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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
1
Ceredex Value Advisors
Florida
$80.8M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$960M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$385M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.17B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$360M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$216M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$25.4M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$7.13M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$89.3M +$15.6M +112,939 +21%
Bessemer Group
27
Bessemer Group
New Jersey
$83.7M +$15.3M +110,994 +22%
CVA
28
Ceredex Value Advisors
Florida
$80.8M +$80.8M +585,372 New
CAM
29
Congress Asset Management
Massachusetts
$79.6M -$436K -3,160 -0.5%
Legal & General Group
30
Legal & General Group
United Kingdom
$79.5M +$3.04M +21,981 +4%
Primecap Management
31
Primecap Management
California
$77.4M -$2.97M -21,515 -4%
Charles Schwab
32
Charles Schwab
California
$74.2M +$4.03M +29,203 +6%
BAMCO Inc
33
BAMCO Inc
New York
$70.3M -$579K -4,189 -0.8%
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$68.4M +$12.5M +90,701 +22%
FPP
35
Findlay Park Partners
United Kingdom
$63.5M – – –
Ameriprise
36
Ameriprise
Minnesota
$59M +$5.37M +38,860 +10%
GF
37
Gabelli Funds
New York
$54.1M -$3.14M -22,700 -5%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$53.1M +$1.32M +9,584 +3%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$53.1M -$2.04M -14,750 -4%
SCM
40
Snyder Capital Management
California
$52.8M -$194K -1,405 -0.4%
UBS AM
41
UBS AM
Illinois
$50.8M +$2.82M +20,401 +6%
Brown Advisory
42
Brown Advisory
Maryland
$48.6M -$195K -1,409 -0.4%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$47.2M +$6.56M +47,510 +16%
GI
44
GAMCO Investors
Connecticut
$46.9M -$2.23M -16,158 -5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$46.4M +$2.76M +19,957 +6%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$43.6M – – –
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$43.3M +$8.5M +61,538 +24%
Franklin Resources
48
Franklin Resources
California
$41.7M -$10.9M -79,039 -21%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$41M +$200K +1,449 +0.5%
Swiss National Bank
50
Swiss National Bank
Switzerland
$40.8M +$7.73M +56,000 +23%
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