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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 %
AG
126
Algert Global
California
$4.38M 52,778 +23,290 +79%
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$4.26M 51,344 -4,700 -8%
PCM
128
PenderFund Capital Management
British Columbia, Canada
$4.19M 38,138 +380 +1%
EA
129
Ellsworth Advisors
Ohio
$4.15M 50,031 +50,031 New
Wellington Management Group
130
Wellington Management Group
Massachusetts
$4.14M 49,968 +27,885 +126%
Citigroup
131
Citigroup
New York
$4.14M 49,966 +44,548 +822%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$4.14M 49,954 +5,427 +12%
YCM
133
Yousif Capital Management
Michigan
$4.13M 49,785 +152 +0.3%
HA
134
Harbor Advisors
Florida
$4.11M 49,558 – –
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$4.01M 48,395 +1,406 +3%
Two Sigma Investments
136
Two Sigma Investments
New York
$3.96M 47,800 +28,000 +141%
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$3.88M 46,813 -9,000 -16%
II
138
Inspire Investing
Idaho
$3.85M 46,398 +1,556 +3%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$3.83M 45,276 +28,903 +177%
WMSA
140
Weiss Multi-Strategy Advisers
New York
$3.69M 44,546 -72,899 -62%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$3.68M 44,433 -56,859 -56%
MAM
142
Martingale Asset Management
Massachusetts
$3.68M 44,364 +14,901 +51%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.62M 43,673 +2,239 +5%
Artisan Partners
144
Artisan Partners
Wisconsin
$3.45M 41,598 -8,862 -18%
AI
145
Atria Investments
North Carolina
$3.44M 41,536 +4,379 +12%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$3.37M 40,339 -5,199 -11%
Simplex Trading
147
Simplex Trading
Illinois
$3.32M 40,029 +40,029 New
NI
148
Noked Israel
Israel
$3.32M 40,000 +40,000 New
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$3.28M 39,608 -3,763 -9%
Verition Fund Management
150
Verition Fund Management
Connecticut
$3.08M 37,200 +37,200 New
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6
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