IBM icon

IBM
IBM

Overview Fund Activity

2,447 hedge funds and large institutions have $74.4B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 980 increasing their positions, 953 reducing their positions, and 98 closing their positions.

Holders
2,447
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.02%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
0.85%
New
167
Increased
980
Reduced
953
Closed
98
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
Amundi
2
Amundi
France
$1.09B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.28B
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$890M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.46B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$731M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$75.3M
3
BlackRock
3
BlackRock
New York
$10.3B
4
PG
4
Prostatis Group
Maryland
$934K
5
UBS Group
5
UBS Group
Switzerland
$334M
Name Market Value Shares Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$22M 156,705 +700 +0.4%
RC
227
Randolph Company
Ohio
$21.4M 152,780 -195 -0.1%
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$21.4M 152,203 +8,849 +6%
Kayne Anderson Rudnick Investment Management
229
Kayne Anderson Rudnick Investment Management
California
$21.3M 151,981 -7,455 -5%
HNB
230
Huntington National Bank
Ohio
$21.1M 150,687 -2,673 -2%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$21.1M 150,151 +624 +0.4%
PAG
232
Private Advisor Group
New Jersey
$20.4M 145,545 +7,900 +6%
OAM
233
Oppenheimer Asset Management
New York
$20.3M 144,924 -2,521 -2%
SC
234
Scotia Capital
Ontario, Canada
$20.3M 144,594 -3,574 -2%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$20.1M 143,401 -785 -0.5%
CS
236
Candriam SCA
Luxembourg
$20.1M 142,991 +1,469 +1%
VHAM
237
Van Hulzen Asset Management
California
$20.1M 142,946 +10,266 +8%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$20M 142,445 +659 +0.5%
PTC
239
Philadelphia Trust Company
Pennsylvania
$19.9M 141,852 +5,926 +4%
CAN
240
Cetera Advisor Networks
California
$19.9M 141,642 +4,009 +3%
MML Investors Services
241
MML Investors Services
Massachusetts
$19.7M 140,299 +4,243 +3%
GGI
242
Godsey & Gibb Inc
Virginia
$19.7M 140,082 +879 +0.6%
DMC
243
Drexel Morgan & Co
Pennsylvania
$19.6M 139,735 – –
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$19.5M 138,941 +21,886 +19%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$19.5M 138,789 -6,270 -4%
UIM
246
USS Investment Management
United Kingdom
$19.2M 136,800 – –
VanEck Associates
247
VanEck Associates
New York
$19.1M 130,964 -14,463 -10%
LCM
248
Logan Capital Management
Pennsylvania
$19M 135,307 +911 +0.7%
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$18.9M 134,590 -14,499 -10%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$18.8M 134,070 +37,698 +39%
8 9
10
11 12