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Interactive Brokers
IBKR

Overview Fund Activity

318 hedge funds and large institutions have $5.27B invested in Interactive Brokers in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 46 closing their positions.

Holders
318
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
45
Increased
134
Reduced
84
Closed
46
Calls
$44.9M
Puts
$107M
Net Calls
-$61.6M
Net Calls Change
-$5.87M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$283M
2
Millennium Management
2
Millennium Management
New York
$70.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$88.6M
4
MWA
4
Marshall Wace Asia
Hong Kong
$65.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$36.2M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
SC
2
Samlyn Capital
New York
$0
3
GWM
3
Greenwich Wealth Management
Connecticut
$494M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$294K
5
PI
5
Putnam Investments
Massachusetts
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
301
Brown Brothers Harriman & Co
New York
$1.58K 24,089 – –
MF
302
Magnetar Financial
Illinois
$1.46K 22,224 +22,224 New
AssetMark Inc
303
AssetMark Inc
California
$1K 11 -21,946 -100%
S
304
SignatureFD
Georgia
$1K 14 – –
BWM
305
BerganKDV Wealth Management
Minnesota
$1K 13 – –
PO
306
Private Ocean
California
$1K 14 – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$1K 18 – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$1K 13 +4 +44%
PA
309
Parallel Advisors
California
$1K 11 +5 +83%
ASN
310
Advisory Services Network
Georgia
$1K 10 +10 New
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$1K 39 +12 +44%
LWM
312
Liberty Wealth Management
California
$1K 20 +20 New
LPWM
313
Lake Point Wealth Management
Texas
$1K 20 +20 New
KJHP
314
K.J. Harrison & Partners
Ontario, Canada
$658 10,000 +10,000 New
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$26 400 – –
Baillie Gifford & Co
316
Baillie Gifford & Co
United Kingdom
– – -4,113,068 Closed
SC
317
Samlyn Capital
New York
– – -1,513,192 Closed
Axa
318
Axa
France
– – -192,900 Closed
MPA
319
Marvin & Palmer Associates
Delaware
– – -104,230 Closed
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
– – -52,561 Closed
Connor, Clark & Lunn Investment Management (CC&L)
321
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -43,755 Closed
AC
322
Athanor Capital
New York
– – -37,307 Closed
Nomura Holdings
323
Nomura Holdings
Japan
– – -34,300 Closed
EI
324
EAM Investors
California
– – -29,852 Closed
Mackenzie Financial
325
Mackenzie Financial
Ontario, Canada
– – -23,928 Closed
11 12
13
14 15