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IDEX
IEX

Overview Fund Activity

394 hedge funds and large institutions have $9.75B invested in IDEX in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
394
Holders Change
+38
Holders Change %
+10.67%
% of All Funds
8.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
69
Increased
125
Reduced
132
Closed
30
Calls
$5.64M
Puts
$3.5M
Net Calls
+$2.14M
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$969M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$73.8M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$23.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$864M
5
FQ
5
First Quadrant
California
$11.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$968M
2
NFA
2
Nationwide Fund Advisors
Ohio
$0
3
Capital International Investors
3
Capital International Investors
California
$59.5M
4
SAM
4
Southernsun Asset Management
Tennessee
$114M
5
Millennium Management
5
Millennium Management
New York
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$969M 7,338,809 +331,466 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$968M 7,335,829 -383,361 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$864M 6,546,359 +117,617 +2%
Capital World Investors
4
Capital World Investors
California
$792M 6,005,013 +5,071 +0.1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$543M 4,116,357 +70,722 +2%
ACM
6
Atlanta Capital Management
Georgia
$422M 3,194,331 -46,536 -1%
State Street
7
State Street
Massachusetts
$327M 2,481,095 +24,861 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$278M 2,103,152 -20,842 -1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$191M 1,446,684 -21,223 -1%
ClearBridge Investments
10
ClearBridge Investments
New York
$173M 1,313,121 +7,496 +0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$156M 1,183,031 +78,405 +7%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$136M 1,028,033 -104,912 -9%
Goldman Sachs
13
Goldman Sachs
New York
$136M 1,026,926 -127,626 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$132M 1,003,499 -23,221 -2%
IAMU
15
Impax Asset Management (UK)
United Kingdom
$128M 971,315 +22,148 +2%
SAM
16
Southernsun Asset Management
Tennessee
$114M 863,295 -153,911 -15%
WRF
17
Waddell & Reed Financial
Kansas
$109M 824,917 -50,175 -6%
Primecap Management
18
Primecap Management
California
$102M 774,030 -20,120 -3%
Bessemer Group
19
Bessemer Group
New Jersey
$96.1M 728,417 -45,954 -6%
FAM
20
Fenimore Asset Management
New York
$93.9M 711,489 -118,781 -14%
Principal Financial Group
21
Principal Financial Group
Iowa
$90.6M 686,599 -87,273 -11%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$90.5M 685,884 -2,806 -0.4%
Northern Trust
23
Northern Trust
Illinois
$86.6M 656,218 -28,880 -4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$84.2M 638,423 +21,464 +3%
SCM
25
Snyder Capital Management
California
$81.4M 616,609 -75,706 -11%
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