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IDEX
IEX

Overview Fund Activity

276 hedge funds and large institutions have $5.46B invested in IDEX in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
23
Increased
94
Reduced
106
Closed
16
Calls
$5.02M
Puts
$1.75M
Net Calls
+$3.27M
Net Calls Change
+$1.16M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$286M
2
Bessemer Group
2
Bessemer Group
New Jersey
$42.3M
3
Capital World Investors
3
Capital World Investors
California
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.6M
2
WA
2
Wasatch Advisors
Utah
$6.47M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$246M
5
FPA
5
First Pacific Advisors
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$743M 10,416,613 -27,811 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$362M 5,081,269 +5,509 +0.1%
ACM
3
Atlanta Capital Management
Georgia
$286M 4,010,614 +987,640 +33%
Capital Research Global Investors
4
Capital Research Global Investors
California
$270M 3,788,000 – –
Capital World Investors
5
Capital World Investors
California
$258M 3,622,882 +501,157 +16%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$246M 3,445,473 -311,739 -8%
BFA
7
BlackRock Fund Advisors
California
$176M 2,470,507 +17,295 +0.7%
SAM
8
Southernsun Asset Management
Tennessee
$173M 2,431,614 +23,042 +1%
BIT
9
BlackRock Institutional Trust
California
$155M 2,172,786 +19,784 +0.9%
AllianceBernstein
10
AllianceBernstein
Tennessee
$140M 1,968,960 +107,159 +6%
State Street
11
State Street
Massachusetts
$139M 1,946,095 +14,994 +0.8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$133M 1,866,027 +168,346 +10%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$129M 1,811,107 +224,662 +14%
Primecap Management
14
Primecap Management
California
$94.7M 1,328,085 -133,420 -9%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$90.8M 1,273,316 -24,752 -2%
GF
16
Gabelli Funds
New York
$72.7M 1,019,400 -37,000 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$72.6M 1,018,328 -663,056 -39%
GI
18
GAMCO Investors
Connecticut
$71.6M 1,004,294 -95,854 -9%
ClearBridge Investments
19
ClearBridge Investments
New York
$67.8M 950,468 -2,246 -0.2%
SCM
20
Snyder Capital Management
California
$67.7M 949,496 -33,389 -3%
CGT
21
Capital Guardian Trust
California
$67.5M 947,236 -12,832 -1%
FAM
22
Fenimore Asset Management
New York
$61.6M 863,378 -294 -0%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$59.7M 837,143 +52,196 +7%
Northern Trust
24
Northern Trust
Illinois
$54.6M 765,331 -198 -0%
Capital International Investors
25
Capital International Investors
California
$52.3M 733,200 – –
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