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38 hedge funds and large institutions have $87M invested in IBEX in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% more ownership

Funds ownership: 23.79%24.24% (+0.45%)

3% less funds holding

Funds holding: 3938 (-1)

10% less capital invested

Capital invested by funds: $96.2M → $87M (-$9.21M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$17.8M +$636K +29,392 +3%
Ameriprise
2
Ameriprise
Minnesota
$14.9M -$368K -17,023 -2%
Holocene Advisors
3
Holocene Advisors
New York
$8.78M -$1.08M -50,000 -10%
SSA
4
Schonfeld Strategic Advisors
New York
$7.81M
BlackRock
5
BlackRock
New York
$5.42M +$63K +2,913 +1%
PI
6
Putnam Investments
Massachusetts
$5.24M +$90.9K +4,200 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.34M -$1.7M -78,606 -26%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.34M +$3.7M +170,893 New
Boston Partners
9
Boston Partners
Massachusetts
$2.97M +$41.5K +1,918 +1%
RA
10
Royce & Associates
New York
$2.66M -$188K -8,696 -6%
TWMP
11
Taylor Wealth Management Partners
Massachusetts
$2.63M -$46K -2,125 -2%
Federated Hermes
12
Federated Hermes
Pennsylvania
$2.36M +$145K +6,697 +6%
State Street
13
State Street
Massachusetts
$1.27M -$96.8K -4,475 -6%
SEI Investments
14
SEI Investments
Pennsylvania
$1.05M +$228K +10,519 +24%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.04M +$33K +1,526 +3%
Northern Trust
16
Northern Trust
Illinois
$911K -$81.2K -3,754 -7%
Millennium Management
17
Millennium Management
New York
$760K +$842K +38,927 New
Morgan Stanley
18
Morgan Stanley
New York
$712K +$164K +7,574 +26%
N
19
Nuveen
North Carolina
$543K -$26.8K -1,241 -4%
Vanguard Group
20
Vanguard Group
Pennsylvania
$511K +$88.8K +4,103 +19%
Wells Fargo
21
Wells Fargo
California
$393K -$47.8K -2,209 -10%
Deutsche Bank
22
Deutsche Bank
Germany
$365K +$14.4K +666 +4%
Charles Schwab
23
Charles Schwab
California
$250K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$224K -$30.7K -1,417 -11%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$152K -$25.7K -1,188 -13%

IBEX Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q2 2021, worth a combined $87M — down 9.6% from $96.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IBEX and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 11 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $3.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.7M.

  • 38 institutional investors held IBEX (IBEX) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $87M of IBEX stock for Q2 2021, down 9.6% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest IBEX buyer in Q2 2021 was Wellington Management Group, an estimated $3.7M added.
  • The largest IBEX seller in Q2 2021 was JP Morgan Chase, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2021.