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Interactive Brokers
IBKR

Overview Fund Activity

247 hedge funds and large institutions have $3.24B invested in Interactive Brokers in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
38
Increased
82
Reduced
79
Closed
25
Calls
$20.9M
Puts
$29.1M
Net Calls
-$8.18M
Net Calls Change
-$2.11M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$266M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$20.4M
3
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$75.7M
4
AC
4
Anavon Capital
United Kingdom
$11.7M
5
SA
5
Sycale Advisors
New York
$11.5M

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$24.6M
2
NAMA
2
Nikko Asset Management Americas
New York
$24.6M
3
BTP
3
Bloom Tree Partners
New York
$20.7M
4
MGM
4
Miura Global Management
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Bares Capital Management
Texas
$348M 7,473,615 +35,401 +0.5%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$338M 7,239,630 -177,097 -2%
BlackRock
3
BlackRock
New York
$314M 6,735,624 +71,195 +1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$271M 5,813,101 -57,160 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$266M 5,698,664 +1,239,183 +28%
CCM
6
Cantillon Capital Management
New York
$117M 2,502,438 -52,771 -2%
EA
7
Echinus Advisors
New York
$112M 2,411,525 – –
Select Equity Group
8
Select Equity Group
New York
$100M 2,154,713 +237,169 +12%
State Street
9
State Street
Massachusetts
$82.7M 1,774,582 -21,149 -1%
TGHSA
10
TPG Group Holdings (SBS) Advisors
Texas
$75.7M 1,622,805 +277,410 +21%
AA
11
Ancient Art
Texas
$75.5M 1,619,273 – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$70.6M 1,513,352 -25,397 -2%
CRCM
13
Cat Rock Capital Management
Connecticut
$57.9M 1,241,731 +213,000 +21%
AVC
14
Arlington Value Capital
Utah
$54.8M 1,174,950 -41,800 -3%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.6M 848,438 +261 +0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$39M 836,960 +74,629 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$38.8M 833,091 +75,334 +10%
BCM
18
Bronte Capital Management
Australia
$34.4M 737,990 +21,685 +3%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$33.5M 718,775 +4,100 +0.6%
Wells Fargo
20
Wells Fargo
California
$32.1M 687,974 -48,004 -7%
PWAM
21
Park West Asset Management
California
$28M 600,658 +95,458 +19%
GWM
22
Greenwich Wealth Management
Connecticut
$27.8M 596,303 -554 -0.1%
Northern Trust
23
Northern Trust
Illinois
$27.5M 589,370 +10,827 +2%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$24.6M 526,930 -473,608 -47%
NAMA
25
Nikko Asset Management Americas
New York
$24.6M 526,930 -473,608 -47%
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