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39 hedge funds and large institutions have $77.5M invested in IBEX in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3839 (+1)

0.54% more ownership

Funds ownership: 24.24%24.79% (+0.54%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

11% less capital invested

Capital invested by funds: $87M → $77.5M (-$9.48M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% 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
15
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$16.3M +$877K +45,306 +5%
Ameriprise
2
Ameriprise
Minnesota
$14.3M +$1.45M +75,036 +10%
SSA
3
Schonfeld Strategic Advisors
New York
$5.32M -$1.68M -86,995 -22%
Holocene Advisors
4
Holocene Advisors
New York
$5.1M -$2.9M -150,000 -33%
BlackRock
5
BlackRock
New York
$4.63M -$95.4K -4,929 -2%
PI
6
Putnam Investments
Massachusetts
$4.63M +$72.4K +3,740 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.53M +$1.85M +95,407 +56%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.63M -$171K -8,861 -4%
Boston Partners
9
Boston Partners
Massachusetts
$2.66M +$86.5K +4,472 +3%
RA
10
Royce & Associates
New York
$2.58M +$294K +15,209 +11%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$2.53M +$2.88M +149,075 New
TWMP
12
Taylor Wealth Management Partners
Massachusetts
$2.13M -$180K -9,310 -7%
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.1M +$47.2K +2,439 +2%
SEI Investments
14
SEI Investments
Pennsylvania
$1.22M +$343K +17,714 +33%
State Street
15
State Street
Massachusetts
$1.12M +$19.5K +1,010 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$939K +$32.7K +1,689 +3%
Northern Trust
17
Northern Trust
Illinois
$733K -$68.2K -3,525 -8%
Millennium Management
18
Millennium Management
New York
$697K +$40.1K +2,073 +5%
Wells Fargo
19
Wells Fargo
California
$536K +$222K +11,450 +57%
Vanguard Group
20
Vanguard Group
Pennsylvania
$469K +$27.6K +1,425 +5%
N
21
Nuveen
North Carolina
$460K -$15.2K -785 -3%
Charles Schwab
22
Charles Schwab
California
$218K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$215K +$23.7K +1,227 +11%
Morgan Stanley
24
Morgan Stanley
New York
$94K -$598K -30,884 -85%
Deutsche Bank
25
Deutsche Bank
Germany
$55K -$298K -15,427 -83%

IBEX Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2021, worth a combined $77.5M — down 11% from $87M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBEX positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $2.88M. The largest seller was Holocene Advisors, cutting an estimated $2.9M.

  • 39 institutional investors held IBEX (IBEX) as of Q3 2021, up from 38 in Q2 2021.
  • Funds reported $77.5M of IBEX stock for Q3 2021, down 11% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q3 2021 and 2 closed out, a net change of +1 holder.
  • The largest IBEX buyer in Q3 2021 was Russell Investments Group, an estimated $2.88M added.
  • The largest IBEX seller in Q3 2021 was Holocene Advisors, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2021.