IRIDEX
IRIX
30 hedge funds and large institutions have $7.51M invested in IRIDEX in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
20% more funds holding
Funds holding: 25 → 30 (+5)
11% more capital invested
Capital invested by funds: $6.74M → $7.51M (+$768K)
0.65% more ownership
Funds ownership: 22.33% → 22.98% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Isthmus Partners
Madison,
Wisconsin
|
+$99.6K |
| 2 |
CP
Clayton Partners
Berkeley,
California
|
+$63.7K |
| 3 |
AE
AMH Equity
Great Neck,
New York
|
+$59.8K |
| 4 |
Morgan Stanley
New York
|
+$42.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$34.1K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.2K |
| 3 |
Renaissance Technologies
New York
|
-$16.1K |
| 4 |
TC
Truvestments Capital
Sarasota,
Florida
|
-$1.13K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $2.03K | – | – | – |
|
|
VWM
27
Venturi Wealth Management
Austin,
Texas
| $1.52K | +$1.66K | +750 | New |
|
|
WPA
28
West Paces Advisors
Atlanta,
Georgia
| $281 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $183 | +$4 | +2 | +2% |
|
|
TC
30
Truvestments Capital
Sarasota,
Florida
| – | -$1.13K | -562 | Closed |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$30 | -15 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | +$252 | +114 | New |
|
IRIX Hedge Fund Activity: Q1 2023 in Review
30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in IRIDEX (IRIX) for Q1 2023, worth a combined $7.51M — up 11% from $6.74M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IRIX positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Isthmus Partners, adding an estimated $99.6K. The largest seller was Bridgeway Capital Management, cutting an estimated $34.1K.
- 30 institutional investors held IRIDEX (IRIX) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $7.51M of IRIDEX stock for Q1 2023, up 11% quarter-over-quarter.
- 7 funds opened new IRIDEX positions in Q1 2023 and 2 closed out, a net change of +5 holders.
- The largest IRIDEX buyer in Q1 2023 was Isthmus Partners, an estimated $99.6K added.
- The largest IRIDEX seller in Q1 2023 was Bridgeway Capital Management, an estimated $34.1K sold.
Based on aggregated 13F filings for Q1 2023.