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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.39B invested in IDEX in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 129 reducing their positions, and 34 closing their positions.

Holders
292
Holders Change
-20
Holders Change %
-6.41%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
16
Increased
89
Reduced
129
Closed
34
Calls
$667K
Puts
$394K
Net Calls
+$273K
Net Calls Change
+$17.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$196M
2
Norges Bank
2
Norges Bank
Norway
$108M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M
4
SAM
4
Southernsun Asset Management
Tennessee
$176M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Jennison Associates
2
Jennison Associates
New York
$220M
3
AI
3
Ariel Investments
Illinois
$44.9M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$622M 7,701,230 -96,500 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$400M 4,953,798 +60,316 +1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$334M 4,138,308 +52,433 +1%
Jennison Associates
4
Jennison Associates
New York
$220M 2,724,824 -365,560 -12%
ACM
5
Atlanta Capital Management
Georgia
$203M 2,519,325 +5,339 +0.2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$196M 2,432,000 +2,432,000 New
BFA
7
BlackRock Fund Advisors
California
$179M 2,214,505 +93,854 +4%
BIT
8
BlackRock Institutional Trust
California
$176M 2,179,853 -154,704 -7%
SAM
9
Southernsun Asset Management
Tennessee
$176M 2,178,778 +225,345 +12%
AllianceBernstein
10
AllianceBernstein
Tennessee
$175M 2,168,731 -127,996 -6%
State Street
11
State Street
Massachusetts
$170M 2,104,019 -12,020 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$169M 2,094,629 +245,637 +13%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$143M 1,765,894 -52,508 -3%
Primecap Management
14
Primecap Management
California
$120M 1,490,120 -7,240 -0.5%
Norges Bank
15
Norges Bank
Norway
$108M 1,335,160 +667,580 +100%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$103M 1,280,511 +97,397 +8%
CGT
17
Capital Guardian Trust
California
$98.1M 1,214,898 +180,895 +17%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$96.6M 1,196,319 -132,506 -10%
GI
19
GAMCO Investors
Connecticut
$96.6M 1,196,164 +988 +0.1%
SCM
20
Snyder Capital Management
California
$95M 1,176,045 +69,512 +6%
GF
21
Gabelli Funds
New York
$88.6M 1,097,900 -4,500 -0.4%
Capital World Investors
22
Capital World Investors
California
$84M 1,040,700 – –
WA
23
Wasatch Advisors
Utah
$76M 941,834 -146,145 -13%
FAM
24
Fenimore Asset Management
New York
$71.9M 890,011 -1,877 -0.2%
ClearBridge Investments
25
ClearBridge Investments
New York
$69.3M 857,781 -23,037 -3%
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