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IDEX
IEX

Overview Fund Activity

313 hedge funds and large institutions have $6.97B invested in IDEX in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 25 closing their positions.

Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
8.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
86
Reduced
153
Closed
25
Calls
$2.08M
Puts
$3M
Net Calls
-$925K
Net Calls Change
+$1.07M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$558M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$159M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$88.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
SAM
4
Southernsun Asset Management
Tennessee
$152M
5
WRF
5
Waddell & Reed Financial
Kansas
$88M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M 8,603,696 -495,240 -5%
Capital World Investors
2
Capital World Investors
California
$558M 5,966,984 +1,532,396 +35%
Vanguard Group
3
Vanguard Group
Pennsylvania
$530M 5,664,680 +168,470 +3%
ACM
4
Atlanta Capital Management
Georgia
$343M 3,660,986 -120,943 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$267M 2,857,132 +141,781 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$264M 2,826,253 +163,006 +6%
BFA
7
BlackRock Fund Advisors
California
$259M 2,768,940 +112,921 +4%
BIT
8
BlackRock Institutional Trust
California
$208M 2,223,076 -24,079 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$189M 2,024,687 -444,486 -18%
State Street
10
State Street
Massachusetts
$183M 1,952,371 -22,586 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$159M 1,702,418 +242,929 +17%
SAM
12
Southernsun Asset Management
Tennessee
$152M 1,628,030 -214,844 -12%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$121M 1,289,246 +22,225 +2%
Primecap Management
14
Primecap Management
California
$113M 1,204,220 -75,400 -6%
Capital International Investors
15
Capital International Investors
California
$93.5M 999,400 – –
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$88.9M 949,863 +142,583 +18%
WRF
17
Waddell & Reed Financial
Kansas
$88M 940,491 -157,164 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$84M 898,023 -2,617 -0.3%
ClearBridge Investments
19
ClearBridge Investments
New York
$83.4M 891,726 -47,883 -5%
FAM
20
Fenimore Asset Management
New York
$80.4M 859,736 -190 -0%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$79M 844,684 -2,198 -0.3%
CGT
22
Capital Guardian Trust
California
$76.7M 819,317 -3,350 -0.4%
Bessemer Group
23
Bessemer Group
New Jersey
$72M 769,533 +56,573 +8%
SCM
24
Snyder Capital Management
California
$71.9M 768,072 -14,569 -2%
GF
25
Gabelli Funds
New York
$70.8M 756,900 -44,000 -5%
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