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45 hedge funds and large institutions have $91.5M invested in IBEX in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $81.7M → $91.5M (+$9.88M)

0.49% more ownership

Funds ownership: 26.31%26.79% (+0.49%)

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$18.2M -$600K -34,228 -3%
Ameriprise
2
Ameriprise
Minnesota
$16.6M -$1.72M -97,956 -10%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$10.7M +$2.99M +170,800 +42%
SSA
4
Schonfeld Strategic Advisors
New York
$10.3M +$987K +56,337 +11%
AIG
5
American International Group
New York
$7.55M +$666 +38 +0%
BlackRock
6
BlackRock
New York
$4.86M -$151K -8,646 -3%
PI
7
Putnam Investments
Massachusetts
$4.58M -$8.78K -501 -0.2%
RA
8
Royce & Associates
New York
$3.88M -$3.5K -200 -0.1%
Boston Partners
9
Boston Partners
Massachusetts
$2.72M -$49.3K -2,816 -2%
SEI Investments
10
SEI Investments
Pennsylvania
$2.04M -$56.7K -3,239 -3%
State Street
11
State Street
Massachusetts
$1.47M +$25.1K +1,432 +2%
EI
12
EAM Investors
California
$1.33M +$1.25M +71,559 New
KCM
13
Kennedy Capital Management
Missouri
$1.2M -$1.45M -82,650 -56%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.07M +$27.4K +1,566 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.04M -$32.9K -1,879 -3%
Northern Trust
16
Northern Trust
Illinois
$678K -$13K -741 -2%
ACA
17
Anchor Capital Advisors
Massachusetts
$491K +$20.5K +1,170 +5%
Vanguard Group
18
Vanguard Group
Pennsylvania
$485K +$2.73K +156 +0.6%
N
19
Nuveen
North Carolina
$302K -$39.5K -2,254 -12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$273K +$74.6K +4,256 +41%
ACM
21
Argent Capital Management
Missouri
$257K -$13.6K -775 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$254K +$23.7K +1,351 +11%
Charles Schwab
23
Charles Schwab
California
$238K
GC
24
Globeflex Capital
California
$216K
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$212K +$200K +11,433 New

IBEX Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2022, worth a combined $91.5M — up 12% from $81.7M a quarter earlier.

Fund positioning in IBEX was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.99M. The largest seller was Ameriprise, cutting an estimated $1.72M.

  • 45 institutional investors held IBEX (IBEX) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $91.5M of IBEX stock for Q3 2022, up 12% quarter-over-quarter.
  • 3 funds opened new IBEX positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest IBEX buyer in Q3 2022 was Wellington Management Group, an estimated $2.99M added.
  • The largest IBEX seller in Q3 2022 was Ameriprise, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2022.