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41 hedge funds and large institutions have $82.3M invested in IBEX in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

35% more capital invested

Capital invested by funds: $60.7M → $82.3M (+$21.5M)

17% more funds holding

Funds holding: 3541 (+6)

0.85% more ownership

Funds ownership: 28.1%28.96% (+0.85%)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$14.1M -$5.82M -327,170 -30%
American Century Companies
2
American Century Companies
Missouri
$13.7M +$10.8M +606,259 +481%
Holocene Advisors
3
Holocene Advisors
New York
$10.3M
SSA
4
Schonfeld Strategic Advisors
New York
$7.48M -$2.72M -152,800 -28%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.62M +$4.43M +248,993 +237%
PI
6
Putnam Investments
Massachusetts
$5.24M +$247K +13,869 +5%
BlackRock
7
BlackRock
New York
$4.86M +$883K +49,585 +24%
RA
8
Royce & Associates
New York
$3.37M -$2.55M -143,437 -44%
Boston Partners
9
Boston Partners
Massachusetts
$2.77M -$50K -2,807 -2%
TWMP
10
Taylor Wealth Management Partners
Massachusetts
$2.54M +$68.1K +3,825 +3%
Millennium Management
11
Millennium Management
New York
$2.17M -$3.55M -199,190 -63%
Federated Hermes
12
Federated Hermes
Pennsylvania
$2.07M -$169K -9,484 -8%
State Street
13
State Street
Massachusetts
$1.21M +$1.15M +64,711 New
EI
14
EAM Investors
California
$1.13M +$1.07M +60,306 New
Northern Trust
15
Northern Trust
Illinois
$870K +$111K +6,222 +15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$794K +$54.4K +3,057 +8%
Goldman Sachs
17
Goldman Sachs
New York
$624K -$861K -48,386 -59%
SEI Investments
18
SEI Investments
Pennsylvania
$541K +$515K +28,910 New
N
19
Nuveen
North Carolina
$501K +$477K +26,789 New
Vanguard Group
20
Vanguard Group
Pennsylvania
$300K +$89.1K +5,004 +45%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$195K +$186K +10,427 New
Morgan Stanley
22
Morgan Stanley
New York
$139K +$47K +2,640 +55%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$136K
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$123K +$117K +6,600 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$69K +$66K +3,708 New

IBEX Hedge Fund Activity: Q4 2020 in Review

41 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2020, worth a combined $82.3M — up 35% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBEX positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was American Century Companies, adding an estimated $10.8M. The largest seller was Ameriprise, cutting an estimated $5.82M.

  • 41 institutional investors held IBEX (IBEX) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $82.3M of IBEX stock for Q4 2020, up 35% quarter-over-quarter.
  • 10 funds opened new IBEX positions in Q4 2020 and 4 closed out, a net change of +6 holders.
  • The largest IBEX buyer in Q4 2020 was American Century Companies, an estimated $10.8M added.
  • The largest IBEX seller in Q4 2020 was Ameriprise, an estimated $5.82M sold.

Based on aggregated 13F filings for Q4 2020.