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Interactive Brokers
IBKR

Overview Fund Activity

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$677M
2
CFM
2
Coronation Fund Managers
South Africa
$77.3M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$203M
4
CM
4
Cercano Management
Washington
$29.2M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$29.4M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.26M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$1.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$941K
4
SC
4
Samlyn Capital
New York
$43.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$769M 9,258,594 -35,358 -0.4%
BlackRock
2
BlackRock
New York
$728M 8,757,929 -214,380 -2%
OAG
3
Orbis Allan Gray
Bermuda
$677M 8,147,790 +983,551 +14%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$629M 7,569,260 +68,013 +0.9%
CCM
5
Cantillon Capital Management
New York
$319M 3,834,468 +230,068 +6%
GWM
6
Greenwich Wealth Management
Connecticut
$243M 2,928,304 +2,143 +0.1%
State Street
7
State Street
Massachusetts
$234M 2,818,815 +76,695 +3%
BCM
8
Bares Capital Management
Texas
$214M 2,571,299 -25,372 -1%
Marshall Wace
9
Marshall Wace
United Kingdom
$203M 2,447,539 +620,796 +34%
Select Equity Group
10
Select Equity Group
New York
$186M 2,237,176 +106,002 +5%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$178M 2,143,405 +10,486 +0.5%
Bank of America
12
Bank of America
North Carolina
$166M 2,000,288 +142,325 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$127M 1,534,244 +96,573 +7%
Norges Bank
14
Norges Bank
Norway
$96M 1,155,293 +85,926 +8%
Fidelity International
15
Fidelity International
Bermuda
$87.5M 1,053,401 -31,845 -3%
Wells Fargo
16
Wells Fargo
California
$87.2M 1,050,061 +19,409 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$80.9M 974,252 -5,421 -0.6%
Charles Schwab
18
Charles Schwab
California
$78.7M 947,547 +20,095 +2%
CFM
19
Coronation Fund Managers
South Africa
$77.3M 931,020 +674,551 +263%
ABI
20
Abrams Bison Investments
Maryland
$77.2M 929,600 – –
BCM
21
Bronte Capital Management
Australia
$69.5M 836,451 +11,779 +1%
TCM
22
TimesSquare Capital Management
New York
$66.6M 801,895 -8,145 -1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$62.4M 751,213 +13,576 +2%
Morgan Stanley
24
Morgan Stanley
New York
$62M 746,476 +283,822 +61%
Northern Trust
25
Northern Trust
Illinois
$60.5M 728,532 -5,141 -0.7%
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