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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 %
HA
151
Heartland Advisors
Wisconsin
$3.03M 36,565 -100,411 -73%
DTL
152
Dynamic Technology Lab
Singapore
$2.97M 35,829 +13,249 +59%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$2.94M 35,412 -26,133 -42%
VanEck Associates
154
VanEck Associates
New York
$2.87M 34,629 +20,719 +149%
Osaic Holdings
155
Osaic Holdings
Arizona
$2.79M 33,611 -33,361 -50%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$2.78M 33,470 -1,700 -5%
IMC Chicago
157
IMC Chicago
Illinois
$2.75M 33,174 +33,174 New
GAM
158
Gotham Asset Management
New York
$2.7M 32,571 -3,592 -10%
CP
159
Cumberland Partners
Ontario, Canada
$2.69M 32,500 +12,500 +63%
NW
160
NewEdge Wealth
Pennsylvania
$2.64M 31,808 +1,128 +4%
VAS
161
Vestmark Advisory Solutions
Massachusetts
$2.63M 31,672 +992 +3%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$2.62M 31,625 +19,559 +162%
AWM
163
AE Wealth Management
Kansas
$2.52M 27,522 +2,430 +10%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$2.5M 30,192 +200 +0.7%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$2.5M 30,100 -200 -0.7%
EAM
166
EULAV Asset Management
Florida
$2.49M 30,000 -21 -0.1%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46M 29,706 -4,050 -12%
EGM
168
Engineers Gate Manager
New York
$2.46M 29,654 +16,330 +123%
WPW
169
Warther Private Wealth
Ohio
$2.43M 29,330 +29,330 New
US Bancorp
170
US Bancorp
Minnesota
$2.38M 28,760 -519 -2%
ASRS
171
Arizona State Retirement System
Arizona
$2.36M 28,409 -916 -3%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$2.22M 26,734 -51 -0.2%
ECP
173
Epacria Capital Partners
Colorado
$2.16M 26,019 – –
M&T Bank
174
M&T Bank
New York
$2.13M 25,731 -967 -4%
SIA
175
SkyView Investment Advisors
New Jersey
$2.13M 25,692 -5,653 -18%
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