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IDEX
IEX

Overview Fund Activity

431 hedge funds and large institutions have $11B invested in IDEX in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 30 closing their positions.

Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
54
Increased
133
Reduced
159
Closed
30
Calls
$14.4M
Puts
$16.5M
Net Calls
-$2M
Net Calls Change
+$1.64M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$584M
2
Millennium Management
2
Millennium Management
New York
$34.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.7M
4
TCP
4
ThornTree Capital Partners
Massachusetts
$24.8M
5
State Street
5
State Street
Massachusetts
$375M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$955M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
Capital World Investors
3
Capital World Investors
California
$868M
4
SAM
4
Southernsun Asset Management
Tennessee
$54.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.19B 7,929,167 +12,483 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B 6,997,198 +95,176 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$955M 6,336,600 -812,381 -11%
Capital World Investors
4
Capital World Investors
California
$868M 5,763,679 -267,684 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$584M 3,875,887 +370,152 +11%
ACM
6
Atlanta Capital Management
Georgia
$441M 2,925,019 -89,624 -3%
State Street
7
State Street
Massachusetts
$375M 2,488,732 +104,361 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$251M 1,665,282 -356,102 -18%
AllianceBernstein
9
AllianceBernstein
Tennessee
$233M 1,547,591 -16,535 -1%
ClearBridge Investments
10
ClearBridge Investments
New York
$194M 1,290,870 +17,572 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$168M 1,112,161 +71,693 +7%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$162M 1,073,838 +1,073,838 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$149M 991,140 -4,399 -0.4%
Goldman Sachs
14
Goldman Sachs
New York
$142M 942,090 +68,260 +8%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$131M 872,610 -26,585 -3%
WRF
16
Waddell & Reed Financial
Kansas
$123M 815,696 -542 -0.1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$117M 778,300 +24,490 +3%
Invesco
18
Invesco
Georgia
$113M 753,141 -35,754 -5%
Bessemer Group
19
Bessemer Group
New Jersey
$112M 740,991 +2,423 +0.3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$108M 718,334 -104,376 -13%
FAM
21
Fenimore Asset Management
New York
$106M 705,115 -2,010 -0.3%
Primecap Management
22
Primecap Management
California
$104M 687,540 -19,150 -3%
Northern Trust
23
Northern Trust
Illinois
$103M 685,333 +1,687 +0.2%
Norges Bank
24
Norges Bank
Norway
$101M 671,537 +55,785 +9%
Principal Financial Group
25
Principal Financial Group
Iowa
$100M 664,051 +3,042 +0.5%
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