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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $5.84B invested in IDEX in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
292
Holders Change
+16
Holders Change %
+5.8%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
33
Increased
97
Reduced
113
Closed
16
Calls
$6.34M
Puts
$3.42M
Net Calls
+$2.92M
Net Calls Change
-$344K

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$847M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$175M
5
Capital International Investors
5
Capital International Investors
California
$76.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
SAM
2
Southernsun Asset Management
Tennessee
$151M
3
FPA
3
First Pacific Advisors
California
$0
4
ACM
4
Atlanta Capital Management
Georgia
$295M
5
LM
5
Luminus Management
Texas
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$847M 11,055,441 +638,828 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M 5,146,612 +65,343 +1%
ACM
3
Atlanta Capital Management
Georgia
$295M 3,844,607 -166,007 -4%
Capital World Investors
4
Capital World Investors
California
$278M 3,626,725 +3,843 +0.1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$260M 3,393,682 -51,791 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$200M 2,614,618 +748,591 +40%
BFA
7
BlackRock Fund Advisors
California
$197M 2,577,981 +107,474 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$175M 2,281,793 +470,686 +26%
BIT
9
BlackRock Institutional Trust
California
$168M 2,193,467 +20,681 +1%
State Street
10
State Street
Massachusetts
$152M 1,983,144 +37,049 +2%
SAM
11
Southernsun Asset Management
Tennessee
$151M 1,967,203 -464,411 -19%
AllianceBernstein
12
AllianceBernstein
Tennessee
$149M 1,939,345 -29,615 -2%
Primecap Management
13
Primecap Management
California
$101M 1,318,110 -9,975 -0.8%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$96.1M 1,254,809 -18,507 -1%
WRF
15
Waddell & Reed Financial
Kansas
$87.4M 1,140,502 +1,140,502 New
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$81M 1,057,540 +220,397 +26%
Capital International Investors
17
Capital International Investors
California
$76.6M 999,400 +266,200 +36%
ClearBridge Investments
18
ClearBridge Investments
New York
$76.2M 994,855 +44,387 +5%
GI
19
GAMCO Investors
Connecticut
$71.7M 935,500 -68,794 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$71.6M 934,767 -83,561 -8%
GF
21
Gabelli Funds
New York
$71M 927,400 -92,000 -9%
CGT
22
Capital Guardian Trust
California
$68.5M 894,428 -52,808 -6%
FAM
23
Fenimore Asset Management
New York
$66.1M 862,286 -1,092 -0.1%
SCM
24
Snyder Capital Management
California
$65.2M 850,978 -98,518 -10%
Northern Trust
25
Northern Trust
Illinois
$56M 730,797 -34,534 -5%
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