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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 %
MWC
276
MBM Wealth Consultants
Missouri
$473K 5,557 +566 +11%
IAN
277
Integrated Advisors Network
Texas
$472K 5,448 -88 -2%
Citigroup
278
Citigroup
New York
$469K 5,418 -10,624 -66%
URS
279
Utah Retirement Systems
Utah
$467K 5,400 – –
LCM
280
Landscape Capital Management
New Jersey
$467K 5,400 +1,333 +33%
Corient Private Wealth
281
Corient Private Wealth
Florida
$465K 5,371 +5,371 New
GC
282
Guggenheim Capital
Illinois
$462K 5,342 +5,342 New
DZ Bank
283
DZ Bank
Germany
$460K 5,288 +5,288 New
SWS
284
SYSTM Wealth Solutions
Illinois
$442K 5,106 -158 -3%
II
285
Ibex Investors
Colorado
$433K 5,000 -3,500 -41%
RWM
286
Revisor Wealth Management
Ohio
$431K 4,981 +1,962 +65%
HIS
287
Harvest Investment Services
Illinois
$431K 4,979 +4,979 New
SCM
288
Shelton Capital Management
Colorado
$430K 4,970 -302 -6%
TRCT
289
Tower Research Capital (TRC)
New York
$418K 4,833 -9,774 -67%
YMRC
290
Yorktown Management & Research Company
Virginia
$415K 4,800 +4,800 New
Brown Advisory
291
Brown Advisory
Maryland
$413K 4,767 +1 +0%
Mariner
292
Mariner
Kansas
$411K 4,745 -245 -5%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$382K 4,410 +1,764 +67%
CC
294
Centiva Capital
New York
$381K 4,402 +4,402 New
RWPA
295
Richard W. Paul & Associates
Michigan
$360K 4,159 -165 -4%
WG
296
Winton Group
United Kingdom
$356K 4,109 +805 +24%
CTC
297
Central Trust Company
Missouri
$354K 4,095 +1,215 +42%
NA
298
Navellier & Associates
Nevada
$354K 4,091 +1,174 +40%
NS
299
NBC Securities
Alabama
$350K 4,049 +4,049 New
SC
300
Scotia Capital
Ontario, Canada
$349K 4,035 – –
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12
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