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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.86%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
159
Reduced
94
Closed
49
Calls
$29.8M
Puts
$24.8M
Net Calls
+$4.93M
Net Calls Change
-$16M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$325M
2
BlackRock
2
BlackRock
New York
$534M
3
ABI
3
Abrams Bison Investments
Maryland
$55.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$358M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$204M
3
AP
3
Antipodes Partners
Australia
$57.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$56.5M
5
ACL
5
Azora Capital LP
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
PVH
226
Psagot Value Holdings
Israel
$353K 5,530 +5,530 New
MML Investors Services
227
MML Investors Services
Massachusetts
$329K 5,148 -164 -3%
VRS
228
Virginia Retirement Systems
Virginia
$326K 5,100 +5,100 New
DA
229
Doliver Advisors
Texas
$322K 5,035 – –
URS
230
Utah Retirement Systems
Utah
$313K 4,900 +100 +2%
HSA
231
HBK Sorce Advisory
Pennsylvania
$306K 4,794 +1,036 +28%
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$302K 4,719 +576 +14%
SCM
233
Shelton Capital Management
Colorado
$299K 4,672 – –
S
234
swisspartners
Liechtenstein
$294K 4,600 – –
LGA
235
Lebenthal Global Advisors
New York
$291K 4,562 – –
UBS Group
236
UBS Group
Switzerland
$288K 4,509 -52,571 -92%
GC
237
Guggenheim Capital
Illinois
$288K 4,504 -16,059 -78%
GI
238
GAMCO Investors
Connecticut
$280K 4,387 -2,800 -39%
Brown Advisory
239
Brown Advisory
Maryland
$275K 4,305 +4,305 New
FHB
240
First Hawaiian Bank
Hawaii
$274K 4,283 +4,283 New
EP
241
Edgestream Partners
New Jersey
$261K 4,084 +4,084 New
PA
242
Profund Advisors
Maryland
$260K 4,063 +425 +12%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$252K 3,962 +2,409 +155%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$250K 3,914 – –
CCIA
245
Campbell & Co Investment Adviser
Maryland
$245K 3,830 +3,830 New
Mariner
246
Mariner
Kansas
$235K 3,684 +3,684 New
KAS
247
Kestra Advisory Services
Texas
$234K 3,664 +3,664 New
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$228K 3,575 +139 +4%
AWM
249
Axxcess Wealth Management
California
$226K 3,532 +3,532 New
Simplex Trading
250
Simplex Trading
Illinois
$223K 3,490 -6,296 -64%
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