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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$94.8M 773,541 +91,923 +13%
Empower Advisory Group
27
Empower Advisory Group
Colorado
$83.1M 677,742 -1,511 -0.2%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$79.3M 646,535 +115,247 +22%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$69.5M 567,032 -42,949 -7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$69.4M 566,359 -37,121 -6%
AM
31
AGF Management
Ontario, Canada
$67M 546,471 +18,616 +4%
AA
32
Ancient Art
Texas
$64.4M 525,174 -25,000 -5%
Fidelity International
33
Fidelity International
Bermuda
$62.8M 511,988 -548,753 -52%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$58.6M 478,049 -4,301 -0.9%
Invesco
35
Invesco
Georgia
$57.7M 471,007 -10,269 -2%
Principal Financial Group
36
Principal Financial Group
Iowa
$56.4M 460,145 -99,756 -18%
RJA
37
Raymond James & Associates
Florida
$52.8M 430,795 +16,247 +4%
TCM
38
TimesSquare Capital Management
New York
$51M 416,265 -7,550 -2%
HWCM
39
Hudson Way Capital Management
Texas
$50.2M 409,082 +78,065 +24%
ABI
40
Abrams Bison Investments
Maryland
$50M 408,000 -405,000 -50%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$47.1M 384,007 -86,346 -18%
CFM
42
Coronation Fund Managers
South Africa
$46.7M 380,690 -556,503 -59%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$44.7M 364,635 +72,961 +25%
Citigroup
44
Citigroup
New York
$44.2M 360,236 -15,646 -4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$40.5M 329,977 -19,185 -5%
Legal & General Group
46
Legal & General Group
United Kingdom
$38.9M 317,042 +53,173 +20%
RC
47
RV Capital
Switzerland
$38M 309,947 – –
MAMU
48
Marathon Asset Management (UK)
United Kingdom
$37.4M 304,977 +304,977 New
OCP
49
Oakcliff Capital Partners
New York
$37.1M 302,647 – –
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$37M 301,688 +27,621 +10%
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