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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
1
Ceredex Value Advisors
Florida
$80.8M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
3
BlackRock
New York
$960M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$385M
5
GCM
5
Geneva Capital Management
Wisconsin
$29.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$360M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$216M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$25.4M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$7.13M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B 8,492,841 +213,156 +3%
BlackRock
2
BlackRock
New York
$960M 6,949,688 +271,940 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$749M 5,425,588 +67,143 +1%
State Street
4
State Street
Massachusetts
$434M 3,145,183 -5,226 -0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$385M 2,788,497 +261,557 +10%
Capital World Investors
6
Capital World Investors
California
$360M 2,607,751 -3,104,702 -54%
ACM
7
Atlanta Capital Management
Georgia
$272M 1,971,620 +155,117 +9%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$262M 1,896,630 +372,906 +24%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$216M 1,563,511 -944,161 -38%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$199M 1,437,581 +212,397 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$195M 1,413,482 +28,141 +2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$183M 1,324,509 -225,318 -15%
CIP
13
Champlain Investment Partners
Vermont
$173M 1,253,570 +110,660 +10%
Invesco
14
Invesco
Georgia
$162M 1,176,171 -212,001 -15%
ClearBridge Investments
15
ClearBridge Investments
New York
$152M 1,100,496 -51,165 -4%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$136M 985,153 +61,642 +7%
Northern Trust
17
Northern Trust
Illinois
$117M 848,532 +7,331 +0.9%
FAM
18
Fenimore Asset Management
New York
$105M 762,370 +51,880 +7%
Goldman Sachs
19
Goldman Sachs
New York
$103M 745,080 +135,790 +22%
WRF
20
Waddell & Reed Financial
Kansas
$100M 724,102 +18,646 +3%
Norges Bank
21
Norges Bank
Norway
$99.9M 723,630 – –
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$94M 653,179 +35,768 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$93.8M 678,893 -8,844 -1%
Bank of America
24
Bank of America
North Carolina
$89.7M 649,712 +60,579 +10%
Barclays
25
Barclays
United Kingdom
$89.7M 649,191 +14,402 +2%
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