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IBEX
IBEX

83 hedge funds and large institutions have $150M invested in IBEX in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 12

32% more funds holding

Funds holding: 63 → 83 (+20)

14% more capital invested

Capital invested by funds: $132M → $150M (+$18.6M)

4.52% more ownership

Funds ownership: 29.33% → 33.85% (+4.5%)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.81M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$4.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.15M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.49M
5
SM
Scoggin Management
New York
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$14.3M
2
Ameriprise
Ameriprise
Minnesota
-$9.96M
3
RA
Royce & Associates
New York
-$1.54M
4
PI
Putnam Investments
Massachusetts
-$835K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.45M +$1.54M +57,502 +3,059%
Northern Trust
27
Northern Trust
Illinois
$1.41M -$5.78K -216 -0.4%
KCM
28
Kennedy Capital Management
Missouri
$1.28M -$318K -11,874 -18%
N
29
Nuveen
North Carolina
$1.28M +$1.07M +40,002 +325%
Vanguard Group
30
Vanguard Group
Pennsylvania
$1.13M +$77.3K +2,888 +7%
GC
31
Globeflex Capital
California
$1.08M +$82.9K +3,100 +8%
Calamos Advisors
32
Calamos Advisors
Illinois
$1.08M +$838K +31,339 +243%
UBS Group
33
UBS Group
Switzerland
$1.03M +$48.8K +1,824 +5%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$917K +$1.01M +37,600 New
RWM
35
Ritholtz Wealth Management
New York
$801K +$552K +20,651 +169%
Millennium Management
36
Millennium Management
New York
$799K -$57.1K -2,133 -6%
QC
37
Quadrature Capital
United Kingdom
$652K +$166K +6,206 +30%
ACA
38
Anchor Capital Advisors
Massachusetts
$645K – – –
Renaissance Technologies
39
Renaissance Technologies
New York
$630K +$433K +16,200 +169%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$628K +$688K +25,736 New
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$615K +$674K +25,206 New
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$518K +$568K +21,217 New
Charles Schwab
43
Charles Schwab
California
$504K +$17K +636 +3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$496K -$23.1K -862 -4%
SO
45
STRS Ohio
Ohio
$473K +$348K +13,000 +203%
Man Group
46
Man Group
United Kingdom
$385K – – –
AG
47
Algert Global
California
$377K +$413K +15,450 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$373K +$60K +2,244 +17%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$369K +$405K +15,134 New
DTL
50
Dynamic Technology Lab
Singapore
$358K +$393K +14,675 New
1
2
3 4

IBEX Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2023, worth a combined $150M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBEX positions and 4 closed out — a net gain of 21 holders — while 40 added to existing stakes and 12 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $4.81M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $14.3M sold.

  • 83 institutional investors held IBEX (IBEX) as of Q1 2023, up from 63 in Q4 2022.
  • Funds reported $150M of IBEX stock for Q1 2023, up 14% quarter-over-quarter.
  • 25 funds opened new IBEX positions in Q1 2023 and 4 closed out, a net change of +21 holders.
  • The largest IBEX buyer in Q1 2023 was Acadian Asset Management, an estimated $4.81M added.
  • The largest IBEX seller in Q1 2023 was Schonfeld Strategic Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2023.