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IRIDEX
IRIX

Overview Fund Activity

27 hedge funds and large institutions have $8.45M invested in IRIDEX in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
5
Reduced
7
Closed
4
Calls
$37K
Puts
$1K
Net Calls
+$36K
Net Calls Change
+$36K

Top Buyers

1
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.93M
2
AF
2
Apexium Financial
Texas
$158K
3
IP
3
Isthmus Partners
Wisconsin
$766K
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$394K
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$46K

Top Sellers

1
EIM
1
Essex Investment Management
Massachusetts
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.09M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$125K
4
PCM
4
Perkins Capital Management
Minnesota
$97K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.93M 799,385 +236,715 +42%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M 556,955 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$1.09M 453,060 -70,300 -13%
BCM
4
Bridgeway Capital Management
Texas
$830K 344,400 – –
IP
5
Isthmus Partners
Wisconsin
$766K 317,759 +31,620 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$525K 217,688 -20,841 -9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$394K 163,466 +3,466 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$245K 102,051 – –
LFCM
9
Long Focus Capital Management
Puerto Rico
$241K 100,000 – –
Neuberger Berman Group
10
Neuberger Berman Group
New York
$183K 75,850 – –
AF
11
Apexium Financial
Texas
$158K 65,695 +65,695 New
BlackRock
12
BlackRock
New York
$153K 63,561 -1,212 -2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$125K 52,135 -61,933 -54%
State Street
14
State Street
Massachusetts
$108K 44,718 – –
PCM
15
Perkins Capital Management
Minnesota
$97K 40,450 -39,896 -50%
Northern Trust
16
Northern Trust
Illinois
$95K 39,451 +905 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$84K 34,693 – –
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$46K 19,038 +2,576 +16%
HighTower Advisors
19
HighTower Advisors
Illinois
$24K 10,000 – –
Morgan Stanley
20
Morgan Stanley
New York
$4K 1,523 – –
UBS Group
21
UBS Group
Switzerland
$4K 1,500 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$2K 1,000 – –
TC
23
Truvestments Capital
Florida
$1K 562 – –
WPA
24
West Paces Advisors
Georgia
$325 135 – –
EIM
25
Essex Investment Management
Massachusetts
– – -83,528 Closed
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