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Interactive Brokers
IBKR

Overview Fund Activity

254 hedge funds and large institutions have $3.79B invested in Interactive Brokers in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
254
Holders Change
+47
Holders Change %
+22.71%
% of All Funds
5.77%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
69
Increased
76
Reduced
72
Closed
21
Calls
$25.8M
Puts
$20.6M
Net Calls
+$5.23M
Net Calls Change
+$8.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.4M
2
State Street
2
State Street
Massachusetts
$112M
3
HCM
3
Hitchwood Capital Management
New York
$41.4M
4
MGM
4
Miura Global Management
New York
$34M
5
BCM
5
Bares Capital Management
Texas
$287M

Top Sellers

1
BlackRock
1
BlackRock
New York
$342M
2
AA
2
Ancient Art
Texas
$142M
3
RCG
3
Ruane, Cunniff & Goldfarb
New York
$59.4M
4
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$91M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$385M 6,499,352 +199,514 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$356M 6,017,670 +138,337 +2%
BlackRock
3
BlackRock
New York
$342M 5,770,807 -1,162,454 -17%
BCM
4
Bares Capital Management
Texas
$287M 4,842,582 +280,574 +6%
AA
5
Ancient Art
Texas
$142M 2,401,797 -1,008,519 -30%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$140M 2,362,006 +102,807 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$136M 2,303,101 -19,464 -0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$128M 2,166,688 +54,853 +3%
CCM
9
Cantillon Capital Management
New York
$121M 2,040,053 -105,712 -5%
State Street
10
State Street
Massachusetts
$112M 1,898,722 +711,582 +60%
AVC
11
Arlington Value Capital
Utah
$110M 1,859,861 -35,694 -2%
TGHSA
12
TPG Group Holdings (SBS) Advisors
Texas
$91M 1,537,230 -643,126 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.2M 1,337,544 -260,000 -16%
Select Equity Group
14
Select Equity Group
New York
$72.2M 1,219,835 -2,151 -0.2%
EA
15
Echinus Advisors
New York
$67.5M 1,139,765 – –
RCG
16
Ruane, Cunniff & Goldfarb
New York
$59.4M 1,003,467 -709,831 -41%
Morgan Stanley
17
Morgan Stanley
New York
$56.4M 951,724 +937,658 +6,666%
O
18
OppenheimerFunds
New York
$52.5M 885,892 -72,275 -8%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$48.8M 824,910 -1,400 -0.2%
HCM
20
Hitchwood Capital Management
New York
$41.4M 700,000 +700,000 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$40.4M 683,039 -67,372 -9%
Northern Trust
22
Northern Trust
Illinois
$37.2M 628,869 +31,339 +5%
Victory Capital Management
23
Victory Capital Management
Texas
$36.8M 621,557 -294,032 -32%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$35.2M 595,111 +11,348 +2%
MGM
25
Miura Global Management
New York
$34M 575,000 +575,000 New
1
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