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IDEX
IEX

Overview Fund Activity

304 hedge funds and large institutions have $6.98B invested in IDEX in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 44 closing their positions.

Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
7.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
31
Increased
104
Reduced
112
Closed
44
Calls
$570K
Puts
$196K
Net Calls
+$374K
Net Calls Change
+$1.15M

Top Buyers

1
BlackRock
1
BlackRock
New York
$601M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$124M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$584M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$120M
5
ACM
5
Atlanta Capital Management
Georgia
$349M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$6.05M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$34.4M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$756M
5
Credit Agricole
5
Credit Agricole
France
$813K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$756M 8,080,499 -112,763 -1%
BlackRock
2
BlackRock
New York
$601M 6,425,051 +6,335,032 +7,037%
Vanguard Group
3
Vanguard Group
Pennsylvania
$584M 6,246,396 +327,970 +6%
Capital World Investors
4
Capital World Investors
California
$558M 5,965,370 -12,459 -0.2%
ACM
5
Atlanta Capital Management
Georgia
$349M 3,734,660 +142,270 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$268M 2,861,602 -28,080 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$265M 2,830,339 +39,295 +1%
State Street
8
State Street
Massachusetts
$186M 1,986,385 +59,393 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$160M 1,709,578 -80,301 -4%
SAM
10
Southernsun Asset Management
Tennessee
$138M 1,478,385 -11,608 -0.8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$126M 1,348,471 -291,600 -18%
ClearBridge Investments
12
ClearBridge Investments
New York
$124M 1,326,704 +458,726 +53%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$120M 1,294,033 +292,808 +29%
Goldman Sachs
14
Goldman Sachs
New York
$115M 1,232,818 +78,244 +7%
Primecap Management
15
Primecap Management
California
$110M 1,178,440 -17,770 -1%
Capital International Investors
16
Capital International Investors
California
$93.5M 999,400 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$89.3M 954,923 +37,834 +4%
WRF
18
Waddell & Reed Financial
Kansas
$86M 919,556 -6,637 -0.7%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$84.1M 898,835 -4,108 -0.5%
IAMU
20
Impax Asset Management (UK)
United Kingdom
$79.8M 853,006 +138,374 +19%
FAM
21
Fenimore Asset Management
New York
$78.5M 839,272 -17,464 -2%
SCM
22
Snyder Capital Management
California
$74.6M 797,313 +44,615 +6%
CGT
23
Capital Guardian Trust
California
$73.2M 782,826 -36,607 -4%
Bessemer Group
24
Bessemer Group
New Jersey
$68.5M 732,141 +49,969 +7%
CIP
25
Champlain Investment Partners
Vermont
$66.8M 714,250 +74,525 +12%
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