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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 %
EP
301
Edgestream Partners
New Jersey
$346K 4,001 +648 +19%
NA
302
NewEdge Advisors
Louisiana
$343K 3,961 +664 +20%
QCM
303
QRG Capital Management
Illinois
$341K 3,934 +3,934 New
API
304
Advisor Partners II
California
$335K 3,875 +106 +3%
IA
305
Inspire Advisors
Idaho
$324K 3,741 +9 +0.2%
SIM
306
Studio Investment Management
Illinois
$321K 3,703 -58 -2%
ASN
307
Advisory Services Network
Georgia
$317K 3,659 -19 -0.5%
AA
308
ALPS Advisors
Colorado
$309K 3,573 -382 -10%
FHB
309
First Hawaiian Bank
Hawaii
$305K 3,524 +3,524 New
AQR Capital Management
310
AQR Capital Management
Connecticut
$303K 3,495 +129 +4%
OC
311
Oppenheimer & Co
New York
$301K 3,479 +12 +0.3%
HCA
312
Hyperion Capital Advisors
New York
$295K 3,413 – –
PRWA
313
Platte River Wealth Advisors
Colorado
$293K 3,380 +3,380 New
EWA
314
EverSource Wealth Advisors
Alabama
$288K 3,326 -975 -23%
FRM
315
Fox Run Management
Connecticut
$280K 3,237 +3,237 New
AWM
316
Axxcess Wealth Management
California
$273K 3,149 -630 -17%
SFG
317
Synergy Financial Group
California
$271K 3,126 – –
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$257K 2,967 +2,967 New
GS
319
GTS Securities
New York
$256K 2,960 -701 -19%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$251K 2,905 – –
PA
321
Profund Advisors
Maryland
$250K 2,889 -285 -9%
DC
322
Davenport & Co
Virginia
$246K 2,837 -158 -5%
LFP
323
Leeward Financial Partners
Washington
$245K 2,834 – –
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$245K 2,825 +2,825 New
GI
325
GAMCO Investors
Connecticut
$238K 2,750 – –
11 12
13
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