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IDEX
IEX

Overview Fund Activity

423 hedge funds and large institutions have $12.6B invested in IDEX in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 158 reducing their positions, and 40 closing their positions.

Holders
423
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
138
Reduced
158
Closed
40
Calls
$18.5M
Puts
$11.1M
Net Calls
+$7.44M
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$446M
2
Invesco
2
Invesco
Georgia
$253M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$42.4M
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$62.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$910M
2
CBT
2
Capital Bank & Trust
California
$690K
3
CGT
3
Capital Guardian Trust
California
$961K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$305M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.41B 8,206,026 +157,873 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B 7,109,147 -120,657 -2%
Capital World Investors
3
Capital World Investors
California
$977M 5,673,962 +13,505 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$910M 5,284,212 -514,302 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$599M 3,479,377 +3,483 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$446M 2,589,964 +763,086 +42%
State Street
7
State Street
Massachusetts
$434M 2,522,253 +13,925 +0.6%
ACM
8
Atlanta Capital Management
Georgia
$337M 1,956,871 +19,000 +1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$305M 1,772,042 -151,949 -8%
Invesco
10
Invesco
Georgia
$253M 1,469,664 +601,539 +69%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$249M 1,466,145 -91,844 -6%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$234M 1,360,284 +12,822 +1%
ClearBridge Investments
13
ClearBridge Investments
New York
$207M 1,203,674 -63,912 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$165M 959,823 +7,988 +0.8%
CIP
15
Champlain Investment Partners
Vermont
$151M 874,730 +7,920 +0.9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$141M 819,851 +62,111 +8%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$137M 798,702 -12,609 -2%
Northern Trust
18
Northern Trust
Illinois
$132M 765,554 +40,031 +6%
WRF
19
Waddell & Reed Financial
Kansas
$127M 737,174 -6,609 -0.9%
Norges Bank
20
Norges Bank
Norway
$126M 732,119 +8,494 +1%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$126M 731,828 -94,512 -11%
FAM
22
Fenimore Asset Management
New York
$123M 712,159 -590 -0.1%
Goldman Sachs
23
Goldman Sachs
New York
$105M 607,232 -150,639 -20%
Principal Financial Group
24
Principal Financial Group
Iowa
$102M 595,427 -37,451 -6%
Primecap Management
25
Primecap Management
California
$102M 590,300 -4,250 -0.7%
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