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IDEX
IEX

273 hedge funds and large institutions have $4.32B invested in IDEX in 2013 Q2 according to their latest regulatory filings, with 273 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97.58% more ownership

Funds ownership: 0% → 97.58% (+98%)

15% less call options, than puts

Call options by funds: $269K | Put options by funds: $317K

Holders
273
Holders Change
+273
Holders Change %
–
% of All Funds
8.91%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
273
Increased
–
Reduced
–
Closed
–
Calls
$269K
Puts
$317K
Net Calls
-$48K
Net Calls Change
-$48K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$428M +$424M +7,962,380 New
Jennison Associates
2
Jennison Associates
New York
$246M +$244M +4,567,855 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M +$228M +4,284,707 New
JP Morgan Chase
4
JP Morgan Chase
New York
$225M +$223M +4,188,576 New
ACM
5
Atlanta Capital Management
Georgia
$144M +$142M +2,667,842 New
State Street
6
State Street
Massachusetts
$120M +$119M +2,235,572 New
BIT
7
BlackRock Institutional Trust
California
$119M +$118M +2,219,187 New
BFA
8
BlackRock Fund Advisors
California
$106M +$105M +1,974,235 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$102M +$101M +1,888,652 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$99.5M +$98.5M +1,848,270 New
WRF
11
Waddell & Reed Financial
Kansas
$89.1M +$88.3M +1,656,098 New
SAM
12
Southernsun Asset Management
Tennessee
$78.3M +$77.6M +1,455,502 New
GI
13
GAMCO Investors
Connecticut
$73M +$72.3M +1,355,784 New
Capital World Investors
14
Capital World Investors
California
$70.6M +$69.9M +1,311,700 New
AI
15
Ariel Investments
Illinois
$70.6M +$69.9M +1,311,384 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$69.7M +$69.1M +1,295,252 New
WA
17
Wasatch Advisors
Utah
$69M +$68.4M +1,282,322 New
SCM
18
Snyder Capital Management
California
$67.7M +$67.1M +1,257,948 New
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$64M +$63.4M +1,189,725 New
CIP
20
Champlain Investment Partners
Vermont
$63.3M +$62.8M +1,177,070 New
FAM
21
Fenimore Asset Management
New York
$63.3M +$62.7M +1,176,275 New
GF
22
Gabelli Funds
New York
$61.3M +$60.8M +1,139,700 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$59M +$58.5M +1,096,436 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$58.1M +$57.5M +1,079,166 New
CGT
25
Capital Guardian Trust
California
$53M +$52.5M +984,264 New
1
2 3 4 5

IEX Hedge Fund Activity: Q2 2013 in Review

273 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2013, worth a combined $4.32B.

Buyers outnumbered sellers: 273 funds opened new IEX positions and 0 closed out — a net gain of 273 holders — while 0 added to existing stakes and 0 trimmed.

  • 273 institutional investors held IDEX (IEX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.32B of IDEX stock for Q2 2013.
  • 273 funds opened new IDEX positions in Q2 2013 and 0 closed out, a net change of +273 holders.

Based on aggregated 13F filings for Q2 2013.