IBKR icon

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 %
SO
51
STRS Ohio
Ohio
$24.6M 283,815 +164,680 +138%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$24.3M 280,808 +17,969 +7%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$23.6M 272,475 +1,711 +0.6%
Legal & General Group
54
Legal & General Group
United Kingdom
$23.2M 267,854 +8,028 +3%
Federated Hermes
55
Federated Hermes
Pennsylvania
$22.8M 263,731 -2,666 -1%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$22.3M 257,681 +4,394 +2%
SFM
57
Soros Fund Management
New York
$21.9M 253,131 – –
HWCM
58
Hudson Way Capital Management
Texas
$21.6M 249,623 +83,972 +51%
Allianz Asset Management
59
Allianz Asset Management
Germany
$20.5M 236,605 +22,972 +11%
CF
60
Cantor Fitzgerald
New York
$20M 230,695 -13 -0%
ONPI
61
Owls Nest Partners IA
Pennsylvania
$19.9M 230,278 -21,469 -9%
Swiss National Bank
62
Swiss National Bank
Switzerland
$19.6M 226,400 +2,100 +0.9%
Barclays
63
Barclays
United Kingdom
$18.4M 212,880 +56,932 +37%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$18.3M 210,841 +132,822 +170%
PCH
65
Polar Capital Holdings
United Kingdom
$18M 208,242 +208,242 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$18M 208,034 +17,604 +9%
Man Group
67
Man Group
United Kingdom
– – -248,846 Closed
HSBC Holdings
68
HSBC Holdings
United Kingdom
$17.5M 202,093 +2,093 +1%
IFLIT
69
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$17.3M 200,000 – –
Stifel Financial
70
Stifel Financial
Missouri
$16.7M 192,940 -46,477 -19%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$15.9M 183,459 -703 -0.4%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$15.7M 181,437 +326 +0.2%
SPC
73
Stony Point Capital
New York
$14.9M 172,457 -9,736 -5%
Victory Capital Management
74
Victory Capital Management
Texas
$14.9M 172,038 +72,574 +73%
BCM
75
Brooktree Capital Management
Michigan
$14.7M 169,864 -1,799 -1%
1 2
3
4 5