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83 hedge funds and large institutions have $226M invested in IBEX in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more capital invested

Capital invested by funds: $101M → $226M (+$125M)

32.91% more ownership

Funds ownership: 35.56%68.47% (+33%)

0% more funds holding

Funds holding: 8383 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

44% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 39

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
22
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RGI
1
Resource Group International
Bermuda
$104M +$95M +5,468,915 New
American Century Companies
2
American Century Companies
Missouri
$23.8M +$232K +13,335 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.2M -$400K -23,000 -3%
BlackRock
4
BlackRock
New York
$11.3M -$171K -9,865 -2%
RA
5
Royce & Associates
New York
$10M +$2.51M +144,156 +38%
Ameriprise
6
Ameriprise
Minnesota
$6.65M +$68.8K +3,959 +1%
Boston Partners
7
Boston Partners
Massachusetts
$4.65M -$377K -21,689 -8%
AQR Capital Management
8
AQR Capital Management
Connecticut
$4.41M -$1.94M -111,615 -32%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.67M +$226K +13,006 +7%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$3.5M -$5.21K -300 -0.2%
State Street
11
State Street
Massachusetts
$3.43M +$715K +41,141 +30%
PI
12
Putnam Investments
Massachusetts
$3.33M -$69.5K -4,001 -2%
Morgan Stanley
13
Morgan Stanley
New York
$2.75M +$1.26M +72,361 +100%
SEI Investments
14
SEI Investments
Pennsylvania
$2.6M -$65K -3,738 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.1M -$238K -13,678 -11%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$1.44M -$463K -26,624 -26%
Goldman Sachs
17
Goldman Sachs
New York
$1.35M -$490K -28,217 -28%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.26M -$228K -13,116 -17%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.24M +$282K +16,200 +33%
KCM
20
Kennedy Capital Management
Missouri
$1.22M -$921 -53 -0.1%
Vanguard Group
21
Vanguard Group
Pennsylvania
$1.21M -$209K -12,022 -16%
Charles Schwab
22
Charles Schwab
California
$1.2M -$59.8K -3,440 -5%
Northern Trust
23
Northern Trust
Illinois
$1.14M -$224K -12,882 -18%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.13M -$766K -44,100 -43%
SGA
25
Strategic Global Advisors
California
$1.07M -$85.8K -4,936 -8%

IBEX Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q4 2023, worth a combined $226M — up 124% from $101M a quarter earlier.

Fund positioning in IBEX was balanced in Q4 2023: 15 funds opened new positions, 15 closed out, 22 added to existing stakes and 39 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.51M. The largest seller was AQR Capital Management, cutting an estimated $1.94M.

  • 83 institutional investors held IBEX (IBEX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $226M of IBEX stock for Q4 2023, up 124% quarter-over-quarter.
  • 15 funds opened new IBEX positions in Q4 2023 and 15 closed out, a net change of 0 holders.
  • The largest IBEX buyer in Q4 2023 was Royce & Associates, an estimated $2.51M added.
  • The largest IBEX seller in Q4 2023 was AQR Capital Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2023.