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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $6.79B invested in Interactive Brokers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
68
Increased
123
Reduced
96
Closed
32
Calls
$65.3M
Puts
$78.7M
Net Calls
-$13.5M
Net Calls Change
-$7.7M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$346M
2
SC
2
Samlyn Capital
New York
$140M
3
OAG
3
Orbis Allan Gray
Bermuda
$99.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
Victory Capital Management
5
Victory Capital Management
Texas
$54.7M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$454M
2
AA
2
Ancient Art
Texas
$90.2M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$29.7M
4
BlackRock
4
BlackRock
New York
$586M
5
AP
5
Antipodes Partners
Australia
$50.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$616K 7,760 -1,540 -17%
GCP
202
GSA Capital Partners
United Kingdom
$607K 7,640 +3,845 +101%
Amundi
203
Amundi
France
$599K 7,917 +6,840 +635%
AWM
204
Axxcess Wealth Management
California
$586K 7,374 +7,374 New
IA
205
IndexIQ Advisors
New York
$576K 7,260 -297 -4%
YMRC
206
Yorktown Management & Research Company
Virginia
$576K 7,250 – –
Jane Street
207
Jane Street
New York
$570K 7,177 +3,386 +89%
CDH
208
Charles D. Hyman
$568K 7,158 – –
JPMPWA
209
J.P. Morgan Private Wealth Advisors
California
$553K 6,959 +6,959 New
II
210
Inspire Investing
Idaho
$538K 6,772 +1,163 +21%
PP
211
Paloma Partners
Connecticut
$530K 6,674 +6,674 New
IWA
212
Intercontinental Wealth Advisors
Texas
$525K 6,606 +2,856 +76%
Russell Investments Group
213
Russell Investments Group
United Kingdom
$516K 6,502 -54,680 -89%
E
214
Ergoteles
New York
$511K 6,439 +6,439 New
PCM
215
Prelude Capital Management
New York
$500K 6,296 -23,392 -79%
GI
216
GAMCO Investors
Connecticut
$484K 6,100 -2,425 -28%
Brown Advisory
217
Brown Advisory
Maryland
$480K 6,045 – –
GAM
218
Gotham Asset Management
New York
$479K 6,032 +2,185 +57%
SM
219
Sciencast Management
New Jersey
$478K 5,944 +5,944 New
MSRPS
220
Maryland State Retirement & Pension System
Maryland
$464K 5,840 – –
CP
221
CenterBook Partners
Connecticut
$463K 5,836 +5,836 New
AG
222
Algert Global
California
$447K 5,632 -10,009 -64%
GCM
223
Graham Capital Management
Connecticut
$434K 5,473 +5,473 New
PAMS
224
Pictet Asset Management (Switzerland)
Switzerland
$431K 5,426 +26 +0.5%
FCBT
225
First Citizens Bank & Trust
North Carolina
$430K 5,408 +1,169 +28%
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