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IDEX
IEX

Overview Fund Activity

423 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 40 closing their positions.

Holders
423
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
138
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.44M
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$446M
2
Invesco
2
Invesco
Georgia
$253M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$42.4M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$910M
2
CBT
2
Capital Bank & Trust
California
$690K
3
CGT
3
Capital Guardian Trust
California
$961K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$305M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$100M 582,691 -8,243 -1%
Bessemer Group
27
Bessemer Group
New Jersey
$97.6M 566,740 +206 +0%
BAMCO Inc
28
BAMCO Inc
New York
$88.5M 514,323 -126 -0%
Bank of America
29
Bank of America
North Carolina
$87.3M 507,294 +80,002 +19%
Barclays
30
Barclays
United Kingdom
$83.4M 484,732 -56,016 -10%
GF
31
Gabelli Funds
New York
$80M 464,900 -21,500 -4%
SCM
32
Snyder Capital Management
California
$78.9M 458,152 -35,126 -7%
GI
33
GAMCO Investors
Connecticut
$71.7M 416,441 -25,147 -6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$64.9M 377,278 +10,506 +3%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$63.3M 367,479 +130,169 +55%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M 364,534 +179,980 +98%
Franklin Resources
37
Franklin Resources
California
$62.7M 364,500 +19,400 +6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$62.6M 363,717 +3,262 +0.9%
Charles Schwab
39
Charles Schwab
California
$60.6M 352,128 +11,218 +3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$60.6M 352,036 +4,572 +1%
Legal & General Group
41
Legal & General Group
United Kingdom
$59.5M 345,986 +78,453 +29%
Brown Advisory
42
Brown Advisory
Maryland
$57.4M 333,241 -997 -0.3%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56M 325,167 -479 -0.1%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$55.8M 324,428 +93,031 +40%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$50.5M 293,414 -109 -0%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$49.7M 288,943 -1,059 -0.4%
UBS AM
47
UBS AM
Illinois
$48.4M 281,220 +51,560 +22%
Ameriprise
48
Ameriprise
Minnesota
$47.2M 273,901 +19,849 +8%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$46.8M 271,953 -18,931 -7%
PAM
50
Panagora Asset Management
Massachusetts
$43.6M 253,402 -8,611 -3%
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