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IDEX
IEX

Overview Fund Activity

495 hedge funds and large institutions have $11.8B invested in IDEX in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
10.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
63
Increased
164
Reduced
191
Closed
54
Calls
$10.9M
Puts
$11M
Net Calls
-$87K
Net Calls Change
-$3.3M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$138M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.6M
3
Invesco
3
Invesco
Georgia
$266M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M
5
CIM
5
CCLA Investment Management
United Kingdom
$56.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$129M
2
BlackRock
2
BlackRock
New York
$1.06B
3
FPP
3
Findlay Park Partners
United Kingdom
$37.1M
4
CVA
4
Ceredex Value Advisors
Florida
$57.1M
5
MWNA
5
Marshall Wace North America
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B 8,716,437 +223,596 +3%
BlackRock
2
BlackRock
New York
$1.06B 6,719,628 -230,060 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$835M 5,284,724 -140,864 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M 3,189,234 +400,737 +14%
State Street
5
State Street
Massachusetts
$498M 3,150,460 +5,277 +0.2%
Capital World Investors
6
Capital World Investors
California
$400M 2,530,073 -77,678 -3%
ACM
7
Atlanta Capital Management
Georgia
$317M 2,008,775 +37,155 +2%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$317M 2,007,816 +111,186 +6%
Invesco
9
Invesco
Georgia
$266M 1,682,179 +506,008 +43%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$250M 1,583,633 +20,122 +1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$223M 1,412,867 -24,714 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$215M 1,359,998 -53,484 -4%
CIP
13
Champlain Investment Partners
Vermont
$200M 1,264,065 +10,495 +0.8%
AllianceBernstein
14
AllianceBernstein
Tennessee
$200M 1,262,843 -61,666 -5%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$180M 1,140,900 +155,747 +16%
Goldman Sachs
16
Goldman Sachs
New York
$148M 936,715 +191,635 +26%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$138M 887,968 +880,195 +11,324%
Northern Trust
18
Northern Trust
Illinois
$134M 847,402 -1,130 -0.1%
ClearBridge Investments
19
ClearBridge Investments
New York
$129M 815,635 -284,861 -26%
FAM
20
Fenimore Asset Management
New York
$127M 802,546 +40,176 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$121M 767,701 +88,808 +13%
WRF
22
Waddell & Reed Financial
Kansas
$112M 710,365 -13,737 -2%
Bessemer Group
23
Bessemer Group
New Jersey
$111M 699,938 +93,669 +15%
Victory Capital Management
24
Victory Capital Management
Texas
$106M 672,721 +25,785 +4%
Bank of America
25
Bank of America
North Carolina
$100M 635,594 -14,118 -2%
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