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83 hedge funds and large institutions have $101M invested in IBEX in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.37% less ownership

Funds ownership: 35.94%35.56% (-0.37%)

8% less funds holding

Funds holding: 9083 (-7)

28% less capital invested

Capital invested by funds: $139M → $101M (-$38.7M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

80% less call options, than puts

Call options by funds: $2K | Put options by funds: $10K

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
30
Closed
18
Calls
$2K
Puts
$10K
Net Calls
-$8K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$19.1M +$4.01M +214,484 +21%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.1M +$1.92M +102,500 +17%
BlackRock
3
BlackRock
New York
$9.31M +$399K +21,332 +4%
RA
4
Royce & Associates
New York
$5.93M +$2.98M +159,543 +71%
Ameriprise
5
Ameriprise
Minnesota
$5.35M +$1.5M +79,970 +30%
AQR Capital Management
6
AQR Capital Management
Connecticut
$5.31M +$2.41M +128,850 +60%
Boston Partners
7
Boston Partners
Massachusetts
$4.11M +$460K +24,618 +10%
HIM
8
Hillsdale Investment Management
Ontario, Canada
$2.85M -$104K -5,579 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.79M -$337K -18,010 -9%
PI
10
Putnam Investments
Massachusetts
$2.77M -$731K -39,106 -18%
SEI Investments
11
SEI Investments
Pennsylvania
$2.17M +$483K +25,813 +22%
State Street
12
State Street
Massachusetts
$2.15M -$181K -9,672 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.92M +$146K +7,811 +7%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.6M +$847K +45,300 +78%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$1.58M +$278K +14,883 +17%
Goldman Sachs
16
Goldman Sachs
New York
$1.54M -$262K -14,001 -12%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.23M -$138K -7,375 -9%
Vanguard Group
18
Vanguard Group
Pennsylvania
$1.17M +$338K +18,090 +31%
Northern Trust
19
Northern Trust
Illinois
$1.13M -$4.09K -219 -0.3%
Morgan Stanley
20
Morgan Stanley
New York
$1.12M -$167K -8,950 -11%
Charles Schwab
21
Charles Schwab
California
$1.03M +$778K +41,632 +166%
CIC
22
Cornercap Investment Counsel
Georgia
$1.01M +$794K +42,451 +183%
KCM
23
Kennedy Capital Management
Missouri
$990K +$5.95K +318 +0.5%
SGA
24
Strategic Global Advisors
California
$945K -$218K -11,663 -16%
Renaissance Technologies
25
Renaissance Technologies
New York
$756K -$95.7K -5,116 -9%

IBEX Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2023, worth a combined $101M — down 28% from $139M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IBEX and 11 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was American Century Companies, adding an estimated $4.01M. The largest seller was American International Group, cutting an estimated $7.55M.

  • 83 institutional investors held IBEX (IBEX) as of Q3 2023, down from 90 in Q2 2023.
  • Funds reported $101M of IBEX stock for Q3 2023, down 28% quarter-over-quarter.
  • 11 funds opened new IBEX positions in Q3 2023 and 18 closed out, a net change of -7 holders.
  • The largest IBEX buyer in Q3 2023 was American Century Companies, an estimated $4.01M added.
  • The largest IBEX seller in Q3 2023 was American International Group, an estimated $7.55M sold.

Based on aggregated 13F filings for Q3 2023.