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Interactive Brokers
IBKR

Overview Fund Activity

252 hedge funds and large institutions have $2.91B invested in Interactive Brokers in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 31 closing their positions.

Holders
252
Holders Change
+20
Holders Change %
+8.62%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
54
Increased
89
Reduced
68
Closed
31
Calls
$10.5M
Puts
$32.7M
Net Calls
-$22.2M
Net Calls Change
-$12.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$294M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$61.4M
3
NAMA
3
Nikko Asset Management Americas
New York
$60.3M
4
Select Equity Group
4
Select Equity Group
New York
$97.8M
5
MWA
5
Marshall Wace Asia
Hong Kong
$16.9M

Top Sellers

1
EA
1
Echinus Advisors
New York
$0
2
KCM
2
Kingstown Capital Management
New York
$0
3
CRCM
3
Cat Rock Capital Management
Connecticut
$13.1M
4
BCM
4
Bares Capital Management
Texas
$239M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$396K 9,473 +2,158 +30%
BG
177
Bellevue Group
Switzerland
$393K 9,400 – –
Victory Capital Management
178
Victory Capital Management
Texas
$361K 8,646 -8,638 -50%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$351K 8,400 +2,066 +33%
Simplex Trading
180
Simplex Trading
Illinois
$341K 8,182 +922 +13%
SAM
181
Securian Asset Management
Minnesota
$324K 7,762 -100 -1%
TRCT
182
Tower Research Capital (TRC)
New York
$307K 7,358 +2,674 +57%
AII
183
AGF Investments Inc
Ontario, Canada
$302K 7,227 +7,227 New
CDH
184
Charles D. Hyman
$299K 7,158 – –
X
185
Xponance
Pennsylvania
$289K 6,927 +6,927 New
Voloridge Investment Management
186
Voloridge Investment Management
Florida
$285K 6,813 +6,813 New
CC
187
Centiva Capital
New York
$281K 6,735 +6,735 New
GM
188
GeoWealth Management
Illinois
$270K 6,469 +6,469 New
HTC
189
Haverford Trust Company
Pennsylvania
$267K 6,400 – –
First Manhattan
190
First Manhattan
New York
$261K 6,250 – –
Brown Advisory
191
Brown Advisory
Maryland
$252K 6,045 – –
CGH
192
Crossmark Global Holdings
Texas
$248K 5,940 -170 -3%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$244K 5,021 +3,743 +293%
CAAS
194
Capital Asset Advisory Services
Michigan
$223K 4,480 +4,480 New
GI
195
GAMCO Investors
Connecticut
$210K 5,025 +5,025 New
MF
196
Magnetar Financial
Illinois
$209K 4,999 +4,999 New
FPS
197
Fieldpoint Private Securities
Connecticut
$209K 5,000 +5,000 New
DIA
198
Dana Investment Advisors
Wisconsin
$204K 4,880 +5 +0.1%
LIA
199
LS Investment Advisors
Michigan
$169K 4,035 +156 +4%
UBS Group
200
UBS Group
Switzerland
$149K 3,565 -224 -6%
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