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IDEX
IEX

Overview Fund Activity

425 hedge funds and large institutions have $11B invested in IDEX in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 49 closing their positions.

Holders
425
Holders Change
+7
Holders Change %
+1.67%
% of All Funds
9.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
134
Reduced
152
Closed
49
Calls
$15.9M
Puts
$7.01M
Net Calls
+$8.89M
Net Calls Change
+$7.58M

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$89.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$35.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$55.7M
5
State Street
5
State Street
Massachusetts
$381M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$880M
2
Prudential Financial
2
Prudential Financial
New Jersey
$13.4M
3
HCM
3
Hahn Capital Management
California
$9.88M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$13M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.22B 8,048,153 +65,516 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B 7,229,804 +27,183 +0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$880M 5,798,514 -219,853 -4%
Capital World Investors
4
Capital World Investors
California
$859M 5,660,457 +21,774 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$527M 3,475,894 -41,836 -1%
State Street
6
State Street
Massachusetts
$381M 2,508,328 +139,264 +6%
ACM
7
Atlanta Capital Management
Georgia
$294M 1,937,871 +5,513 +0.3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$292M 1,923,991 -54,734 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$277M 1,826,878 +93,320 +5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$236M 1,557,989 -15,911 -1%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$204M 1,347,462 +107,084 +9%
ClearBridge Investments
12
ClearBridge Investments
New York
$192M 1,267,586 +11,041 +0.9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$144M 951,835 -4,398 -0.5%
Invesco
14
Invesco
Georgia
$132M 868,125 +60,583 +8%
CIP
15
Champlain Investment Partners
Vermont
$132M 866,810 +85,845 +11%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$125M 826,340 -70,841 -8%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$123M 811,311 +74,115 +10%
Goldman Sachs
18
Goldman Sachs
New York
$115M 757,871 +35,373 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$115M 757,740 -42,110 -5%
WRF
20
Waddell & Reed Financial
Kansas
$113M 743,783 -9,083 -1%
Northern Trust
21
Northern Trust
Illinois
$110M 725,523 +8,942 +1%
Norges Bank
22
Norges Bank
Norway
$110M 723,625 +4,452 +0.6%
FAM
23
Fenimore Asset Management
New York
$108M 712,749 +12,144 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$96M 632,878 -12,864 -2%
Primecap Management
25
Primecap Management
California
$90.2M 594,550 -760 -0.1%
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