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22 hedge funds and large institutions have $10.4M invested in IRIDEX in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

17% more capital invested

Capital invested by funds: $8.88M → $10.4M (+$1.48M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $219K | Put options by funds: $219K

2.93% less ownership

Funds ownership: 32.61%29.68% (-2.9%)

12% less funds holding

Funds holding: 2522 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
6
Closed
5
Calls
$219K
Puts
$219K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$3.31M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.88M
Renaissance Technologies
3
Renaissance Technologies
New York
$1.67M +$276K +146,178 +28%
ICM
4
Invenomic Capital Management
Massachusetts
$1.26M +$112K +59,407 +13%
IP
5
Isthmus Partners
Wisconsin
$568K -$2.6K -1,379 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$359K -$44.3K -23,491 -14%
BCM
7
Bridgeway Capital Management
Texas
$355K +$113K +60,000 +74%
PCM
8
Perkins Capital Management
Minnesota
$231K -$22.6K -12,000 -12%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$158K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$131K
Northern Trust
11
Northern Trust
Illinois
$98K -$11K -5,826 -13%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$81K
SG
13
StoneX Group
New York
$66K +$49.2K +26,100 New
LPL Financial
14
LPL Financial
California
$50K -$9.43K -5,000 -20%
UBS Group
15
UBS Group
Switzerland
$45K +$31.1K +16,516 +1,101%
Stifel Financial
16
Stifel Financial
Missouri
$32K
HighTower Advisors
17
HighTower Advisors
Illinois
$25K
BlackRock
18
BlackRock
New York
$22K +$481 +255 +3%
TRCT
19
Tower Research Capital (TRC)
New York
$9K +$6.98K +3,704 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4K +$377 +200 +20%
WA
21
Wasatch Advisors
Utah
-$1.23M -629,275 Closed
GF
22
Gabelli Funds
New York
-$29K -15,000 Closed
William Blair & Company
23
William Blair & Company
Illinois
-$23K -11,928 Closed
OPCM
24
Osborne Partners Capital Management
California
-$20K -10,000 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$3.85K -2,042 -100%