$9.01M -71,384 -20%
SAM
42
Southernsun Asset Management
Tennessee
$35.4M -$10.2M -80,587 -22%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$33M +$2.22M +17,842 +7%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$32.3M -$22.1K -175 -0.1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$31.5M +$530K +4,200 +2%
Wells Fargo
46
Wells Fargo
California
$31.2M +$407K +3,223 +1%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$31.1M -$177K -1,400 -0.6%
Ameriprise
48
Ameriprise
Minnesota
$30.6M -$1.26M -10,000 -4%
Capital International Investors
49
Capital International Investors
California
$29.7M – – –
UBS AM
50
UBS AM
Illinois
$29.1M -$103K -814 -0.4%
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