We are live on ! Find out more

95 hedge funds and large institutions have $131M invested in IBEX in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

32% more funds holding

Funds holding: 7295 (+23)

25% more capital invested

Capital invested by funds: $105M → $131M (+$25.8M)

1.31% more ownership

Funds ownership: 37.81%39.12% (+1.3%)

10% less call options, than puts

Call options by funds: $18K | Put options by funds: $20K

Holders
95
Holders Change
+23
Holders Change %
+31.94%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
31
Reduced
22
Closed
5
Calls
$18K
Puts
$20K
Net Calls
-$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$22.3M -$3.79M -220,487 -16%
BlackRock
2
BlackRock
New York
$12.4M +$1.59M +92,246 +17%
RA
3
Royce & Associates
New York
$10.6M -$1.55M -90,413 -15%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.4M -$4.44M -258,621 -33%
Ameriprise
5
Ameriprise
Minnesota
$10.1M +$219K +12,770 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.99M +$865K +50,310 +25%
Franklin Resources
7
Franklin Resources
California
$4.79M -$320K -18,623 -7%
Boston Partners
8
Boston Partners
Massachusetts
$4.08M -$310K -18,025 -8%
State Street
9
State Street
Massachusetts
$3.62M +$36.2K +2,105 +1%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$3.12M +$2.69M +156,300 New
KCM
11
Kennedy Capital Management
Missouri
$2.63M -$2.61M -152,032 -54%
SEI Investments
12
SEI Investments
Pennsylvania
$2.41M -$398K -23,166 -16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.35M +$1.31K +76 +0.1%
Marshall Wace
14
Marshall Wace
United Kingdom
$2.04M +$1.76M +102,161 New
Goldman Sachs
15
Goldman Sachs
New York
$1.97M +$1.23M +71,758 +269%
Morgan Stanley
16
Morgan Stanley
New York
$1.91M +$590K +34,351 +56%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.7M +$248K +14,411 +20%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.66M +$449K +26,133 +46%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.47M +$113K +6,600 +10%
Charles Schwab
20
Charles Schwab
California
$1.45M
Citadel Advisors
21
Citadel Advisors
Florida
$1.28M +$1.1M +63,934 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.22M +$434K +25,253 +70%
Vanguard Group
23
Vanguard Group
Pennsylvania
$1.19M +$32.6K +1,894 +3%
Victory Capital Management
24
Victory Capital Management
Texas
$1.17M +$59.3K +3,450 +6%
TI
25
Trexquant Investment
Connecticut
$1.13M +$738K +42,964 +311%

IBEX Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q3 2024, worth a combined $131M — up 25% from $105M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBEX positions and 5 closed out — a net gain of 23 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.69M. The largest seller was Wellington Management Group, cutting an estimated $4.44M.

  • 95 institutional investors held IBEX (IBEX) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $131M of IBEX stock for Q3 2024, up 25% quarter-over-quarter.
  • 28 funds opened new IBEX positions in Q3 2024 and 5 closed out, a net change of +23 holders.
  • The largest IBEX buyer in Q3 2024 was Hillsdale Investment Management, an estimated $2.69M added.
  • The largest IBEX seller in Q3 2024 was Wellington Management Group, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2024.