1,984 hedge funds and large institutions have $61.7B invested in IBM in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 791 increasing their positions, 818 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,984
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
40.14%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.79%
New
118
Increased
791
Reduced
818
Closed
103
Calls
$1.46B
Puts
$1.76B
Net Calls
-$302M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
1201
Partnervest Advisory Services
California
$694K -$41.1K -353 -6%
LF
1202
Lantz Financial
Illinois
$693K +$49.9K +429 +8%
NSAM
1203
North Star Asset Management
Wisconsin
$685K -$6.52K -56 -0.9%
MFG
1204
Merit Financial Group
Georgia
$684K -$318K -2,731 -32%
PCAP
1205
Pratt Collard Advisory Partners
New York
$684K -$121K -1,036 -15%
ICM
1206
Islay Capital Management
Texas
$683K -$30.1K -259 -4%
TFS
1207
TrustCore Financial Services
Tennessee
$675K +$77.8K +669 +13%
CCFCSB
1208
Cape Cod Five Cents Savings Bank
Massachusetts
$674K -$66.9K -575 -9%
TAM
1209
Trillium Asset Management
Massachusetts
$672K -$10.6K -91 -2%
BEC
1210
Blue Edge Capital
Virginia
$669K
SEEDPG
1211
S.E.E.D. Planning Group
New York
$668K -$59K -507 -8%
OAM
1212
Oak Asset Management
California
$668K +$22.5K +203 +3%
ATC
1213
Adirondack Trust Company
New York
$665K -$1.74K -15 -0.3%
XSC
1214
X-Square Capital
Puerto Rico
$665K +$11.3K +97 +2%
MG
1215
Mather Group
Illinois
$664K -$90.3K -776 -12%
ITIM
1216
Indiana Trust & Investment Management
Indiana
$663K -$4.19K -36 -0.6%
S
1217
SignatureFD
Georgia
$662K +$34.3K +295 +5%
VAG
1218
VisionPoint Advisory Group
Texas
$661K -$118K -1,011 -15%
PCM
1219
Prelude Capital Management
New York
$661K +$661K +5,686 New
SFS
1220
Strategic Financial Services
New York
$660K -$379K -3,262 -36%
WAP
1221
Wealthcare Advisory Partners
Pennsylvania
$660K +$7.44K +64 +1%
JFGIW
1222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$659K +$150K +1,289 +29%
SLF
1223
Sun Life Financial
Ontario, Canada
$657K -$129K -1,108 -16%
ATFA
1224
All Terrain Financial Advisors
Minnesota
$657K
CFA
1225
Capstone Financial Advisors
Illinois
$656K +$465 +4 +0.1%