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IBEX
IBEX

40 hedge funds and large institutions have $64M invested in IBEX in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 39 → 40 (+1)

2.18% more ownership

Funds ownership: 24.79% → 26.97% (+2.2%)

17% less capital invested

Capital invested by funds: $77.5M → $64M (-$13.5M)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIG
American International Group
New York
+$6.41M
2
KCM
Kennedy Capital Management
Missouri
+$2.22M
3
Ameriprise
Ameriprise
Minnesota
+$2.05M
4
American Century Companies
American Century Companies
Missouri
+$2.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
-$5.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.28M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.16M
4
TWMP
Taylor Wealth Management Partners
Massachusetts
-$1.1M
5
Millennium Management
Millennium Management
New York
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$14M +$2.05M +129,371 +13%
Ameriprise
2
Ameriprise
Minnesota
$12.5M +$2.05M +129,394 +15%
AIG
3
American International Group
New York
$5.25M +$6.41M +403,857 +13,028%
SSA
4
Schonfeld Strategic Advisors
New York
$5.16M +$1.38M +86,995 +28%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.73M +$1.6M +101,000 +38%
BlackRock
6
BlackRock
New York
$3.54M +$35.8K +2,257 +0.8%
PI
7
Putnam Investments
Massachusetts
$3.39M -$154K -9,700 -4%
RA
8
Royce & Associates
New York
$2.05M +$119K +7,500 +5%
Boston Partners
9
Boston Partners
Massachusetts
$2M -$27K -1,704 -1%
KCM
10
Kennedy Capital Management
Missouri
$1.8M +$2.22M +139,854 New
Federated Hermes
11
Federated Hermes
Pennsylvania
$1.39M -$243K -15,340 -12%
SEI Investments
12
SEI Investments
Pennsylvania
$1.21M +$348K +21,923 +31%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$980K -$1.16M -72,965 -49%
JP Morgan Chase
14
JP Morgan Chase
New York
$899K -$2.28M -143,807 -67%
State Street
15
State Street
Massachusetts
$837K -$18.4K -1,158 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$727K +$18.5K +1,167 +2%
TWMP
17
Taylor Wealth Management Partners
Massachusetts
$721K -$1.1M -69,292 -55%
ICM
18
Invenomic Capital Management
Massachusetts
$705K +$867K +54,634 New
Northern Trust
19
Northern Trust
Illinois
$544K -$15.1K -949 -2%
Vanguard Group
20
Vanguard Group
Pennsylvania
$361K +$6.46K +407 +1%
N
21
Nuveen
North Carolina
$322K -$32.5K -2,046 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$166K +$3.68K +232 +2%
Charles Schwab
23
Charles Schwab
California
$165K – – –
Wells Fargo
24
Wells Fargo
California
$82K -$399K -25,157 -80%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$60K +$75K +4,723 New
1
2

IBEX Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2021, worth a combined $64M — down 17% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBEX positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 11 trimmed.

The largest buyer was American International Group, adding an estimated $6.41M. The largest seller was Holocene Advisors, exiting entirely with an estimated $5.1M sold.

  • 40 institutional investors held IBEX (IBEX) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $64M of IBEX stock for Q4 2021, down 17% quarter-over-quarter.
  • 5 funds opened new IBEX positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest IBEX buyer in Q4 2021 was American International Group, an estimated $6.41M added.
  • The largest IBEX seller in Q4 2021 was Holocene Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2021.