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IDEX
IEX

Overview Fund Activity

325 hedge funds and large institutions have $6.74B invested in IDEX in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 113 reducing their positions, and 30 closing their positions.

Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
105
Reduced
113
Closed
30
Calls
$765K
Puts
$1.54M
Net Calls
-$775K
Net Calls Change
+$150K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M
3
Ameriprise
3
Ameriprise
Minnesota
$36.8M
4
BFA
4
BlackRock Fund Advisors
California
$263M
5
BIT
5
BlackRock Institutional Trust
California
$212M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$86.3M
4
Wells Fargo
4
Wells Fargo
California
$20.1M
5
O
5
OppenheimerFunds
New York
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M 8,193,262 -410,434 -5%
Capital World Investors
2
Capital World Investors
California
$538M 5,977,829 +10,845 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$533M 5,918,426 +253,746 +4%
ACM
4
Atlanta Capital Management
Georgia
$324M 3,592,390 -68,596 -2%
BFA
5
BlackRock Fund Advisors
California
$263M 2,919,008 +150,068 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$260M 2,889,682 +63,429 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$251M 2,791,044 -66,088 -2%
BIT
8
BlackRock Institutional Trust
California
$212M 2,356,642 +133,566 +6%
State Street
9
State Street
Massachusetts
$174M 1,926,992 -25,379 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$161M 1,789,879 +87,461 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$148M 1,640,071 -384,616 -19%
SAM
12
Southernsun Asset Management
Tennessee
$134M 1,489,993 -138,037 -8%
Primecap Management
13
Primecap Management
California
$108M 1,196,210 -8,010 -0.7%
Goldman Sachs
14
Goldman Sachs
New York
$104M 1,154,574 +588,893 +104%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$90.2M 1,001,225 +51,362 +5%
Capital International Investors
16
Capital International Investors
California
$90M 999,400 – –
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$86.3M 958,248 -330,998 -26%
WRF
18
Waddell & Reed Financial
Kansas
$83.4M 926,193 -14,298 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$82.6M 917,089 +19,066 +2%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$81.3M 902,943 +58,259 +7%
ClearBridge Investments
21
ClearBridge Investments
New York
$78.2M 867,978 -23,748 -3%
FAM
22
Fenimore Asset Management
New York
$77.2M 856,736 -3,000 -0.3%
CGT
23
Capital Guardian Trust
California
$73.8M 819,433 +116 +0%
SCM
24
Snyder Capital Management
California
$67.8M 752,698 -15,374 -2%
IAMU
25
Impax Asset Management (UK)
United Kingdom
$64.4M 714,632 +29,506 +4%
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