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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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

3% less funds holding

Funds holding: 3433 (-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

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$6.01M
WA
2
Wasatch Advisors
Utah
$5.96M -$828K -169,744 -11%
ACP
3
Acuta Capital Partners
California
$5.33M -$15.6K -3,200 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41M +$1.99M +407,600 +119%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.76M +$52.7K +10,808 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$978K +$4.39K +900 +0.4%
BLA
7
Balter Liquid Alternatives
Massachusetts
$901K +$966K +198,020 New
IP
8
Isthmus Partners
Wisconsin
$677K +$725K +148,737 New
EVC
9
Eidelman Virant Capital
Missouri
$590K -$50.7K -10,406 -7%
EIM
10
Essex Investment Management
Massachusetts
$554K +$247K +50,645 +71%
PCM
11
Perkins Capital Management
Minnesota
$449K -$7.31K -1,500 -1%
BlackRock
12
BlackRock
New York
$378K +$16.5K +3,378 +4%
BCM
13
Bridgeway Capital Management
Texas
$371K
Northern Trust
14
Northern Trust
Illinois
$298K
Neuberger Berman Group
15
Neuberger Berman Group
New York
$291K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$225K +$52.3K +10,719 +28%
William Blair & Company
17
William Blair & Company
Illinois
$198K
FNBT
18
FineMark National Bank & Trust
Florida
$177K -$1.78K -365 -0.9%
AIM
19
Alambic Investment Management
California
$175K -$37.1K -7,600 -16%
OPCM
20
Osborne Partners Capital Management
California
$164K
Morgan Stanley
21
Morgan Stanley
New York
$157K -$2.15K -441 -1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$146K
QCMC
23
Quantum Capital Management (California)
California
$131K
ISL
24
Ingalls & Snyder LLC
New York
$114K
LPL Financial
25
LPL Financial
California
$82K +$87.9K +18,033 New