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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 %
UCI
201
Uncommon Cents Investing
Wisconsin
$1.46M 16,860 -465 -3%
CQS
202
Credential Qtrade Securities
$1.41M 16,330 -4,934 -23%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$1.41M 16,373 +254 +2%
Twin Tree Management
204
Twin Tree Management
Texas
$1.36M 15,748 +15,748 New
POIA
205
Pin Oak Investment Advisors
Texas
$1.27M 14,665 -125 -0.8%
Citadel Advisors
206
Citadel Advisors
Florida
$1.22M 14,105 +2,775 +24%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$1.22M 14,080 -116 -0.8%
VanEck Associates
208
VanEck Associates
New York
$1.2M 13,910 +13,910 New
State of Tennessee, Department of Treasury
209
State of Tennessee, Department of Treasury
Tennessee
$1.17M 13,508 -48,800 -78%
EGM
210
Engineers Gate Manager
New York
$1.15M 13,324 +3,766 +39%
CP
211
CenterBook Partners
Connecticut
$1.14M 13,206 -3,316 -20%
YIH
212
Y-Intercept (HK)
Hong Kong
$1.12M 12,922 +12,922 New
ISWM
213
Independent Solutions Wealth Management
New York
$1.11M 12,824 +643 +5%
X
214
Xponance
Pennsylvania
$1.11M 12,778 +349 +3%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$1.1M 12,711 -55 -0.4%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$1.07M 12,340 -10,561 -46%
VPIM
217
Vanguard Personalized Indexing Management
California
$1.06M 12,249 -30 -0.2%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$1.04M 12,066 +12,066 New
JF
219
Jump Financial
Illinois
$1.04M 12,004 -25,852 -68%
TI
220
Tidal Investments
Wisconsin
$1.01M 11,702 +133 +1%
WP
221
WealthSource Partners
California
$982K 11,346 -79 -0.7%
PGCM
222
Prescott Group Capital Management
Oklahoma
$945K 10,919 +10,919 New
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$932K 10,765 – –
Creative Planning
224
Creative Planning
Kansas
$868K 10,024 +745 +8%
PWG
225
Portside Wealth Group
Utah
$867K 10,022 -326 -3%
7 8
9
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