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IDEX
IEX

Overview Fund Activity

356 hedge funds and large institutions have $9.08B invested in IDEX in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 135 reducing their positions, and 19 closing their positions.

Holders
356
Holders Change
+27
Holders Change %
+8.21%
% of All Funds
8.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
49
Increased
111
Reduced
135
Closed
19
Calls
$5.47M
Puts
$1.64M
Net Calls
+$3.84M
Net Calls Change
+$3.71M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$491M
2
Millennium Management
2
Millennium Management
New York
$17.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
O
4
OppenheimerFunds
New York
$17.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$35.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$938M
2
Primecap Management
2
Primecap Management
California
$96.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$178M
4
Capital International Investors
4
Capital International Investors
California
$86.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$938M 7,719,190 -400,592 -5%
BlackRock
2
BlackRock
New York
$851M 7,007,343 +13,923 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$781M 6,428,742 +48,260 +0.8%
Capital World Investors
4
Capital World Investors
California
$729M 5,999,942 +10,171 +0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$491M 4,045,635 +633,232 +19%
ACM
6
Atlanta Capital Management
Georgia
$394M 3,240,867 -124,917 -4%
State Street
7
State Street
Massachusetts
$298M 2,456,234 +60,195 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$260M 2,123,994 -20,992 -1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$178M 1,467,907 -334,016 -19%
ClearBridge Investments
10
ClearBridge Investments
New York
$159M 1,305,625 -36,074 -3%
Goldman Sachs
11
Goldman Sachs
New York
$140M 1,154,552 +42,203 +4%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$139M 1,132,945 -229,788 -17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$134M 1,104,626 -167,255 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$125M 1,026,720 +34,391 +3%
SAM
15
Southernsun Asset Management
Tennessee
$124M 1,017,206 -114,720 -10%
IAMU
16
Impax Asset Management (UK)
United Kingdom
$115M 949,167 +41,883 +5%
WRF
17
Waddell & Reed Financial
Kansas
$106M 875,092 -9,852 -1%
FAM
18
Fenimore Asset Management
New York
$101M 830,270 -8,102 -1%
Primecap Management
19
Primecap Management
California
$96.5M 794,150 -378,300 -32%
Bessemer Group
20
Bessemer Group
New Jersey
$94.1M 774,371 -60,971 -7%
Principal Financial Group
21
Principal Financial Group
Iowa
$94M 773,872 -130,526 -14%
Capital International Investors
22
Capital International Investors
California
$86.1M 708,700 -290,700 -29%
SCM
23
Snyder Capital Management
California
$84.1M 692,315 -92,950 -12%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$83.7M 688,690 -177,694 -21%
Northern Trust
25
Northern Trust
Illinois
$83.2M 685,098 -13,586 -2%
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