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IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$116M -$46.9M -256,025 -29%
Norges Bank
27
Norges Bank
Norway
$113M -$489K -2,680 -0.4%
Victory Capital Management
28
Victory Capital Management
Texas
$109M -$13.5M -73,994 -11%
Barclays
29
Barclays
United Kingdom
$108M +$3.57M +19,562 +3%
CAM
30
Congress Asset Management
Massachusetts
$106M +$333K +1,827 +0.3%
Primecap Management
31
Primecap Management
California
$99.7M -$888K -4,870 -0.9%
Legal & General Group
32
Legal & General Group
United Kingdom
$99.6M -$2.3M -12,606 -2%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$92.1M -$12.5M -69,339 -12%
Charles Schwab
34
Charles Schwab
California
$91.6M -$5.76M -31,582 -6%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$89.1M – – –
BAMCO Inc
36
BAMCO Inc
New York
$86.7M -$2.77M -15,195 -3%
Ameriprise
37
Ameriprise
Minnesota
$81.5M -$6.42M -35,208 -7%
CIM
38
CCLA Investment Management
United Kingdom
$73.8M +$9.03M +49,529 +14%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$71.2M +$2.44M +13,355 +4%
SCM
40
Snyder Capital Management
California
$70M -$300K -1,646 -0.4%
UBS AM
41
UBS AM
Illinois
$68M +$558K +3,059 +0.8%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$68M +$12.6M +68,921 +23%
GF
43
Gabelli Funds
New York
$67.3M -$3.17M -17,400 -5%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$67.2M -$3.28M -18,010 -5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$61.8M -$2.87M -15,756 -4%
Brown Advisory
46
Brown Advisory
Maryland
$59.4M -$7.59M -41,586 -11%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$57.7M +$28.1K +154 +0%
PC
48
Port Capital
Illinois
$55.5M -$139K -761 -0.2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$54.6M -$1.02M -5,575 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$53.5M -$1.46M -8,000 -3%
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