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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.31B invested in IDEX in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
27
Increased
95
Reduced
121
Closed
20
Calls
$55.7M
Puts
$61.1M
Net Calls
-$5.36M
Net Calls Change
-$5.31M

Top Buyers

1
FAMT
1
Fenimore Asset Management Trust
New York
$75.9M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$143M
3
NFA
3
Nationwide Fund Advisors
Ohio
$28.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.1M
5
SAM
5
Southernsun Asset Management
Tennessee
$109M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
MA
2
MUFG Americas
New York
$3K
3
GCM
3
Geneva Capital Management
Wisconsin
$44.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$514M 7,873,305 -89,075 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$293M 4,490,532 +205,825 +5%
Jennison Associates
3
Jennison Associates
New York
$292M 4,481,789 -86,066 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$286M 4,382,374 +193,798 +5%
ACM
5
Atlanta Capital Management
Georgia
$171M 2,615,629 -52,213 -2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$143M 2,186,304 +338,034 +18%
State Street
7
State Street
Massachusetts
$143M 2,184,009 -51,563 -2%
BIT
8
BlackRock Institutional Trust
California
$138M 2,109,668 -109,519 -5%
BFA
9
BlackRock Fund Advisors
California
$133M 2,043,748 +69,513 +4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$112M 1,712,764 -175,888 -9%
SAM
11
Southernsun Asset Management
Tennessee
$109M 1,677,815 +222,313 +15%
WRF
12
Waddell & Reed Financial
Kansas
$108M 1,656,098 – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$95.8M 1,467,532 +172,280 +13%
Capital World Investors
14
Capital World Investors
California
$84.9M 1,300,700 -11,000 -0.8%
AI
15
Ariel Investments
Illinois
$84M 1,287,907 -23,477 -2%
GI
16
GAMCO Investors
Connecticut
$84M 1,287,034 -68,750 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83.6M 1,281,786 +202,620 +19%
WA
18
Wasatch Advisors
Utah
$81.8M 1,253,255 -29,067 -2%
CIP
19
Champlain Investment Partners
Vermont
$78.6M 1,204,660 +27,590 +2%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$76.8M 1,177,186 -12,539 -1%
FAM
21
Fenimore Asset Management
New York
$75.9M 1,163,822 -12,453 -1%
FAMT
22
Fenimore Asset Management Trust
New York
$75.9M 1,163,822 +1,163,822 New
SCM
23
Snyder Capital Management
California
$75.5M 1,157,784 -100,164 -8%
GF
24
Gabelli Funds
New York
$73.8M 1,130,300 -9,400 -0.8%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$73.6M 1,127,290 +30,854 +3%
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