IEX icon

IDEX
IEX

Overview Fund Activity

494 hedge funds and large institutions have $13.4B invested in IDEX in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 183 reducing their positions, and 45 closing their positions.

Holders
494
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
46
Increased
161
Reduced
183
Closed
45
Calls
$12.9M
Puts
$9.8M
Net Calls
+$3.06M
Net Calls Change
+$3.15M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$164M
2
UBS Group
2
UBS Group
Switzerland
$36.3M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$24.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$987M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$125M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$1.17B
4
CIP
4
Champlain Investment Partners
Vermont
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B 8,400,242 -316,195 -4%
BlackRock
2
BlackRock
New York
$1.17B 6,406,517 -313,111 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$987M 5,413,078 +128,354 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$587M 3,219,058 +29,824 +0.9%
State Street
5
State Street
Massachusetts
$577M 3,163,231 +12,771 +0.4%
Capital World Investors
6
Capital World Investors
California
$464M 2,545,975 +15,902 +0.6%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$375M 2,054,400 +46,584 +2%
ACM
8
Atlanta Capital Management
Georgia
$345M 1,889,773 -119,002 -6%
Invesco
9
Invesco
Georgia
$310M 1,699,336 +17,157 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$292M 1,602,365 +18,732 +1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$266M 1,465,360 +52,493 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$246M 1,351,315 -8,683 -0.6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$236M 1,296,432 +33,589 +3%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$224M 1,228,977 +88,077 +8%
CIP
15
Champlain Investment Partners
Vermont
$177M 969,090 -294,975 -23%
Goldman Sachs
16
Goldman Sachs
New York
$170M 931,756 -4,959 -0.5%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$164M 897,347 +721,220 +409%
Northern Trust
18
Northern Trust
Illinois
$152M 833,895 -13,507 -2%
FAM
19
Fenimore Asset Management
New York
$146M 799,984 -2,562 -0.3%
ClearBridge Investments
20
ClearBridge Investments
New York
$143M 784,833 -30,802 -4%
Bank of America
21
Bank of America
North Carolina
$133M 731,333 +95,739 +15%
WRF
22
Waddell & Reed Financial
Kansas
$129M 707,451 -2,914 -0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$129M 705,946 -61,755 -8%
Artisan Partners
24
Artisan Partners
Wisconsin
$125M 686,941 +126,148 +22%
Bessemer Group
25
Bessemer Group
New Jersey
$123M 673,561 -26,377 -4%
1
2 3 4 5