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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$48.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$98.5M -$15.8M -100,094 -14%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$91.8M -$11.4M -72,018 -11%
CAM
28
Congress Asset Management
Massachusetts
$91.5M +$363K +2,294 +0.4%
Barclays
29
Barclays
United Kingdom
$90.6M -$12M -75,911 -12%
Artisan Partners
30
Artisan Partners
Wisconsin
$88.6M +$88.6M +560,793 New
Legal & General Group
31
Legal & General Group
United Kingdom
$88.3M -$2.55M -16,147 -3%
Primecap Management
32
Primecap Management
California
$87.2M -$1.38M -8,720 -2%
Charles Schwab
33
Charles Schwab
California
$84.3M -$585K -3,700 -0.7%
BAMCO Inc
34
BAMCO Inc
New York
$77.5M -$2.98M -18,869 -4%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$77.2M -$1.11M -7,047 -1%
Ameriprise
36
Ameriprise
Minnesota
$76.2M +$8.67M +54,875 +13%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$61.1M +$275K +1,739 +0.5%
GF
38
Gabelli Funds
New York
$61.1M -$869K -5,500 -1%
SCM
39
Snyder Capital Management
California
$60.9M +$466K +2,949 +0.8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$59.6M -$1.16M -7,316 -2%
UBS AM
41
UBS AM
Illinois
$58.5M +$349K +2,209 +0.6%
Brown Advisory
42
Brown Advisory
Maryland
$58M +$2.37M +15,025 +4%
CVA
43
Ceredex Value Advisors
Florida
$57.1M -$35.4M -223,922 -38%
CIM
44
CCLA Investment Management
United Kingdom
$56.1M +$56.1M +355,121 New
Allianz Asset Management
45
Allianz Asset Management
Germany
$56M +$2.93M +18,514 +6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$53.4M -$440K -2,794 -0.8%
Franklin Resources
47
Franklin Resources
California
$50.3M -$803K -4,741 -2%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$49.9M – – –
PC
49
Port Capital
Illinois
$48.2M +$13.8M +87,300 +40%
GI
50
GAMCO Investors
Connecticut
$48.2M -$5.54M -35,050 -10%
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