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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 %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$14K 221 +72 +48%
Canada Pension Plan Investment Board
277
Canada Pension Plan Investment Board
Ontario, Canada
$13K 204 +204 New
PCG
278
Private Capital Group
Connecticut
$12K 193 +192 +19,200%
QCG
279
Quadrant Capital Group
Ohio
$11K 184 – –
BCA
280
Berman Capital Advisors
Georgia
$11K 185 +134 +263%
UOTTAIMCU
281
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9K 145 +145 New
Loomis, Sayles & Company
282
Loomis, Sayles & Company
Massachusetts
$9K 146 +146 New
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$5K 77 – –
HWM
284
HighMark Wealth Management
Minnesota
$3K 41 – –
SPIA
285
Steward Partners Investment Advisory
New York
$3K 53 – –
TJHA
286
Thomas J. Herzfeld Advisors
Florida
$3K 47 – –
HI
287
Harbour Investments
Wisconsin
$3K 48 – –
MAM
288
Meeder Asset Management
Ohio
$3K 56 – –
PFBT
289
Parkside Financial Bank & Trust
Missouri
$3K 42 +24 +133%
PP
290
Pacifica Partners
Canada
$2K 26 – –
EARNEST Partners
291
EARNEST Partners
Georgia
$2K 33 – –
S
292
SignatureFD
Georgia
$2K 31 +17 +121%
BBHC
293
Brown Brothers Harriman & Co
New York
$1.5K 24,089 – –
BWM
294
BerganKDV Wealth Management
Minnesota
$1K 13 – –
PA
295
Parallel Advisors
California
$1K 11 – –
LPWM
296
Lake Point Wealth Management
Texas
$1K 20 – –
AssetMark Inc
297
AssetMark Inc
California
$1K 11 – –
VCM
298
Versant Capital Management
Arizona
$1K 10 +5 +100%
HR
299
Howe & Rusling
New York
$1K 10 +10 New
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$1K 24 +11 +85%
10 11
12
13 14