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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 %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.92M 33,756 -5,028 -13%
SIA
152
SkyView Investment Advisors
New Jersey
$2.71M 31,345 -8,112 -21%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$2.66M 30,680 -57,863 -65%
NW
154
NewEdge Wealth
Pennsylvania
$2.66M 30,680 -8,551 -22%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.62M 30,300 +200 +0.7%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$2.61M 30,142 -40,296 -57%
EAM
157
EULAV Asset Management
Florida
$2.6M 30,021 -2,979 -9%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$2.6M 29,992 +283 +1%
AG
159
Algert Global
California
$2.55M 29,488 -640 -2%
MAM
160
Martingale Asset Management
Massachusetts
$2.55M 29,463 +9,700 +49%
ASRS
161
Arizona State Retirement System
Arizona
$2.54M 29,325 +395 +1%
US Bancorp
162
US Bancorp
Minnesota
$2.53M 29,279 +1,017 +4%
TWM
163
TriaGen Wealth Management
California
$2.53M 29,212 +19,745 +209%
Nordea Investment Management
164
Nordea Investment Management
Sweden
$2.45M 28,063 -2,332 -8%
ACM
165
Aquatic Capital Management
Illinois
$2.34M 27,000 +27,000 New
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$2.32M 26,785 +201 +0.8%
M&T Bank
167
M&T Bank
New York
$2.31M 26,698 -1,866 -7%
Prudential Financial
168
Prudential Financial
New Jersey
$2.31M 26,651 -262 -1%
ECP
169
Epacria Capital Partners
Colorado
$2.25M 26,019 – –
UBS Group
170
UBS Group
Switzerland
$2.23M 25,801 -40,751 -61%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.21M 25,579 +200 +0.8%
AWM
172
AE Wealth Management
Kansas
$2.17M 25,092 +898 +4%
AIP
173
Ameritas Investment Partners
Nebraska
$2.08M 23,991 -1,729 -7%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$2.05M 23,725 +836 +4%
CAM
175
Cozad Asset Management
Illinois
$2.04M 23,535 -8,920 -27%
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