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IDEX
IEX

Overview Fund Activity

457 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 37 closing their positions.

Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
150
Reduced
164
Closed
37
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.34M
Net Calls Change
-$6.09M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B
2
State Street
2
State Street
Massachusetts
$509M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$518M
4
Millennium Management
4
Millennium Management
New York
$96.5M
5
Invesco
5
Invesco
Georgia
$311M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.05B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$418M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$30.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$114M
5
ACM
5
Atlanta Capital Management
Georgia
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B 8,235,433 +1,126,286 +16%
BlackRock
2
BlackRock
New York
$1.05B 6,418,277 -1,787,749 -22%
Capital World Investors
3
Capital World Investors
California
$932M 5,685,229 +11,267 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$873M 5,328,124 +43,912 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$518M 3,161,573 +571,609 +22%
State Street
6
State Street
Massachusetts
$509M 3,104,075 +581,822 +23%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$418M 2,548,446 -930,931 -27%
Invesco
8
Invesco
Georgia
$311M 1,898,713 +429,049 +29%
ACM
9
Atlanta Capital Management
Georgia
$292M 1,780,846 -176,025 -9%
AllianceBernstein
10
AllianceBernstein
Tennessee
$276M 1,683,806 -88,236 -5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$224M 1,364,531 -101,614 -7%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$205M 1,251,546 -108,738 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$192M 1,170,493 +350,642 +43%
ClearBridge Investments
14
ClearBridge Investments
New York
$188M 1,149,425 -54,249 -5%
CIP
15
Champlain Investment Partners
Vermont
$159M 972,770 +98,040 +11%
Northern Trust
16
Northern Trust
Illinois
$139M 849,790 +84,236 +11%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$138M 839,156 +40,454 +5%
WRF
18
Waddell & Reed Financial
Kansas
$121M 738,068 +894 +0.1%
Norges Bank
19
Norges Bank
Norway
$118M 720,555 -11,564 -2%
FAM
20
Fenimore Asset Management
New York
$117M 711,297 -862 -0.1%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$115M 701,779 -30,049 -4%
Goldman Sachs
22
Goldman Sachs
New York
$115M 700,248 +93,016 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$114M 697,362 -262,461 -27%
Barclays
24
Barclays
United Kingdom
$98.8M 602,895 +118,163 +24%
Millennium Management
25
Millennium Management
New York
$96.5M 589,011 +528,483 +873%
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