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IDEX
IEX

Overview Fund Activity

407 hedge funds and large institutions have $10.6B invested in IDEX in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
50
Increased
137
Reduced
150
Closed
35
Calls
$11.7M
Puts
$13.3M
Net Calls
-$1.62M
Net Calls Change
-$3.76M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$57.7M
2
PAM
2
Panagora Asset Management
Massachusetts
$38.5M
3
BlackRock
3
BlackRock
New York
$1.08B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$113M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$958M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$549M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.01B
3
SAM
3
Southernsun Asset Management
Tennessee
$93.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$38.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.08B 7,577,356 +238,547 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.01B 7,078,550 -257,279 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$958M 6,725,441 +179,082 +3%
Capital World Investors
4
Capital World Investors
California
$857M 6,014,742 +9,729 +0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$549M 3,851,789 -264,568 -6%
ACM
6
Atlanta Capital Management
Georgia
$453M 3,176,311 -18,020 -0.6%
State Street
7
State Street
Massachusetts
$348M 2,443,752 -37,343 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$311M 2,179,038 +75,886 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$199M 1,397,952 -48,732 -3%
ClearBridge Investments
10
ClearBridge Investments
New York
$188M 1,318,969 +5,848 +0.4%
IAMU
11
Impax Asset Management (UK)
United Kingdom
$147M 1,034,297 +62,982 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$143M 1,005,715 +2,216 +0.2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$143M 1,000,315 -182,716 -15%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$135M 944,222 -83,811 -8%
Goldman Sachs
15
Goldman Sachs
New York
$132M 923,975 -102,951 -10%
WRF
16
Waddell & Reed Financial
Kansas
$120M 840,073 +15,156 +2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$113M 795,258 +235,773 +42%
Bessemer Group
18
Bessemer Group
New Jersey
$104M 730,581 +2,164 +0.3%
Primecap Management
19
Primecap Management
California
$102M 715,780 -58,250 -8%
FAM
20
Fenimore Asset Management
New York
$101M 709,406 -2,083 -0.3%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$101M 708,343 +22,459 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$94.6M 663,729 -22,870 -3%
Northern Trust
23
Northern Trust
Illinois
$94.4M 662,472 +6,254 +1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$94.4M 662,810 +24,387 +4%
SAM
25
Southernsun Asset Management
Tennessee
$93.7M 657,479 -205,816 -24%
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