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35 hedge funds and large institutions have $29M invested in IRIDEX in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 3735 (-2)

9.39% less ownership

Funds ownership: 54.78%45.4% (-9.4%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

37% less capital invested

Capital invested by funds: $46.4M → $29M (-$17.4M)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$6.95M +$743K +149,196 +11%
PAPAIJV
2
Paragon Associates & Paragon Associates II Joint Venture
Texas
$6.2M
ACP
3
Acuta Capital Partners
California
$5.52M -$3.85M -773,000 -40%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.71M +$141K +28,300 +8%
DCM
5
Driehaus Capital Management
Illinois
$1.32M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$974K +$36.8K +7,404 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$873K -$1.08M -217,902 -54%
EVC
8
Eidelman Virant Capital
Missouri
$659K -$59.7K -12,000 -8%
IP
9
Isthmus Partners
Wisconsin
$598K +$145K +29,059 +30%
PCM
10
Perkins Capital Management
Minnesota
$504K -$601K -120,700 -53%
BCM
11
Bridgeway Capital Management
Texas
$383K
BlackRock
12
BlackRock
New York
$382K +$219K +43,962 +118%
AIM
13
Alambic Investment Management
California
$315K +$333K +66,962 New
EIM
14
Essex Investment Management
Massachusetts
$306K +$324K +65,063 New
Northern Trust
15
Northern Trust
Illinois
$283K -$17.2K -3,456 -5%
William Blair & Company
16
William Blair & Company
Illinois
$205K
OPCM
17
Osborne Partners Capital Management
California
$197K -$74.7K -15,000 -26%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$183K +$74.7K +15,000 +63%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$182K
Morgan Stanley
20
Morgan Stanley
New York
$167K -$33.1K -6,653 -16%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$151K
FNBT
22
FineMark National Bank & Trust
Florida
$145K -$27.4K -5,500 -15%
QCMC
23
Quantum Capital Management (California)
California
$135K +$65.1K +13,089 +83%
ISL
24
Ingalls & Snyder LLC
New York
$118K
SMC
25
Smith, Moore & Co
Missouri
$118K