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IDEX
IEX

Overview Fund Activity

329 hedge funds and large institutions have $8.57B invested in IDEX in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 33 closing their positions.

Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
61
Increased
107
Reduced
111
Closed
33
Calls
$5.61M
Puts
$5.48M
Net Calls
+$127K
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$386M
2
BlackRock
2
BlackRock
New York
$790M
3
CBT
3
Capital Bank & Trust
California
$53.4M
4
State Street
4
State Street
Massachusetts
$271M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$102M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$242M
2
CGT
2
Capital Guardian Trust
California
$30.6M
3
ACM
3
Atlanta Capital Management
Georgia
$380M
4
SAM
4
Southernsun Asset Management
Tennessee
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$918M 8,119,782 +39,283 +0.5%
BlackRock
2
BlackRock
New York
$790M 6,993,420 +568,369 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$721M 6,380,482 +134,086 +2%
Capital World Investors
4
Capital World Investors
California
$677M 5,989,771 +24,401 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$386M 3,412,403 +582,064 +21%
ACM
6
Atlanta Capital Management
Georgia
$380M 3,365,784 -368,876 -10%
State Street
7
State Street
Massachusetts
$271M 2,396,039 +409,654 +21%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$242M 2,144,986 -716,616 -25%
AllianceBernstein
9
AllianceBernstein
Tennessee
$204M 1,801,923 +92,345 +5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$152M 1,362,733 +68,700 +5%
ClearBridge Investments
11
ClearBridge Investments
New York
$152M 1,341,699 +14,995 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$144M 1,271,881 -76,590 -6%
Primecap Management
13
Primecap Management
California
$132M 1,172,450 -5,990 -0.5%
SAM
14
Southernsun Asset Management
Tennessee
$128M 1,131,926 -346,459 -23%
Goldman Sachs
15
Goldman Sachs
New York
$126M 1,112,349 -120,469 -10%
Capital International Investors
16
Capital International Investors
California
$113M 999,400 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$112M 992,329 +37,406 +4%
IAMU
18
Impax Asset Management (UK)
United Kingdom
$103M 907,284 +54,278 +6%
Principal Financial Group
19
Principal Financial Group
Iowa
$102M 904,398 +337,382 +60%
WRF
20
Waddell & Reed Financial
Kansas
$100M 884,944 -34,612 -4%
FAM
21
Fenimore Asset Management
New York
$94.7M 838,372 -900 -0.1%
Bessemer Group
22
Bessemer Group
New Jersey
$94.4M 835,342 +103,201 +14%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$94M 866,384 -32,451 -4%
SCM
24
Snyder Capital Management
California
$88.7M 785,265 -12,048 -2%
Northern Trust
25
Northern Trust
Illinois
$79M 698,684 +66,128 +10%
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