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Interactive Brokers
IBKR

Overview Fund Activity

434 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 52 closing their positions.

Holders
434
Holders Change
+11
Holders Change %
+2.6%
% of All Funds
6.92%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
151
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
Fidelity International
2
Fidelity International
Bermuda
$141M
3
CI
3
Cooper Investors
Australia
$48.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$68M
5
Millennium Management
5
Millennium Management
New York
$36.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$552M
2
Select Equity Group
2
Select Equity Group
New York
$151M
3
BA
3
Bridgewater Associates
Connecticut
$3.29M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
APC
226
Aspire Private Capital
North Carolina
$863K 9,975 +749 +8%
GT
227
Glenmede Trust
Pennsylvania
$862K 9,962 +9,962 New
AO
228
Advisor OS
Illinois
$862K 9,956 -2,794 -22%
HighTower Advisors
229
HighTower Advisors
Illinois
$852K 9,797 +2,092 +27%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$848K 9,799 +120 +1%
Credit Agricole
231
Credit Agricole
France
$842K 9,725 -4,791 -33%
FAM
232
Formidable Asset Management
Ohio
$821K 9,483 – –
QCM
233
Qsemble Capital Management
New York
$814K 9,400 +9,400 New
HWAM
234
Hennion & Walsh Asset Management
New Jersey
$796K 9,197 +700 +8%
GEM
235
Global Endowment Management
North Carolina
$795K 9,182 +9,182 New
SAM
236
Securian Asset Management
Minnesota
$784K 9,060 -115 -1%
Envestnet Portfolio Solutions
237
Envestnet Portfolio Solutions
Illinois
$779K 9,000 +9,000 New
SIA
238
Strategic Investment Advisors
Michigan
$779K 8,998 -160 -2%
VEA
239
Virtus ETF Advisers
New York
$775K 8,952 -496 -5%
Walleye Trading
240
Walleye Trading
New York
$775K 8,948 +8,948 New
BS
241
Banco Santander
Spain
$753K 8,697 +8,697 New
LAS
242
Lloyd Advisory Services
Georgia
$747K 8,635 +8,635 New
NG
243
Norden Group
Utah
$747K 8,635 +8,635 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$738K 8,528 +4,066 +91%
FFP
245
FourThought Financial Partners
Florida
$734K 8,476 -258 -3%
CGH
246
Crossmark Global Holdings
Texas
$703K 7,952 -126 -2%
PI
247
PEAK6 Investments
Illinois
$692K 7,994 +7,994 New
MML Investors Services
248
MML Investors Services
Massachusetts
$683K 7,889 +1,346 +21%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$683K 7,886 – –
SM
250
Sciencast Management
New Jersey
$681K 7,870 +7,870 New
8 9
10
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