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IDEX
IEX

Overview Fund Activity

410 hedge funds and large institutions have $10.1B invested in IDEX in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 145 reducing their positions, and 40 closing their positions.

Holders
410
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
9.4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
143
Reduced
145
Closed
40
Calls
$14.6M
Puts
$18.2M
Net Calls
-$3.65M
Net Calls Change
-$2.02M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.08B
2
Invesco
2
Invesco
Georgia
$108M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$942M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$213M
5
Deutsche Bank
5
Deutsche Bank
Germany
$58M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$478M
2
GC
2
Guggenheim Capital
Illinois
$1.97M
3
ACM
3
Atlanta Capital Management
Georgia
$411M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$276M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.08B 7,916,684 +339,328 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$976M 7,148,981 +70,431 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$942M 6,902,022 +176,581 +3%
Capital World Investors
4
Capital World Investors
California
$823M 6,031,363 +16,621 +0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$478M 3,505,735 -346,054 -9%
ACM
6
Atlanta Capital Management
Georgia
$411M 3,014,643 -161,668 -5%
State Street
7
State Street
Massachusetts
$325M 2,384,371 -59,381 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$276M 2,021,384 -157,654 -7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$213M 1,564,126 +166,174 +12%
ClearBridge Investments
10
ClearBridge Investments
New York
$174M 1,273,298 -45,671 -3%
IAMU
11
Impax Asset Management (UK)
United Kingdom
$145M 1,064,447 +30,150 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$142M 1,040,468 +40,153 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$136M 995,539 -10,176 -1%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$122M 899,195 -45,027 -5%
Goldman Sachs
15
Goldman Sachs
New York
$119M 873,830 -50,145 -5%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$112M 822,710 +27,452 +3%
WRF
17
Waddell & Reed Financial
Kansas
$111M 816,238 -23,835 -3%
Invesco
18
Invesco
Georgia
$108M 788,895 +262,762 +50%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$103M 753,810 +91,000 +14%
Bessemer Group
20
Bessemer Group
New Jersey
$101M 738,568 +7,987 +1%
FAM
21
Fenimore Asset Management
New York
$96.5M 707,125 -2,281 -0.3%
Primecap Management
22
Primecap Management
California
$96.4M 706,690 -9,090 -1%
Northern Trust
23
Northern Trust
Illinois
$93.3M 683,646 +21,174 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$90.2M 661,009 -2,720 -0.4%
Norges Bank
25
Norges Bank
Norway
$84M 615,752 – –
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