We are live on ! Find out more
IBEX icon

IBEX
IBEX

63 hedge funds and large institutions have $132M invested in IBEX in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

44% more capital invested

Capital invested by funds: $91.5M → $132M (+$40.1M)

40% more funds holding

Funds holding: 45 → 63 (+18)

2.54% more ownership

Funds ownership: 26.79% → 29.33% (+2.5%)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
26
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.98M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.72M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$948K
5
UBS Group
UBS Group
Switzerland
+$914K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.13M
2
American Century Companies
American Century Companies
Missouri
-$1.9M
3
PI
Putnam Investments
Massachusetts
-$584K
4
SEI Investments
SEI Investments
Pennsylvania
-$470K
5
ACM
Argent Capital Management
Missouri
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$29K +$11.6K +514 +82%
Legal & General Group
52
Legal & General Group
United Kingdom
$26K +$10.7K +474 +83%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$16K – – –
TSWM
54
Tyler-Stone Wealth Management
Ohio
$15K – – –
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$13.8K +$12.5K +555 New
AIP
56
Ameritas Investment Partners
Nebraska
$10.6K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.35K -$1.33K -59 -30%
Federated Hermes
58
Federated Hermes
Pennsylvania
$3.23K +$2.93K +130 New
C
59
Covestor
United Kingdom
$2K +$1.47K +65 +929%
PA
60
Parallel Advisors
California
$1.64K +$1.49K +66 New
Citigroup
61
Citigroup
New York
$1.52K -$609 -27 -31%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$1.41K +$948K +42,034 +285%
US Bancorp
63
US Bancorp
Minnesota
$75 +$68 +3 New
ACM
64
Argent Capital Management
Missouri
– -$257K -13,825 Closed
Wells Fargo
65
Wells Fargo
California
– -$1K -67 Closed
CS
66
Credit Suisse
Switzerland
– -$1K -29 Closed
1 2
3

IBEX Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2022, worth a combined $132M — up 44% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBEX positions and 3 closed out — a net gain of 18 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $2.98M. The largest seller was Ameriprise, cutting an estimated $5.13M.

  • 63 institutional investors held IBEX (IBEX) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $132M of IBEX stock for Q4 2022, up 44% quarter-over-quarter.
  • 21 funds opened new IBEX positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest IBEX buyer in Q4 2022 was BlackRock, an estimated $2.98M added.
  • The largest IBEX seller in Q4 2022 was Ameriprise, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2022.