IEX icon

IDEX
IEX

Overview Fund Activity

300 hedge funds and large institutions have $6B invested in IDEX in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
8.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
101
Reduced
119
Closed
21
Calls
$52.9M
Puts
$56.8M
Net Calls
-$3.87M
Net Calls Change
+$1.49M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$84.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$43.6M
4
SGAM
4
Smith Group Asset Management
Texas
$25.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$352M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$18.5M
2
Jennison Associates
2
Jennison Associates
New York
$293M
3
FPP
3
Findlay Park Partners
United Kingdom
$37.9M
4
FAM
4
Fenimore Asset Management
New York
$68.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$307M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$579M 7,838,430 -34,875 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M 4,763,224 +272,692 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$307M 4,159,120 -223,254 -5%
Jennison Associates
4
Jennison Associates
New York
$293M 3,971,185 -510,604 -11%
ACM
5
Atlanta Capital Management
Georgia
$189M 2,554,102 -61,527 -2%
BFA
6
BlackRock Fund Advisors
California
$168M 2,270,297 +226,549 +11%
BIT
7
BlackRock Institutional Trust
California
$161M 2,183,027 +73,359 +3%
State Street
8
State Street
Massachusetts
$157M 2,121,729 -62,280 -3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$154M 2,088,261 -98,043 -4%
SAM
10
Southernsun Asset Management
Tennessee
$142M 1,925,800 +247,985 +15%
WRF
11
Waddell & Reed Financial
Kansas
$137M 1,854,013 +197,915 +12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$133M 1,805,026 +523,240 +41%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$121M 1,643,452 -69,312 -4%
Capital World Investors
14
Capital World Investors
California
$96.1M 1,300,700 – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$93.6M 1,268,082 -199,450 -14%
WA
16
Wasatch Advisors
Utah
$90.5M 1,225,935 -27,320 -2%
GI
17
GAMCO Investors
Connecticut
$89.9M 1,216,956 -70,078 -5%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$88.2M 1,194,811 +17,625 +1%
Goldman Sachs
19
Goldman Sachs
New York
$84.9M 1,150,258 +443,397 +63%
SCM
20
Snyder Capital Management
California
$84.5M 1,144,783 -13,001 -1%
AI
21
Ariel Investments
Illinois
$82.4M 1,116,414 -171,493 -13%
GF
22
Gabelli Funds
New York
$81.8M 1,107,800 -22,500 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$72.6M 983,290 -144,000 -13%
CGT
24
Capital Guardian Trust
California
$71.7M 971,045 -35,230 -4%
FAM
25
Fenimore Asset Management
New York
$68.2M 922,969 -240,853 -21%
1
2 3 4 5