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IDEX
IEX

Overview Fund Activity

418 hedge funds and large institutions have $8.87B invested in IDEX in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 68 closing their positions.

Holders
418
Holders Change
-13
Holders Change %
-3.02%
% of All Funds
9.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
117
Reduced
159
Closed
68
Calls
$7.62M
Puts
$6.31M
Net Calls
+$1.31M
Net Calls Change
+$3.31M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$219M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$250M
3
CIP
3
Champlain Investment Partners
Vermont
$98.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$26.5M
5
Jennison Associates
5
Jennison Associates
New York
$26.2M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$244M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$39.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$444M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$760M
5
Goldman Sachs
5
Goldman Sachs
New York
$91.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.01B 7,982,637 +53,470 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$909M 7,202,621 +205,423 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$760M 6,018,367 -318,233 -5%
Capital World Investors
4
Capital World Investors
California
$712M 5,638,683 -124,996 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$444M 3,517,730 -358,157 -9%
State Street
6
State Street
Massachusetts
$299M 2,369,064 -119,668 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$250M 1,978,725 +431,134 +28%
ACM
8
Atlanta Capital Management
Georgia
$244M 1,932,358 -992,661 -34%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$219M 1,733,558 +621,397 +56%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$199M 1,573,900 -91,382 -5%
ClearBridge Investments
11
ClearBridge Investments
New York
$159M 1,256,545 -34,325 -3%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$157M 1,240,378 +166,540 +16%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$121M 956,233 -34,907 -4%
Invesco
14
Invesco
Georgia
$102M 807,542 +54,401 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$101M 799,850 +21,550 +3%
CIP
16
Champlain Investment Partners
Vermont
$98.6M 780,965 +337,940 +76%
WRF
17
Waddell & Reed Financial
Kansas
$95.1M 752,866 -62,830 -8%
Goldman Sachs
18
Goldman Sachs
New York
$91.2M 722,498 -219,592 -23%
Norges Bank
19
Norges Bank
Norway
$90.8M 719,173 +47,636 +7%
Northern Trust
20
Northern Trust
Illinois
$90.5M 716,581 +31,248 +5%
FAM
21
Fenimore Asset Management
New York
$88.5M 700,605 -4,510 -0.6%
Principal Financial Group
22
Principal Financial Group
Iowa
$81.5M 645,742 -18,309 -3%
Primecap Management
23
Primecap Management
California
$75.2M 595,310 -92,230 -13%
Bessemer Group
24
Bessemer Group
New Jersey
$72M 570,568 -170,423 -23%
SCM
25
Snyder Capital Management
California
$65.8M 521,127 -19,090 -4%
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