We are live on ! Find out more

31 hedge funds and large institutions have $9.03M invested in IRIDEX in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

15% more funds holding

Funds holding: 2731 (+4)

8% more capital invested

Capital invested by funds: $8.37M → $9.03M (+$657K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.21% less ownership

Funds ownership: 24.1%21.89% (-2.2%)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

92% less call options, than puts

Call options by funds: $12K | Put options by funds: $157K

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
3
Reduced
11
Closed
1
Calls
$12K
Puts
$157K
Net Calls
-$145K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
26
Venturi Wealth Management
Texas
$1.91K -$473 -249 -25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1K -$46 -24 -10%
WPA
28
West Paces Advisors
Georgia
$343
Citadel Advisors
29
Citadel Advisors
Florida
$251 -$20.8K -10,943 -99%
Wells Fargo
30
Wells Fargo
California
$231 -$4 -2 -2%
JP Morgan Chase
31
JP Morgan Chase
New York
$38 +$28 +15 New
IP
32
Isthmus Partners
Wisconsin
-$849K -391,133 Closed