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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$828M 9,566,830 +308,236 +3%
BlackRock
2
BlackRock
New York
$780M 9,007,138 +249,209 +3%
OAG
3
Orbis Allan Gray
Bermuda
$705M 8,149,137 +1,347 +0%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$552M 6,371,599 -1,197,661 -16%
CCM
5
Cantillon Capital Management
New York
$331M 3,819,629 -14,839 -0.4%
GWM
6
Greenwich Wealth Management
Connecticut
$270M 3,117,859 +189,555 +6%
State Street
7
State Street
Massachusetts
$257M 2,964,780 +145,965 +5%
BCM
8
Bares Capital Management
Texas
$222M 2,566,395 -4,904 -0.2%
Marshall Wace
9
Marshall Wace
United Kingdom
$220M 2,541,679 +94,140 +4%
Bank of America
10
Bank of America
North Carolina
$171M 1,970,416 -29,872 -1%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M 1,828,073 -315,332 -15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$154M 1,773,533 +1,204,573 +212%
Select Equity Group
13
Select Equity Group
New York
$151M 1,745,169 -492,007 -22%
Fidelity International
14
Fidelity International
Bermuda
$141M 1,634,101 +580,700 +55%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$138M 1,598,545 +64,301 +4%
Norges Bank
16
Norges Bank
Norway
$100M 1,155,293 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$85.3M 985,585 +11,333 +1%
Wells Fargo
18
Wells Fargo
California
$82.7M 955,524 -94,537 -9%
ABI
19
Abrams Bison Investments
Maryland
$80.5M 929,600 – –
CFM
20
Coronation Fund Managers
South Africa
$79.9M 922,825 -8,195 -0.9%
BCM
21
Bronte Capital Management
Australia
$72.8M 841,228 +4,777 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$72.5M 837,496 +91,020 +12%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$68M 785,072 +523,591 +200%
TCM
24
TimesSquare Capital Management
New York
$65.7M 758,771 -43,124 -5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$64.9M 749,643 -1,570 -0.2%
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