IRIDEX
IRIX
32 hedge funds and large institutions have $9.17M invested in IRIDEX in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 31 → 32 (+1)
2% more capital invested
Capital invested by funds: $9.03M → $9.17M (+$143K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.81% less ownership
Funds ownership: 21.89% → 20.09% (-1.8%)
73% less call options, than puts
Call options by funds: $57K | Put options by funds: $215K
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
26
Venturi Wealth Management
Austin,
Texas
| $2.11K | – | – | – |
|
27
Group One Trading
Chicago,
Illinois
| $1.24K | +$1.16K | +440 | New |
|
28
JP Morgan Chase
New York
| $736 | +$648 | +247 | +1,647% |
|
|
WPA
29
West Paces Advisors
Atlanta,
Georgia
| $379 | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $270 | +$13 | +5 | +5% |
|
31
Bank of America
Charlotte,
North Carolina
| $22 | +$21 | +8 | New |
|
32
Neuberger Berman Group
New York
| – | -$193K | -75,850 | Closed |
|
33
Acadian Asset Management
Boston,
Massachusetts
| – | -$73K | -28,807 | Closed |
|
34
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$58.7K | -21,438 | Closed |
|
35
Citigroup
New York
| – | -$14.4K | -5,668 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$194 | -74 | -32% |
|
IRIX Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IRIDEX (IRIX) for Q4 2023, worth a combined $9.17M — up 1.6% from $9.03M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IRIX positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $142K. The largest seller was AMH Equity, cutting an estimated $633K.
- 32 institutional investors held IRIDEX (IRIX) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $9.17M of IRIDEX stock for Q4 2023, up 1.6% quarter-over-quarter.
- 5 funds opened new IRIDEX positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest IRIDEX buyer in Q4 2023 was Susquehanna International Group, an estimated $142K added.
- The largest IRIDEX seller in Q4 2023 was AMH Equity, an estimated $633K sold.
Based on aggregated 13F filings for Q4 2023.