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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$767M 9,293,952 +113,504 +1%
BlackRock
2
BlackRock
New York
$741M 8,972,309 +69,018 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$619M 7,501,247 -30,762 -0.4%
OAG
4
Orbis Allan Gray
Bermuda
$591M 7,164,239 +2,918,748 +69%
CCM
5
Cantillon Capital Management
New York
$298M 3,604,400 +384,186 +12%
GWM
6
Greenwich Wealth Management
Connecticut
$242M 2,926,161 -600,489 -17%
State Street
7
State Street
Massachusetts
$226M 2,742,120 +46,055 +2%
BCM
8
Bares Capital Management
Texas
$214M 2,596,671 -468,149 -15%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$176M 2,132,919 -110,174 -5%
Select Equity Group
10
Select Equity Group
New York
$176M 2,131,174 -1,019,851 -32%
Bank of America
11
Bank of America
North Carolina
$153M 1,857,963 +383,027 +26%
Marshall Wace
12
Marshall Wace
United Kingdom
$151M 1,826,743 -201,075 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$119M 1,437,671 +44,776 +3%
Fidelity International
14
Fidelity International
Bermuda
$89.6M 1,085,246 -19,552 -2%
Norges Bank
15
Norges Bank
Norway
$88.3M 1,069,367 -281,243 -21%
Wells Fargo
16
Wells Fargo
California
$85.1M 1,030,652 +14,988 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$80.9M 979,673 +20,292 +2%
ABI
18
Abrams Bison Investments
Maryland
$76.7M 929,600 -16,400 -2%
Charles Schwab
19
Charles Schwab
California
$76.6M 927,452 +2,300 +0.2%
SC
20
Samlyn Capital
New York
$70.9M 858,859 -62,707 -7%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$69.7M 844,837 -253,765 -23%
BCM
22
Bronte Capital Management
Australia
$68.1M 824,672 -10,550 -1%
TCM
23
TimesSquare Capital Management
New York
$66.9M 810,040 -136,660 -14%
BA
24
Bridgewater Associates
Connecticut
$61.5M 744,422 -274,112 -27%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$60.9M 737,637 -106,371 -13%
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