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IDEX
IEX

Overview Fund Activity

316 hedge funds and large institutions have $6.16B invested in IDEX in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 17 closing their positions.

Holders
316
Holders Change
+19
Holders Change %
+6.4%
% of All Funds
8.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
110
Reduced
114
Closed
17
Calls
$3.03M
Puts
$5.03M
Net Calls
-$2M
Net Calls Change
+$520K

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.2M
2
CIP
2
Champlain Investment Partners
Vermont
$41M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$451M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M
5
O
5
OppenheimerFunds
New York
$11.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$70.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$219M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$747M 9,098,936 -608,643 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$451M 5,496,210 +188,937 +4%
Capital World Investors
3
Capital World Investors
California
$364M 4,434,588 +2,298 +0.1%
ACM
4
Atlanta Capital Management
Georgia
$310M 3,781,929 -1,990 -0.1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$223M 2,715,351 +143,823 +6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$219M 2,663,247 -293,560 -10%
BFA
7
BlackRock Fund Advisors
California
$218M 2,656,019 +119,261 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$203M 2,469,173 +50,255 +2%
BIT
9
BlackRock Institutional Trust
California
$184M 2,247,155 -126,022 -5%
State Street
10
State Street
Massachusetts
$162M 1,974,957 -18,719 -0.9%
SAM
11
Southernsun Asset Management
Tennessee
$151M 1,842,874 -24,774 -1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$120M 1,459,489 -202,163 -12%
Primecap Management
13
Primecap Management
California
$105M 1,279,620 -40,190 -3%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$104M 1,267,021 +27,330 +2%
WRF
15
Waddell & Reed Financial
Kansas
$90.1M 1,097,655 +24,196 +2%
Capital International Investors
16
Capital International Investors
California
$82.1M 999,400 – –
ClearBridge Investments
17
ClearBridge Investments
New York
$77.1M 939,609 -5,944 -0.6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$73.9M 900,640 -51,245 -5%
FAM
19
Fenimore Asset Management
New York
$70.6M 859,926 -1,050 -0.1%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$70.6M 846,882 -318,296 -27%
GI
21
GAMCO Investors
Connecticut
$67.9M 826,822 -58,416 -7%
CGT
22
Capital Guardian Trust
California
$67.5M 822,667 -58,405 -7%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$66.3M 807,280 +86,700 +12%
GF
24
Gabelli Funds
New York
$65.8M 800,900 -63,500 -7%
SCM
25
Snyder Capital Management
California
$64.3M 782,641 -10,227 -1%
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