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IDEX
IEX

Overview Fund Activity

312 hedge funds and large institutions have $5.8B invested in IDEX in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
113
Reduced
120
Closed
18
Calls
$22.6M
Puts
$39.4M
Net Calls
-$16.9M
Net Calls Change
-$13M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$109M
2
GAM
2
Gotham Asset Management
New York
$29M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$167M
4
Northern Trust
4
Northern Trust
Illinois
$62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$13.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$225M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
WRF
3
Waddell & Reed Financial
Kansas
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$57.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$568M 7,797,730 -40,700 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M 4,893,482 +130,258 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$298M 4,085,875 -73,245 -2%
Jennison Associates
4
Jennison Associates
New York
$225M 3,090,384 -880,801 -22%
ACM
5
Atlanta Capital Management
Georgia
$183M 2,513,986 -40,116 -2%
BIT
6
BlackRock Institutional Trust
California
$170M 2,334,557 +151,530 +7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$167M 2,296,727 +208,466 +10%
BFA
8
BlackRock Fund Advisors
California
$155M 2,120,651 -149,646 -7%
State Street
9
State Street
Massachusetts
$154M 2,116,039 -5,690 -0.3%
SAM
10
Southernsun Asset Management
Tennessee
$142M 1,953,433 +27,633 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$135M 1,848,992 +43,966 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$133M 1,818,402 +174,950 +11%
Primecap Management
13
Primecap Management
California
$109M 1,497,360 +877,860 +142%
WRF
14
Waddell & Reed Financial
Kansas
$104M 1,422,473 -431,540 -23%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$96.9M 1,328,825 +60,743 +5%
GI
16
GAMCO Investors
Connecticut
$87.1M 1,195,176 -21,780 -2%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$86.2M 1,183,114 -11,697 -1%
SCM
18
Snyder Capital Management
California
$80.7M 1,106,533 -38,250 -3%
GF
19
Gabelli Funds
New York
$80.4M 1,102,400 -5,400 -0.5%
WA
20
Wasatch Advisors
Utah
$79.3M 1,087,979 -137,956 -11%
Capital World Investors
21
Capital World Investors
California
$75.9M 1,040,700 -260,000 -20%
CGT
22
Capital Guardian Trust
California
$75.4M 1,034,003 +62,958 +6%
FAM
23
Fenimore Asset Management
New York
$65M 891,888 -31,081 -3%
ClearBridge Investments
24
ClearBridge Investments
New York
$64.2M 880,818 -22,582 -2%
Northern Trust
25
Northern Trust
Illinois
$62M 849,976 +206,402 +32%
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