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Interactive Brokers
IBKR

Overview Fund Activity

243 hedge funds and large institutions have $3.63B invested in Interactive Brokers in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 30 closing their positions.

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
96
Reduced
74
Closed
30
Calls
$20.9M
Puts
$27M
Net Calls
-$6.07M
Net Calls Change
+$3.31M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$45.6M
2
CRCM
2
Cat Rock Capital Management
Connecticut
$55.3M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$13.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11.5M
5
BTP
5
Bloom Tree Partners
New York
$48.8M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.48M
2
Invesco
2
Invesco
Georgia
$6.21M
3
Select Equity Group
3
Select Equity Group
New York
$103M
4
WCM
4
Woodson Capital Management
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
176
Brown Advisory
Maryland
$349K 6,495 – –
CGH
177
Crossmark Global Holdings
Texas
$346K 6,430 -480 -7%
BS
178
Banco Santander
Spain
$337K 6,281 +1,908 +44%
First Manhattan
179
First Manhattan
New York
$336K 6,250 – –
HKAM
180
Horizon Kinetics Asset Management
New York
$325K 6,049 +6,049 New
PA
181
Profund Advisors
Maryland
$324K 6,032 -1,279 -17%
PL
182
Perpetual Ltd
Australia
$322K 6,000 – –
SCM
183
Shelton Capital Management
Colorado
$283K 5,254 – –
BFM
184
Boothbay Fund Management
New York
$280K 5,200 +1,123 +28%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$269K 5,014 -690 -12%
QIM
186
Quantitative Investment Management
Virginia
$267K 4,966 +4,966 New
SMFS
187
Squar Milner Financial Services
California
$250K 5,181 +5,097 +6,068%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$243K 4,521 +347 +8%
OI
189
Oakbrook Investments
Illinois
$231K 4,300 +100 +2%
CC
190
Caxton Corporation
New Jersey
$220K 4,098 +395 +11%
BCM
191
BlueCrest Capital Management
Jersey
$220K 4,085 +4,085 New
AG
192
Advisor Group
Arizona
$218K 4,049 -47 -1%
YMRC
193
Yorktown Management & Research Company
Virginia
$210K 3,900 – –
LIA
194
LS Investment Advisors
Michigan
$209K 3,879 +169 +5%
OC
195
Oppenheimer & Co
New York
$201K 3,900 -200 -5%
WAM
196
World Asset Management
Michigan
$201K 3,738 +41 +1%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$160K 2,955 -796 -21%
Boston Partners
198
Boston Partners
Massachusetts
$156K 2,900 +2,900 New
TRCT
199
Tower Research Capital (TRC)
New York
$153K 2,845 -7,607 -73%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$120K 2,235 +2,235 New
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8
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