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IBEX
IBEX

63 hedge funds and large institutions have $132M invested in IBEX in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

44% more capital invested

Capital invested by funds: $91.5M → $132M (+$40.1M)

40% more funds holding

Funds holding: 45 → 63 (+18)

2.54% more ownership

Funds ownership: 26.79% → 29.33% (+2.5%)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
26
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.98M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.72M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$948K
5
UBS Group
UBS Group
Switzerland
+$914K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.13M
2
American Century Companies
American Century Companies
Missouri
-$1.9M
3
PI
Putnam Investments
Massachusetts
-$584K
4
SEI Investments
SEI Investments
Pennsylvania
-$470K
5
ACM
Argent Capital Management
Missouri
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$22.2M -$1.9M -84,443 -9%
Ameriprise
2
Ameriprise
Minnesota
$16.5M -$5.13M -227,585 -26%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.3M – – –
SSA
4
Schonfeld Strategic Advisors
New York
$14.3M +$421K +18,663 +3%
AIG
5
American International Group
New York
$10.1M +$34.9K +1,549 +0.4%
BlackRock
6
BlackRock
New York
$9.79M +$2.98M +132,221 +51%
PI
7
Putnam Investments
Massachusetts
$5.48M -$584K -25,902 -11%
RA
8
Royce & Associates
New York
$5.13M -$50.3K -2,230 -1%
Boston Partners
9
Boston Partners
Massachusetts
$3.44M -$187K -8,284 -6%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$2.86M +$2.6M +115,155 New
SEI Investments
11
SEI Investments
Pennsylvania
$2.21M -$470K -20,848 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.15M +$654K +28,987 +50%
State Street
13
State Street
Massachusetts
$2.13M +$146K +6,481 +8%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.89M +$1.72M +76,248 New
EI
15
EAM Investors
California
$1.78M +$699 +31 +0%
KCM
16
Kennedy Capital Management
Missouri
$1.6M -$1.31K -58 -0.1%
Northern Trust
17
Northern Trust
Illinois
$1.44M +$485K +21,501 +59%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.44M +$45.6K +2,023 +4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$1.08M +$393K +17,444 +67%
GC
20
Globeflex Capital
California
$1.02M +$667K +29,594 +254%
UBS Group
21
UBS Group
Switzerland
$1.01M +$914K +40,521 New
Millennium Management
22
Millennium Management
New York
$867K +$787K +34,888 New
Two Sigma Investments
23
Two Sigma Investments
New York
$805K +$731K +32,393 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$719K +$395K +17,510 +153%
Goldman Sachs
25
Goldman Sachs
New York
$718K +$652K +28,890 New
1
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IBEX Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2022, worth a combined $132M — up 44% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBEX positions and 3 closed out — a net gain of 18 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $2.98M. The largest seller was Ameriprise, cutting an estimated $5.13M.

  • 63 institutional investors held IBEX (IBEX) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $132M of IBEX stock for Q4 2022, up 44% quarter-over-quarter.
  • 21 funds opened new IBEX positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest IBEX buyer in Q4 2022 was BlackRock, an estimated $2.98M added.
  • The largest IBEX seller in Q4 2022 was Ameriprise, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2022.