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IDEX
IEX

Overview Fund Activity

279 hedge funds and large institutions have $5.79B invested in IDEX in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 32 closing their positions.

Holders
279
Holders Change
-13
Holders Change %
-4.45%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
96
Reduced
109
Closed
32
Calls
$6.15M
Puts
$3.11M
Net Calls
+$3.04M
Net Calls Change
+$3.42M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$161M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$387M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$764M
5
EAM
5
Edge Asset Management
Washington
$34M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M
4
CGT
4
Capital Guardian Trust
California
$73.3M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$764M 10,079,822 +166,183 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$387M 5,099,517 +193,403 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$315M 4,155,154 -8,390 -0.2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$287M 3,788,000 – –
ACM
5
Atlanta Capital Management
Georgia
$190M 2,503,722 +10,573 +0.4%
BFA
6
BlackRock Fund Advisors
California
$178M 2,349,138 +112,889 +5%
SAM
7
Southernsun Asset Management
Tennessee
$174M 2,293,799 +80,675 +4%
BIT
8
BlackRock Institutional Trust
California
$169M 2,231,406 +100,476 +5%
Capital World Investors
9
Capital World Investors
California
$161M 2,117,400 +1,062,400 +101%
State Street
10
State Street
Massachusetts
$154M 2,029,069 +21,955 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$136M 1,796,304 +2,970 +0.2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$135M 1,784,457 -239,025 -12%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$126M 1,663,280 -88,306 -5%
Primecap Management
14
Primecap Management
California
$109M 1,436,700 +3,260 +0.2%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$99.9M 1,317,351 +80,056 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$96M 1,266,212 +217,360 +21%
GI
17
GAMCO Investors
Connecticut
$85.1M 1,122,523 -14,414 -1%
GF
18
Gabelli Funds
New York
$80.8M 1,065,400 -23,000 -2%
SCM
19
Snyder Capital Management
California
$79M 1,042,430 -8,825 -0.8%
CGT
20
Capital Guardian Trust
California
$73.3M 966,283 -198,633 -17%
FAM
21
Fenimore Asset Management
New York
$65.6M 864,851 -3,331 -0.4%
ClearBridge Investments
22
ClearBridge Investments
New York
$64M 843,432 +48 +0%
Northern Trust
23
Northern Trust
Illinois
$60.9M 803,225 -69,097 -8%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$58.6M 781,388 -55,391 -7%
WA
25
Wasatch Advisors
Utah
$58.4M 770,599 -41,482 -5%
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