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IBEX
IBEX

Overview Fund Activity

83 hedge funds and large institutions have $226M invested in IBEX in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
22
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$10M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.75M
3
PCMF
3
Private Capital Management (Florida)
Florida
$920K
4
State Street
4
State Street
Massachusetts
$3.43M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$650K

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$4.41M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.13M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$218K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.35M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
76
Tyler-Stone Wealth Management
Ohio
$11.4K – – –
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$10.6K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
S
79
SignatureFD
Georgia
$1.6K – – –
C
80
Covestor
United Kingdom
$1K +$417 +30 +71%
FFA
81
Frazier Financial Advisors
Ohio
$837 +$837 +44 New
FHA
82
First Horizon Advisors
Tennessee
$836 – – –
FFA
83
Farther Finance Advisors
California
$19 +$19 +1 New
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
– -$469K -30,508 Closed
Citadel Advisors
85
Citadel Advisors
Florida
– -$442K -28,619 Closed
AllianceBernstein
86
AllianceBernstein
Tennessee
– -$275K -17,790 Closed
ZIM
87
Zacks Investment Management
Illinois
– -$275K -17,774 Closed
SCP
88
Seizert Capital Partners
Michigan
– -$263K -17,045 Closed
CCM
89
Channing Capital Management
Illinois
– -$242K -15,637 Closed
PCM
90
Prelude Capital Management
New York
– -$199K -12,900 Closed
Invesco
91
Invesco
Georgia
– -$185K -11,942 Closed
XT
92
XTX Topco
Cayman Islands
– -$166K -10,722 Closed
QT
93
Quantbot Technologies
New York
– -$70.5K -4,560 Closed
SOW
94
State of Wyoming
Wyoming
– -$54K -3,498 Closed
GWSG
95
GPS Wealth Strategies Group
Colorado
– -$6.95K -450 Closed
Group One Trading
96
Group One Trading
Illinois
– -$1.92K -124 Closed
Osaic Holdings
97
Osaic Holdings
Arizona
– -$1.33K -86 Closed
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