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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 %
Northern Trust
26
Northern Trust
Illinois
$63.5M 733,695 +5,163 +0.7%
Charles Schwab
27
Charles Schwab
California
$62.7M 723,962 -223,585 -24%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$61.1M 706,363 -642 -0.1%
Principal Financial Group
29
Principal Financial Group
Iowa
$49.7M 574,519 +20,491 +4%
Invesco
30
Invesco
Georgia
$49.1M 567,283 +397,729 +235%
CI
31
Cooper Investors
Australia
$48.6M 585,344 +585,344 New
BAMCO Inc
32
BAMCO Inc
New York
$48.1M 555,818 +139,101 +33%
AA
33
Ancient Art
Texas
$47.6M 550,174 -28,204 -5%
SC
34
Samlyn Capital
New York
$46.2M 533,629 +4,699 +0.9%
Empower Advisory Group
35
Empower Advisory Group
Colorado
$44.9M 518,859 +6,584 +1%
JCM
36
Junto Capital Management
New York
$44.2M 510,519 -5,148 -1%
AP
37
Antipodes Partners
Australia
$40.8M 464,114 -163,630 -26%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$38.9M 449,516 -85,224 -16%
Goldman Sachs
39
Goldman Sachs
New York
$36.9M 426,708 +176,097 +70%
Millennium Management
40
Millennium Management
New York
$36.7M 423,514 +401,905 +1,860%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$34.1M 394,453 -133 -0%
RJA
42
Raymond James & Associates
Florida
$32.7M 377,952 -105,442 -22%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$31.6M 364,891 -24,697 -6%
Holocene Advisors
44
Holocene Advisors
New York
$30.5M 351,843 +351,843 New
CM
45
Cercano Management
Washington
$30.4M 351,758 – –
OCP
46
Oakcliff Capital Partners
New York
$29.4M 339,647 – –
Pictet Asset Management
47
Pictet Asset Management
Switzerland
$28.6M 330,076 +330,076 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$26.8M 309,731 +7,195 +2%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$25.3M 292,533 -77,050 -21%
RC
50
RV Capital
Switzerland
$25M 288,747 – –
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