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39 hedge funds and large institutions have $96.2M invested in IBEX in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $82.3M → $96.2M (+$13.9M)

5% less funds holding

Funds holding: 4139 (-2)

5.16% less ownership

Funds ownership: 28.96%23.79% (-5.2%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
23
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$19.5M +$3.12M +152,467 +21%
Ameriprise
2
Ameriprise
Minnesota
$17.2M +$608K +29,729 +4%
Holocene Advisors
3
Holocene Advisors
New York
$11M -$1.02M -50,000 -9%
SSA
4
Schonfeld Strategic Advisors
New York
$8.8M
JP Morgan Chase
5
JP Morgan Chase
New York
$6.62M -$1.08M -53,027 -15%
BlackRock
6
BlackRock
New York
$6.04M +$305K +14,930 +6%
PI
7
Putnam Investments
Massachusetts
$5.82M -$321K -15,700 -6%
Boston Partners
8
Boston Partners
Massachusetts
$3.31M +$48.9K +2,392 +2%
RA
9
Royce & Associates
New York
$3.19M -$715K -34,946 -19%
TWMP
10
Taylor Wealth Management Partners
Massachusetts
$3.01M +$20.4K +999 +0.7%
Federated Hermes
11
Federated Hermes
Pennsylvania
$2.51M +$75.4K +3,688 +3%
State Street
12
State Street
Massachusetts
$1.53M +$98.5K +4,818 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.14M +$196K +9,565 +23%
Northern Trust
14
Northern Trust
Illinois
$1.11M +$79.8K +3,900 +8%
SEI Investments
15
SEI Investments
Pennsylvania
$953K +$295K +14,420 +50%
N
16
Nuveen
North Carolina
$640K +$46.7K +2,282 +9%
Morgan Stanley
17
Morgan Stanley
New York
$635K +$438K +21,430 +288%
Wells Fargo
18
Wells Fargo
California
$491K +$401K +19,588 +720%
Vanguard Group
19
Vanguard Group
Pennsylvania
$485K +$123K +5,992 +37%
Deutsche Bank
20
Deutsche Bank
Germany
$396K +$300K +14,663 +437%
Squarepoint
21
Squarepoint
New York
$292K +$272K +13,290 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$283K +$50.1K +2,449 +23%
Charles Schwab
23
Charles Schwab
California
$281K +$261K +12,767 New
Bank of America
24
Bank of America
North Carolina
$205K +$160K +7,841 +540%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$197K +$34.7K +1,699 +23%

IBEX Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2021, worth a combined $96.2M — up 17% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IBEX and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 23 added.

The largest buyer was American Century Companies, adding an estimated $3.12M. The largest seller was Millennium Management, exiting entirely with an estimated $2.17M sold.

  • 39 institutional investors held IBEX (IBEX) as of Q1 2021, down from 41 in Q4 2020.
  • Funds reported $96.2M of IBEX stock for Q1 2021, up 17% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q1 2021 and 5 closed out, a net change of -2 holders.
  • The largest IBEX buyer in Q1 2021 was American Century Companies, an estimated $3.12M added.
  • The largest IBEX seller in Q1 2021 was Millennium Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2021.