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IDEX
IEX

Overview Fund Activity

457 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 37 closing their positions.

Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
150
Reduced
164
Closed
37
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.34M
Net Calls Change
-$6.09M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B
2
State Street
2
State Street
Massachusetts
$509M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M
4
Millennium Management
4
Millennium Management
New York
$96.5M
5
Invesco
5
Invesco
Georgia
$311M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$418M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$30.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$114M
5
ACM
5
Atlanta Capital Management
Georgia
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$95.8M 584,300 -6,000 -1%
CAM
27
Congress Asset Management
Massachusetts
$94.9M 579,222 -3,469 -0.6%
Bank of America
28
Bank of America
North Carolina
$92.2M 562,525 +55,231 +11%
Bessemer Group
29
Bessemer Group
New Jersey
$86.8M 529,349 -37,391 -7%
Victory Capital Management
30
Victory Capital Management
Texas
$84.1M 513,431 +274,420 +115%
BAMCO Inc
31
BAMCO Inc
New York
$84M 512,267 -2,056 -0.4%
Legal & General Group
32
Legal & General Group
United Kingdom
$83.5M 509,529 +163,543 +47%
Charles Schwab
33
Charles Schwab
California
$81.7M 498,296 +146,168 +42%
GF
34
Gabelli Funds
New York
$74M 451,400 -13,500 -3%
SCM
35
Snyder Capital Management
California
$73M 445,659 -12,493 -3%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$66.5M 405,764 +81,336 +25%
OTPPB
37
Ontario Teachers' Pension Plan Board
Ontario, Canada
$65.9M 401,867 +37,333 +10%
Franklin Resources
38
Franklin Resources
California
$63M 384,234 +19,734 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$61.6M 375,655 -1,623 -0.4%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$61.5M 375,157 +23,121 +7%
GI
41
GAMCO Investors
Connecticut
$59.3M 361,991 -54,450 -13%
Allianz Asset Management
42
Allianz Asset Management
Germany
$57.8M 352,305 -11,412 -3%
Brown Advisory
43
Brown Advisory
Maryland
$57.5M 350,763 +17,522 +5%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$54.7M 334,069 -33,410 -9%
UBS AM
45
UBS AM
Illinois
$52.7M 321,630 +40,410 +14%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$52.5M 320,331 +48,378 +18%
MPIA
47
Mountain Pacific Investment Advisers
Idaho
$47.9M 292,182 -1,232 -0.4%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$47.6M 290,315 +1,372 +0.5%
Wells Fargo
49
Wells Fargo
California
$46.1M 281,223 +40,673 +17%
Ameriprise
50
Ameriprise
Minnesota
$42.5M 259,394 -14,507 -5%
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