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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 %
GCP
451
GSA Capital Partners
United Kingdom
– – -5,649 Closed
Acadian Asset Management
452
Acadian Asset Management
Massachusetts
– – -5,206 Closed
HIM
453
Hillsdale Investment Management
Ontario, Canada
– – -4,530 Closed
CCIA
454
Campbell & Co Investment Adviser
Maryland
– – -4,169 Closed
JCIA
455
Jackson Creek Investment Advisors
Colorado
– – -4,044 Closed
CANY
456
Caxton Associates (New York)
New York
– – -3,325 Closed
V
457
Veritable
Delaware
– – -3,294 Closed
Verition Fund Management
458
Verition Fund Management
Connecticut
– – -2,989 Closed
TWM
459
Thrive Wealth Management
Pennsylvania
– – -2,791 Closed
CAAS
460
Capital Asset Advisory Services
Michigan
– – -2,611 Closed
AAM
461
Aureus Asset Management
Massachusetts
– – -2,600 Closed
MA
462
MJP Associates
Connecticut
– – -2,586 Closed
SPA
463
Sherbrooke Park Advisers
New York
– – -2,500 Closed
HFM
464
Harvest Fund Management
China
– – -1,096 Closed
CFO
465
CVA Family Office
Colorado
– – -989 Closed
PCM
466
Penserra Capital Management
California
– – -904 Closed
LTI
467
Laffer Tengler Investments
Tennessee
– – -694 Closed
AS
468
AM Squared
Hong Kong
– – -600 Closed
FCA
469
FinTrust Capital Advisors
South Carolina
– – -600 Closed
BCV
470
Banque Cantonale Vaudoise
Switzerland
– – -320 Closed
CG
471
Cutler Group
California
– – -246 Closed
CSS
472
Cubist Systematic Strategies
Connecticut
– – -201 Closed
SF
473
Safeguard Financial
Wisconsin
– – -152 Closed
OC
474
Oakworth Capital
Alabama
– – -113 Closed
FGAM
475
Financial Gravity Asset Management
Texas
– – -83 Closed
16 17 18
19
20