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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$24M 256,391 -400 -0.2%
AI
52
Ariel Investments
Illinois
$23.9M 255,668 -13,506 -5%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$23.8M 254,330 -79,087 -24%
BIM
54
BlackRock Investment Management
Delaware
$21.6M 230,531 -765 -0.3%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$19.8M 212,000 -10,900 -5%
Charles Schwab
56
Charles Schwab
California
$19.7M 210,761 +9,037 +4%
Ameriprise
57
Ameriprise
Minnesota
$19.5M 207,894 +347 +0.2%
Morgan Stanley
58
Morgan Stanley
New York
$18.5M 197,198 -7,061 -3%
GC
59
Guggenheim Capital
Illinois
$17.7M 189,199 +13,586 +8%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.6M 188,301 -10,216 -5%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$17.3M 184,350 +14,988 +9%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$15.4M 164,400 +26,400 +19%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$15.2M 162,479 +1,400 +0.9%
O
64
OppenheimerFunds
New York
$14.1M 150,527 +14,215 +10%
RJA
65
Raymond James & Associates
Florida
$13.9M 148,015 -5,274 -3%
AIG
66
American International Group
New York
$13.7M 146,599 +170 +0.1%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$13.5M 144,763 +6,670 +5%
RS
68
Robeco Schweiz
Switzerland
$12.8M 137,926 +3,124 +2%
BA
69
BlackRock Advisors
Delaware
$12.6M 134,572 -3,892 -3%
NC
70
Nicholas Company
Wisconsin
$12.6M 134,360 -220 -0.2%
HIC
71
Harvey Investment Company
Kentucky
$12.3M 130,920 -468 -0.4%
JHIU
72
Janus Henderson Investors US
Colorado
$11.6M 123,700 +54,700 +79%
Swiss National Bank
73
Swiss National Bank
Switzerland
$11.5M 122,800 -3,400 -3%
Truist Financial
74
Truist Financial
North Carolina
$11.3M 121,152 -8,702 -7%
SEI Investments
75
SEI Investments
Pennsylvania
$11.2M 119,536 -8,352 -7%
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