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Interactive Brokers
IBKR

Overview Fund Activity

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$677M
2
CFM
2
Coronation Fund Managers
South Africa
$77.3M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$203M
4
CM
4
Cercano Management
Washington
$29.2M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$29.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.26M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
SC
4
Samlyn Capital
New York
$43.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$58.7M 707,005 -137,832 -16%
AP
27
Antipodes Partners
Australia
$52.1M 627,744 -35,981 -5%
AA
28
Ancient Art
Texas
$48M 578,378 – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$47.3M 568,960 +142,875 +34%
Principal Financial Group
30
Principal Financial Group
Iowa
$46M 554,028 -23,239 -4%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$44.4M 534,740 +31,862 +6%
SC
32
Samlyn Capital
New York
$43.9M 528,930 -329,929 -38%
JCM
33
Junto Capital Management
New York
$42.8M 515,667 +79,386 +18%
Empower Advisory Group
34
Empower Advisory Group
Colorado
$42.6M 512,275 +8,774 +2%
RJA
35
Raymond James & Associates
Florida
$40.2M 483,394 +5,265 +1%
BA
36
Bridgewater Associates
Connecticut
$39.3M 472,810 -271,612 -36%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$36.9M 444,087 -163,503 -27%
BAMCO Inc
38
BAMCO Inc
New York
$34.6M 416,717 +209,717 +101%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$32.8M 394,586 +18,002 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$32.4M 389,588 +90,375 +30%
PCM
41
Prana Capital Management
Connecticut
$32.3M 388,351 +166,049 +75%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$30.7M 369,583 +103,073 +39%
PAMS
43
Pictet Asset Management (Switzerland)
Switzerland
$29.4M 353,473 +341,632 +2,885%
CM
44
Cercano Management
Washington
$29.2M 351,758 +351,758 New
OCP
45
Oakcliff Capital Partners
New York
$28.2M 339,647 – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$25.1M 302,536 +12,484 +4%
RC
47
RV Capital
Switzerland
$24M 288,747 +85,000 +42%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$22.5M 270,764 -12,783 -5%
Federated Hermes
49
Federated Hermes
Pennsylvania
$22.1M 266,397 +36,074 +16%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$21.8M 262,839 -68,796 -21%
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