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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 %
PWMG
426
Prestige Wealth Management Group
New Jersey
$520 6 – –
HI
427
Horizon Investments
North Carolina
$519 6 +6 New
TWC
428
TD Waterhouse Canada
Ontario, Canada
$514 6 -4 -40%
AWM
429
Abound Wealth Management
Tennessee
$434 5 – –
HCP
430
Hexagon Capital Partners
Arkansas
$433 5 – –
SIC
431
SJS Investment Consulting
Ohio
$433 5 +1 +25%
FFA
432
Farther Finance Advisors
California
$260 3 – –
VAG
433
VisionPoint Advisory Group
Texas
$260 3 +3 New
GWS
434
Glassman Wealth Services
Virginia
$173 2 – –
Balyasny Asset Management
435
Balyasny Asset Management
Illinois
– – -444,087 Closed
CCM
436
Cinctive Capital Management
New York
– – -118,851 Closed
TC
437
Taika Capital
Florida
– – -101,530 Closed
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -46,435 Closed
PCM
439
Prelude Capital Management
New York
– – -46,073 Closed
E
440
Ergoteles
New York
– – -41,554 Closed
PFMOSF
441
Philadelphia Financial Management of San Francisco
California
– – -30,525 Closed
ACH
442
ArrowMark Colorado Holdings
Colorado
– – -27,200 Closed
PIWA
443
Prevail Innovative Wealth Advisors
Kansas
– – -26,506 Closed
VRS
444
Virginia Retirement Systems
Virginia
– – -22,100 Closed
IG
445
ING Group
Netherlands
– – -20,500 Closed
SEC
446
Seven Eight Capital
New York
– – -18,784 Closed
Voloridge Investment Management
447
Voloridge Investment Management
Florida
– – -14,020 Closed
PCM
448
Palouse Capital Management
Washington
– – -12,772 Closed
FA
449
FDx Advisors
Illinois
– – -11,256 Closed
LCM
450
Lynwood Capital Management
Ontario, Canada
– – -10,000 Closed
16 17
18
19 20