IBKR icon

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 %
Northern Trust
26
Northern Trust
Illinois
$63.4M 765,247 +31,552 +4%
BAMCO Inc
27
BAMCO Inc
New York
$61.1M 737,534 +181,716 +33%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$60.5M 730,143 -19,500 -3%
Holocene Advisors
29
Holocene Advisors
New York
$58.2M 702,100 +350,257 +100%
Bank of America
30
Bank of America
North Carolina
$57.5M 693,374 -1,277,042 -65%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$56M 675,002 -31,361 -4%
CI
32
Cooper Investors
Australia
$49M 590,526 +5,182 +0.9%
Pictet Asset Management
33
Pictet Asset Management
Switzerland
$48.7M 587,627 +257,551 +78%
Invesco
34
Invesco
Georgia
$46.3M 559,048 -8,235 -1%
AA
35
Ancient Art
Texas
$45.6M 550,174 – –
Empower Advisory Group
36
Empower Advisory Group
Colorado
$43.7M 526,807 +7,948 +2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$42.4M 511,082 +146,191 +40%
Principal Financial Group
38
Principal Financial Group
Iowa
$39.9M 481,049 -93,470 -16%
Citadel Advisors
39
Citadel Advisors
Florida
$36.3M 437,320 +423,215 +3,000%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$33.5M 404,631 +404,631 New
RJA
41
Raymond James & Associates
Florida
$32.3M 390,183 +12,231 +3%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$32.3M 389,204 -5,249 -1%
AP
43
Antipodes Partners
Australia
$29.6M 356,989 -107,125 -23%
CM
44
Cercano Management
Washington
$29.2M 351,758 – –
Millennium Management
45
Millennium Management
New York
$28.2M 340,596 -82,918 -20%
OCP
46
Oakcliff Capital Partners
New York
$28.2M 339,647 – –
RC
47
RV Capital
Switzerland
$25.7M 309,947 +21,200 +7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$25.1M 302,742 -6,989 -2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$23.7M 285,838 +5,030 +2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$22.9M 276,180 +3,705 +1%
1
2
3 4 5