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IBEX
IBEX

83 hedge funds and large institutions have $150M invested in IBEX in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 12

32% more funds holding

Funds holding: 63 → 83 (+20)

14% more capital invested

Capital invested by funds: $132M → $150M (+$18.6M)

4.52% more ownership

Funds ownership: 29.33% → 33.85% (+4.5%)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.81M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$4.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.15M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.49M
5
SM
Scoggin Management
New York
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$14.3M
2
Ameriprise
Ameriprise
Minnesota
-$9.96M
3
RA
Royce & Associates
New York
-$1.54M
4
PI
Putnam Investments
Massachusetts
-$835K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$22.4M +$656K +24,508 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.5M -$551K -20,600 -4%
BlackRock
3
BlackRock
New York
$11M +$1.56M +58,401 +15%
AIG
4
American International Group
New York
$9.96M +$2.3K +86 +0%
Ameriprise
5
Ameriprise
Minnesota
$7.13M -$9.96M -372,460 -56%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$6.24M +$4.81M +179,710 +236%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$5.26M +$2.68M +100,358 +87%
PI
8
Putnam Investments
Massachusetts
$4.62M -$835K -31,204 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.6M +$3.49M +130,609 +226%
Boston Partners
10
Boston Partners
Massachusetts
$4.39M +$1.11M +41,346 +30%
HIM
11
Hillsdale Investment Management
Ontario, Canada
$4.01M +$4.28M +160,084 +3,812%
Citadel Advisors
12
Citadel Advisors
Florida
$3.78M +$4.15M +155,114 New
RA
13
Royce & Associates
New York
$3.63M -$1.54M -57,546 -28%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.46M +$2.28M +85,241 +150%
Goldman Sachs
15
Goldman Sachs
New York
$3.15M +$2.68M +100,277 +347%
State Street
16
State Street
Massachusetts
$3.06M +$1.06M +39,757 +46%
SEI Investments
17
SEI Investments
Pennsylvania
$2.51M +$369K +13,782 +15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.23M +$138K +5,165 +6%
EI
19
EAM Investors
California
$2.13M +$415K +15,509 +22%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.83M +$1.14M +42,662 +132%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.82M +$1.99M +74,575 New
SGA
22
Strategic Global Advisors
California
$1.75M +$1.92M +71,790 New
SM
23
Scoggin Management
New York
$1.6M +$2.72M +101,591 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$1.56M +$939K +35,086 +121%
Morgan Stanley
25
Morgan Stanley
New York
$1.55M +$1M +37,406 +143%
1
2 3 4

IBEX Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2023, worth a combined $150M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBEX positions and 4 closed out — a net gain of 21 holders — while 40 added to existing stakes and 12 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $4.81M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $14.3M sold.

  • 83 institutional investors held IBEX (IBEX) as of Q1 2023, up from 63 in Q4 2022.
  • Funds reported $150M of IBEX stock for Q1 2023, up 14% quarter-over-quarter.
  • 25 funds opened new IBEX positions in Q1 2023 and 4 closed out, a net change of +21 holders.
  • The largest IBEX buyer in Q1 2023 was Acadian Asset Management, an estimated $4.81M added.
  • The largest IBEX seller in Q1 2023 was Schonfeld Strategic Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2023.