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25 hedge funds and large institutions have $8.88M invested in IRIDEX in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.31% less ownership

Funds ownership: 33.93%32.61% (-1.3%)

4% less funds holding

Funds holding: 2625 (-1)

10% less capital invested

Capital invested by funds: $9.91M → $8.88M (-$1.03M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
6
Reduced
7
Closed
2
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
$2.59M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.47M -$1.03K -500 -0.1%
WA
3
Wasatch Advisors
Utah
$1.23M -$518K -250,333 -28%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.02M +$29.6K +14,322 +3%
ICM
5
Invenomic Capital Management
Massachusetts
$866K +$64.4K +31,126 +8%
IP
6
Isthmus Partners
Wisconsin
$446K +$22.6K +10,913 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$326K -$20.1K -9,729 -6%
PCM
8
Perkins Capital Management
Minnesota
$204K +$215K +103,846 New
BCM
9
Bridgeway Capital Management
Texas
$160K
Neuberger Berman Group
10
Neuberger Berman Group
New York
$123K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$102K
Northern Trust
12
Northern Trust
Illinois
$88K +$1.06K +512 +1%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$63K
LPL Financial
14
LPL Financial
California
$49K
GF
15
Gabelli Funds
New York
$29K
Stifel Financial
16
Stifel Financial
Missouri
$25K -$1.92K -927 -7%
William Blair & Company
17
William Blair & Company
Illinois
$23K
OPCM
18
Osborne Partners Capital Management
California
$20K -$31K -15,000 -60%
HighTower Advisors
19
HighTower Advisors
Illinois
$20K
BlackRock
20
BlackRock
New York
$17K +$6 +3 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K -$188 -91 -4%
UBS Group
22
UBS Group
Switzerland
$3K
Osaic Holdings
23
Osaic Holdings
Arizona
$2K
QCMC
24
Quantum Capital Management (California)
California
-$63K -29,666 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$6K -3,235 Closed