IRIDEX
IRIX
33 hedge funds and large institutions have $29.8M invested in IRIDEX in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $27M → $29.8M (+$2.75M)
4.37% more ownership
Funds ownership: 43.6% → 47.96% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 34 → 33 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.99M |
| 2 |
BLA
Balter Liquid Alternatives
Boston,
Massachusetts
|
+$966K |
| 3 |
IP
Isthmus Partners
Madison,
Wisconsin
|
+$725K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$247K |
| 5 |
LPL Financial
San Diego,
California
|
+$87.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$828K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$74K |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$50.7K |
| 4 |
Charles Schwab
San Francisco,
California
|
-$47K |
| 5 |
AIM
Alambic Investment Management
Belvedere,
California
|
-$37.1K |
IRIX Hedge Fund Activity: Q2 2019 in Review
33 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in IRIDEX (IRIX) for Q2 2019, worth a combined $29.8M — up 10% from $27M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IRIX and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Vanguard Group, adding an estimated $1.99M. The largest seller was Wasatch Advisors, cutting an estimated $828K.
- 33 institutional investors held IRIDEX (IRIX) as of Q2 2019, down from 34 in Q1 2019.
- Funds reported $29.8M of IRIDEX stock for Q2 2019, up 10% quarter-over-quarter.
- 3 funds opened new IRIDEX positions in Q2 2019 and 4 closed out, a net change of -1 holder.
- The largest IRIDEX buyer in Q2 2019 was Vanguard Group, an estimated $1.99M added.
- The largest IRIDEX seller in Q2 2019 was Wasatch Advisors, an estimated $828K sold.
Based on aggregated 13F filings for Q2 2019.