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IBEX
IBEX

39 hedge funds and large institutions have $77.5M invested in IBEX in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 38 → 39 (+1)

0.54% more ownership

Funds ownership: 24.24% → 24.79% (+0.54%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

11% less capital invested

Capital invested by funds: $87M → $77.5M (-$9.48M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% 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
15
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.88M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.85M
3
Ameriprise
Ameriprise
Minnesota
+$1.45M
4
American Century Companies
American Century Companies
Missouri
+$877K
5
SEI Investments
SEI Investments
Pennsylvania
+$343K

Top Sellers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
-$2.9M
2
SSA
Schonfeld Strategic Advisors
New York
-$1.68M
3
Morgan Stanley
Morgan Stanley
New York
-$598K
4
Deutsche Bank
Deutsche Bank
Germany
-$298K
5
TWMP
Taylor Wealth Management Partners
Massachusetts
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$53K -$1.43K -74 -2%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$51K -$92.1K -4,759 -61%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$40K -$83.3K -4,306 -65%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$24K -$45.4K -2,348 -63%
Bank of America
30
Bank of America
North Carolina
$24K -$5.28K -273 -16%
Lazard Asset Management
31
Lazard Asset Management
New York
$24K +$28.2K +1,456 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$11K -$14.5K -751 -54%
Citigroup
33
Citigroup
New York
$11K +$7.49K +387 +143%
Legal & General Group
34
Legal & General Group
United Kingdom
$10K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$9K -$5.86K -303 -36%
US Bancorp
36
US Bancorp
Minnesota
$9K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$7K – – –
Nisa Investment Advisors
38
Nisa Investment Advisors
Missouri
$15 – – –
MCM
39
Manchester Capital Management
Vermont
– -$108K -5,555 Closed
PAM
40
Panagora Asset Management
Massachusetts
– -$2K -127 Closed
UBS Group
41
UBS Group
Switzerland
– +$387 +20 New
1
2

IBEX Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2021, worth a combined $77.5M — down 11% from $87M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBEX positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $2.88M. The largest seller was Holocene Advisors, cutting an estimated $2.9M.

  • 39 institutional investors held IBEX (IBEX) as of Q3 2021, up from 38 in Q2 2021.
  • Funds reported $77.5M of IBEX stock for Q3 2021, down 11% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q3 2021 and 2 closed out, a net change of +1 holder.
  • The largest IBEX buyer in Q3 2021 was Russell Investments Group, an estimated $2.88M added.
  • The largest IBEX seller in Q3 2021 was Holocene Advisors, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2021.