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Interactive Brokers
IBKR

Overview Fund Activity

307 hedge funds and large institutions have $5.12B invested in Interactive Brokers in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 75 reducing their positions, and 49 closing their positions.

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
5.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
135
Reduced
75
Closed
49
Calls
$55.3M
Puts
$61M
Net Calls
-$5.76M
Net Calls Change
+$55.9M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$361M
2
MWA
2
Marshall Wace Asia
Hong Kong
$101M
3
GWM
3
Greenwich Wealth Management
Connecticut
$508M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$57.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$486M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$32.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$54.8M
3
Millennium Management
3
Millennium Management
New York
$38M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
N
5
Natixis
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$62K 1,000 – –
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$52K 852 +813 +2,085%
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$49.9K 801 +801 New
ED
254
Exane Derivatives
France
$49.6K 796 – –
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$47K 755 +115 +18%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$42K 669 +669 New
VI
257
Vestcor Inc
New Brunswick, Canada
$38K 609 – –
FCA
258
FinTrust Capital Advisors
South Carolina
$37K 600 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
259
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32K 513 -6,370 -93%
WT
260
Washington Trust
Rhode Island
$31K 500 – –
MHR
261
Matthew Hamilton Rosenberg
$30K 484 +484 New
PCM
262
Penserra Capital Management
California
$29K 480 +480 New
CI Investments Inc
263
CI Investments Inc
Ontario, Canada
$26K 424 +39 +10%
EWA
264
Evolution Wealth Advisors
Florida
$25K 400 – –
JFA
265
JNBA Financial Advisors
Minnesota
$23K 363 +363 New
Bessemer Group
266
Bessemer Group
New Jersey
$22K 359 +359 New
LWM
267
Liberty Wealth Management
California
$21K 305 +285 +1,425%
FHA
268
First Horizon Advisors
Tennessee
$19K 316 – –
BEI
269
Benjamin Edwards Inc
Missouri
$19K 309 – –
BU
270
BBVA USA
Alabama
$19K 300 – –
GWM
271
Geneos Wealth Management
Colorado
$19K 300 – –
GAM
272
Gemmer Asset Management
California
$19K 310 – –
ATC
273
Adirondack Trust Company
New York
$18K 250 – –
GPA
274
Guidance Point Advisors
Massachusetts
$18K 298 +298 New
First Manhattan
275
First Manhattan
New York
$15K 250 – –
9 10
11
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