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Interactive Brokers
IBKR

Overview Fund Activity

454 hedge funds and large institutions have $7.79B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
+20
Holders Change %
+4.61%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.21%
New
79
Increased
154
Reduced
159
Closed
55
Calls
$78.6M
Puts
$87.7M
Net Calls
-$9.06M
Net Calls Change
-$48.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$115M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$262M
4
Goldman Sachs
4
Goldman Sachs
New York
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20.1M
2
Bank of America
2
Bank of America
North Carolina
$57.5M
3
SC
3
Samlyn Capital
New York
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Fidelity International
5
Fidelity International
Bermuda
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
301
Blueshift Asset Management
New Jersey
$428K 5,164 +5,164 New
IIM
302
INTECH Investment Management
Florida
$427K 5,155 +5,155 New
II
303
Ibex Investors
Colorado
$411K 4,961 -39 -0.8%
DC
304
Davenport & Co
Virginia
$411K 4,960 +2,123 +75%
Mariner
305
Mariner
Kansas
$400K 4,831 +86 +2%
SCM
306
Shelton Capital Management
Colorado
$399K 4,816 -154 -3%
Brown Advisory
307
Brown Advisory
Maryland
$395K 4,768 +1 +0%
AC
308
Avestar Capital
New York
$391K 4,720 +4,720 New
HCA
309
Hyperion Capital Advisors
New York
$391K 4,713 +1,300 +38%
BRWA
310
B. Riley Wealth Advisors
Florida
$370K 4,461 -1,151 -21%
QC
311
Quadrature Capital
United Kingdom
$367K 4,432 +4,432 New
CTC
312
Central Trust Company
Missouri
$360K 4,344 +249 +6%
QCM
313
QRG Capital Management
Illinois
$348K 4,203 +269 +7%
NA
314
Navellier & Associates
Nevada
$347K 4,185 +94 +2%
SC
315
Scotia Capital
Ontario, Canada
$340K 4,101 +66 +2%
RWPA
316
Richard W. Paul & Associates
Michigan
$334K 4,033 -126 -3%
NS
317
NBC Securities
Alabama
$330K 3,984 -65 -2%
HWMA
318
Heritage Wealth Management (Arizona)
Arizona
$321K 3,873 +3,873 New
CCA
319
Cottonwood Capital Advisors
Utah
$296K 3,575 +953 +36%
ASN
320
Advisory Services Network
Georgia
$284K 3,421 -238 -7%
FHB
321
First Hawaiian Bank
Hawaii
$283K 3,414 -110 -3%
AA
322
ALPS Advisors
Colorado
$280K 3,382 -191 -5%
PA
323
Profund Advisors
Maryland
$271K 3,264 +375 +13%
EWA
324
EverSource Wealth Advisors
Alabama
$266K 3,208 -118 -4%
SRL
325
Scientech Research LLC
New Jersey
$266K 3,204 +3,204 New
11 12
13
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