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IBEX
IBEX

39 hedge funds and large institutions have $96.2M invested in IBEX in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $82.3M → $96.2M (+$13.9M)

5% less funds holding

Funds holding: 41 → 39 (-2)

5.16% less ownership

Funds ownership: 28.96% → 23.79% (-5.2%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$3.12M
2
Ameriprise
Ameriprise
Minnesota
+$608K
3
Morgan Stanley
Morgan Stanley
New York
+$438K
4
Wells Fargo
Wells Fargo
California
+$401K
5
BlackRock
BlackRock
New York
+$305K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.17M
2
EI
EAM Investors
California
-$1.13M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
4
Holocene Advisors
Holocene Advisors
New York
-$1.02M
5
RA
Royce & Associates
New York
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$145K – – –
MCM
27
Manchester Capital Management
Vermont
$122K +$114K +5,555 New
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$82K +$716 +35 +0.9%
UBS Group
29
UBS Group
Switzerland
$53K +$1.17K +57 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$49K -$21.8K -1,065 -32%
SO
31
STRS Ohio
Ohio
$26K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$19K +$2.29K +112 +15%
Legal & General Group
33
Legal & General Group
United Kingdom
$13K +$2.92K +143 +31%
US Bancorp
34
US Bancorp
Minnesota
$11K – – –
Citigroup
35
Citigroup
New York
$9K -$11.2K -547 -58%
AIP
36
Ameritas Investment Partners
Nebraska
$9K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$4K -$11.7K -572 -74%
AIG
38
American International Group
New York
$76 +$11.5K +563 +19%
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$20 – – –
Millennium Management
40
Millennium Management
New York
– -$2.17M -116,046 Closed
EI
41
EAM Investors
California
– -$1.13M -60,306 Closed
Goldman Sachs
42
Goldman Sachs
New York
– -$624K -33,354 Closed
APP
43
Alpha Paradigm Partners
Illinois
– -$59K -3,179 Closed
Russell Investments Group
44
Russell Investments Group
United Kingdom
– -$44K -2,383 Closed
1
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IBEX Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2021, worth a combined $96.2M — up 17% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IBEX and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 23 added.

The largest buyer was American Century Companies, adding an estimated $3.12M. The largest seller was Millennium Management, exiting entirely with an estimated $2.17M sold.

  • 39 institutional investors held IBEX (IBEX) as of Q1 2021, down from 41 in Q4 2020.
  • Funds reported $96.2M of IBEX stock for Q1 2021, up 17% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q1 2021 and 5 closed out, a net change of -2 holders.
  • The largest IBEX buyer in Q1 2021 was American Century Companies, an estimated $3.12M added.
  • The largest IBEX seller in Q1 2021 was Millennium Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2021.