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Interactive Brokers
IBKR

Overview Fund Activity

454 hedge funds and large institutions have $7.79B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
+20
Holders Change %
+4.61%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.21%
New
79
Increased
154
Reduced
159
Closed
55
Calls
$78.6M
Puts
$87.7M
Net Calls
-$9.06M
Net Calls Change
-$48.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$115M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$262M
4
Goldman Sachs
4
Goldman Sachs
New York
$78.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20.1M
2
Bank of America
2
Bank of America
North Carolina
$57.5M
3
SC
3
Samlyn Capital
New York
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Fidelity International
5
Fidelity International
Bermuda
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$803M 9,690,056 +123,226 +1%
BlackRock
2
BlackRock
New York
$748M 9,020,185 +13,047 +0.1%
OAG
3
Orbis Allan Gray
Bermuda
$644M 7,768,911 -380,226 -5%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$523M 6,307,902 -63,697 -1%
CCM
5
Cantillon Capital Management
New York
$309M 3,728,869 -90,760 -2%
Marshall Wace
6
Marshall Wace
United Kingdom
$262M 3,161,134 +619,455 +24%
GWM
7
Greenwich Wealth Management
Connecticut
$258M 3,118,176 +317 +0%
State Street
8
State Street
Massachusetts
$257M 3,094,951 +130,171 +4%
BCM
9
Bares Capital Management
Texas
$211M 2,545,588 -20,807 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$162M 1,959,246 +1,121,750 +134%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$150M 1,811,804 -16,269 -0.9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$147M 1,775,469 +1,936 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$138M 1,669,871 +71,326 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$115M 1,386,029 +1,093,496 +374%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$101M 1,220,475 +435,403 +55%
Fidelity International
16
Fidelity International
Bermuda
$100M 1,211,542 -422,559 -26%
CFM
17
Coronation Fund Managers
South Africa
$99.2M 1,196,179 +273,354 +30%
Norges Bank
18
Norges Bank
Norway
$97.5M 1,175,821 +20,528 +2%
Wells Fargo
19
Wells Fargo
California
$80.3M 968,669 +13,145 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$80.1M 966,026 -19,559 -2%
Goldman Sachs
21
Goldman Sachs
New York
$78.9M 951,211 +524,503 +123%
ABI
22
Abrams Bison Investments
Maryland
$75.6M 912,000 -17,600 -2%
Charles Schwab
23
Charles Schwab
California
$69.7M 840,852 +116,890 +16%
BCM
24
Bronte Capital Management
Australia
$69.3M 836,194 -5,034 -0.6%
TCM
25
TimesSquare Capital Management
New York
$67.1M 808,806 +50,035 +7%
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