We are live on ! Find out more
INLX icon

Intellinetics
INLX

9 hedge funds and large institutions have $971K invested in Intellinetics in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more capital invested

Capital invested by funds: $154K → $971K (+$817K)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more funds holding

Funds holding: 79 (+2)

1.95% more ownership

Funds ownership: 0.75%2.7% (+2%)

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$482K +$389K +54,583 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$166K +$134K +18,800 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$163K +$3K +421 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$120K +$23K +3,226 +31%
Morgan Stanley
5
Morgan Stanley
New York
$17.7K +$14.2K +2,000 New
TRCT
6
Tower Research Capital (TRC)
New York
$14.4K +$527 +74 +5%
NA
7
NewEdge Advisors
Louisiana
$8.39K +$6.76K +950 New
Wells Fargo
8
Wells Fargo
California
$203 +$7 +1 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$53 +$7 +1 +20%
UBS Group
10
UBS Group
Switzerland
-$2.89K -572 Closed
Bank of America
11
Bank of America
North Carolina
-$10 -2 Closed

INLX Hedge Fund Activity: Q1 2024 in Review

9 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Intellinetics (INLX) for Q1 2024, worth a combined $971K — up 529% from $154K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new INLX positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $389K. The largest seller was UBS Group, exiting entirely with an estimated $2.89K sold.

  • 9 institutional investors held Intellinetics (INLX) as of Q1 2024, up from 7 in Q4 2023.
  • Funds reported $971K of Intellinetics stock for Q1 2024, up 529% quarter-over-quarter.
  • 4 funds opened new Intellinetics positions in Q1 2024 and 2 closed out, a net change of +2 holders.
  • The largest Intellinetics buyer in Q1 2024 was Bard Associates, an estimated $389K added.
  • The largest Intellinetics seller in Q1 2024 was UBS Group, an estimated $2.89K sold.

Based on aggregated 13F filings for Q1 2024.