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IDEX
IEX

Overview Fund Activity

271 hedge funds and large institutions have $6.03B invested in IDEX in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
271
Holders Change
-8
Holders Change %
-2.87%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
81
Reduced
121
Closed
30
Calls
$6.1M
Puts
$3.99M
Net Calls
+$2.11M
Net Calls Change
-$937K

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$245M
2
ACM
2
Atlanta Capital Management
Georgia
$238M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$821M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$27.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
GAM
2
Gotham Asset Management
New York
$2.26M
3
Prudential Financial
3
Prudential Financial
New Jersey
$3.96M
4
EAM
4
Edge Asset Management
Washington
$25.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$821M 10,444,424 +364,602 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$399M 5,075,760 -23,757 -0.5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$298M 3,788,000 – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$295M 3,757,212 -397,942 -10%
Capital World Investors
5
Capital World Investors
California
$245M 3,121,725 +1,004,325 +47%
ACM
6
Atlanta Capital Management
Georgia
$238M 3,022,974 +519,252 +21%
BFA
7
BlackRock Fund Advisors
California
$193M 2,453,212 +104,074 +4%
SAM
8
Southernsun Asset Management
Tennessee
$189M 2,408,572 +114,773 +5%
BIT
9
BlackRock Institutional Trust
California
$169M 2,153,002 -78,404 -4%
State Street
10
State Street
Massachusetts
$152M 1,931,101 -97,968 -5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$146M 1,861,801 +77,344 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$133M 1,697,681 +431,469 +34%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$132M 1,681,384 -114,920 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$125M 1,586,445 -76,835 -5%
Primecap Management
15
Primecap Management
California
$115M 1,461,505 +24,805 +2%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$102M 1,298,068 -19,283 -1%
GI
17
GAMCO Investors
Connecticut
$86.5M 1,100,148 -22,375 -2%
GF
18
Gabelli Funds
New York
$83M 1,056,400 -9,000 -0.8%
SCM
19
Snyder Capital Management
California
$77.2M 982,885 -59,545 -6%
CGT
20
Capital Guardian Trust
California
$75.4M 960,068 -6,215 -0.6%
ClearBridge Investments
21
ClearBridge Investments
New York
$74.9M 952,714 +109,282 +13%
FAM
22
Fenimore Asset Management
New York
$67.9M 863,672 -1,179 -0.1%
Northern Trust
23
Northern Trust
Illinois
$60.2M 765,529 -37,696 -5%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$59.7M 784,947 +3,559 +0.5%
WA
25
Wasatch Advisors
Utah
$58.6M 745,119 -25,480 -3%
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