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IBEX
IBEX

40 hedge funds and large institutions have $64M invested in IBEX in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 39 → 40 (+1)

2.18% more ownership

Funds ownership: 24.79% → 26.97% (+2.2%)

17% less capital invested

Capital invested by funds: $77.5M → $64M (-$13.5M)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIG
American International Group
New York
+$6.41M
2
KCM
Kennedy Capital Management
Missouri
+$2.22M
3
Ameriprise
Ameriprise
Minnesota
+$2.05M
4
American Century Companies
American Century Companies
Missouri
+$2.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
-$5.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.28M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.16M
4
TWMP
Taylor Wealth Management Partners
Massachusetts
-$1.1M
5
Millennium Management
Millennium Management
New York
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$44K -$34K -2,143 -39%
Deutsche Bank
27
Deutsche Bank
Germany
$44K +$2.86K +180 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$44K +$43.8K +2,758 +433%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$42K +$3.46K +218 +7%
Bank of America
30
Bank of America
North Carolina
$41K +$28.1K +1,769 +128%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$30K – – –
UBS Group
32
UBS Group
Switzerland
$24K +$29.2K +1,842 +9,210%
Citigroup
33
Citigroup
New York
$18K +$11.9K +750 +114%
TRCT
34
Tower Research Capital (TRC)
New York
$14K +$7.95K +501 +94%
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$13K – – –
TSWM
36
Tyler-Stone Wealth Management
Ohio
$8K +$9.52K +600 New
Legal & General Group
37
Legal & General Group
United Kingdom
$7K – – –
US Bancorp
38
US Bancorp
Minnesota
$6K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$5K – – –
Holocene Advisors
40
Holocene Advisors
New York
– -$5.1M -300,000 Closed
Millennium Management
41
Millennium Management
New York
– -$697K -41,000 Closed
Lazard Asset Management
42
Lazard Asset Management
New York
– -$24K -1,456 Closed
OSAM
43
O'Shaughnessy Asset Management
Connecticut
– -$24K -1,395 Closed
MAM
44
Meeder Asset Management
Ohio
– +$79 +5 New
1
2

IBEX Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2021, worth a combined $64M — down 17% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBEX positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 11 trimmed.

The largest buyer was American International Group, adding an estimated $6.41M. The largest seller was Holocene Advisors, exiting entirely with an estimated $5.1M sold.

  • 40 institutional investors held IBEX (IBEX) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $64M of IBEX stock for Q4 2021, down 17% quarter-over-quarter.
  • 5 funds opened new IBEX positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest IBEX buyer in Q4 2021 was American International Group, an estimated $6.41M added.
  • The largest IBEX seller in Q4 2021 was Holocene Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2021.