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IDEX
IEX

Overview Fund Activity

305 hedge funds and large institutions have $5.62B invested in IDEX in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 140 reducing their positions, and 24 closing their positions.

Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
78
Reduced
140
Closed
24
Calls
$534K
Puts
$802K
Net Calls
-$268K
Net Calls Change
-$541K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$266M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$39.3M
3
Capital International Investors
3
Capital International Investors
California
$14.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
Northern Trust
5
Northern Trust
Illinois
$59.9M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$119M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$39.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$561M 7,749,580 +48,350 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M 4,945,440 -8,358 -0.2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$303M 4,187,241 +48,933 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$266M 3,680,000 +1,248,000 +51%
ACM
5
Atlanta Capital Management
Georgia
$181M 2,501,287 -18,038 -0.7%
BFA
6
BlackRock Fund Advisors
California
$166M 2,291,538 +77,033 +3%
SAM
7
Southernsun Asset Management
Tennessee
$165M 2,285,718 +106,940 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$155M 2,143,920 -24,811 -1%
BIT
9
BlackRock Institutional Trust
California
$154M 2,131,627 -48,226 -2%
State Street
10
State Street
Massachusetts
$150M 2,067,254 -36,765 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$146M 2,022,636 -71,993 -3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$127M 1,749,658 -16,236 -0.9%
Jennison Associates
13
Jennison Associates
New York
$119M 1,641,210 -1,083,614 -40%
Primecap Management
14
Primecap Management
California
$104M 1,437,070 -53,050 -4%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$91.2M 1,260,537 -19,974 -2%
GI
16
GAMCO Investors
Connecticut
$85.5M 1,180,947 -15,217 -1%
CGT
17
Capital Guardian Trust
California
$84.7M 1,170,019 -44,879 -4%
GF
18
Gabelli Funds
New York
$79.2M 1,093,900 -4,000 -0.4%
SCM
19
Snyder Capital Management
California
$76.1M 1,051,955 -124,090 -11%
Capital World Investors
20
Capital World Investors
California
$75.3M 1,040,700 – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$71.3M 985,022 -211,297 -18%
FAM
22
Fenimore Asset Management
New York
$63.3M 875,236 -14,775 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$61.7M 852,568 -5,213 -0.6%
Northern Trust
24
Northern Trust
Illinois
$59.9M 828,234 +161,895 +24%
WA
25
Wasatch Advisors
Utah
$59.5M 822,627 -119,207 -13%
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