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IDEX
IEX

Overview Fund Activity

297 hedge funds and large institutions have $6.22B invested in IDEX in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
34
Increased
101
Reduced
113
Closed
28
Calls
$4.5M
Puts
$7.02M
Net Calls
-$2.52M
Net Calls Change
-$5.44M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$53.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$26.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$48.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$245M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$138M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M 9,707,579 -1,347,862 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$440M 5,307,273 +160,661 +3%
Capital World Investors
3
Capital World Investors
California
$367M 4,432,290 +805,565 +22%
ACM
4
Atlanta Capital Management
Georgia
$314M 3,783,919 -60,688 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$245M 2,956,807 -436,875 -13%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$213M 2,571,528 +289,735 +13%
BFA
7
BlackRock Fund Advisors
California
$210M 2,536,758 -41,223 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$200M 2,418,918 -195,700 -7%
BIT
9
BlackRock Institutional Trust
California
$197M 2,373,177 +179,710 +8%
State Street
10
State Street
Massachusetts
$165M 1,993,676 +10,532 +0.5%
SAM
11
Southernsun Asset Management
Tennessee
$155M 1,867,648 -99,555 -5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$138M 1,661,652 -277,693 -14%
Primecap Management
13
Primecap Management
California
$109M 1,319,810 +1,700 +0.1%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$103M 1,239,691 -15,118 -1%
WRF
15
Waddell & Reed Financial
Kansas
$89M 1,073,459 -67,043 -6%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$87.6M 1,165,178 +107,638 +10%
Capital International Investors
17
Capital International Investors
California
$82.8M 999,400 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$78.9M 951,885 +17,118 +2%
ClearBridge Investments
19
ClearBridge Investments
New York
$78.4M 945,553 -49,302 -5%
GI
20
GAMCO Investors
Connecticut
$73.4M 885,238 -50,262 -5%
CGT
21
Capital Guardian Trust
California
$73M 881,072 -13,356 -1%
GF
22
Gabelli Funds
New York
$71.6M 864,400 -63,000 -7%
FAM
23
Fenimore Asset Management
New York
$71.4M 860,976 -1,310 -0.2%
SCM
24
Snyder Capital Management
California
$65.7M 792,868 -58,110 -7%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$60.1M 720,580 +11,100 +2%
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