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25 hedge funds and large institutions have $6.74M invested in IRIDEX in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $8K | Put options by funds: $2K

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0.41% more ownership

Funds ownership: 21.92%22.33% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 2725 (-2)

20% less capital invested

Capital invested by funds: $8.45M → $6.74M (-$1.71M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
4
Closed
4
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.05M +$494K +222,575 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12M +$542 +244 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$865K -$50.4K -22,700 -5%
BCM
4
Bridgeway Capital Management
Texas
$692K
IP
5
Isthmus Partners
Wisconsin
$671K +$35.6K +16,033 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$208K +$3.67K +1,651 +2%
LFCM
7
Long Focus Capital Management
Puerto Rico
$201K
Neuberger Berman Group
8
Neuberger Berman Group
New York
$152K
AF
9
Apexium Financial
Texas
$132K
BlackRock
10
BlackRock
New York
$129K +$1.23K +555 +0.9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$100K -$5.06K -2,277 -4%
State Street
12
State Street
Massachusetts
$89.9K
PCM
13
Perkins Capital Management
Minnesota
$87K +$6.67K +3,000 +7%
Northern Trust
14
Northern Trust
Illinois
$78.7K -$629 -283 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$69.7K
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$43.1K +$5.33K +2,400 +13%
HighTower Advisors
17
HighTower Advisors
Illinois
$21K
Citadel Advisors
18
Citadel Advisors
Florida
$18.6K +$20.5K +9,233 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2K
Morgan Stanley
20
Morgan Stanley
New York
$1.94K -$1.24K -560 -37%
TC
21
Truvestments Capital
Florida
$1.13K
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$438 +$9 +4 +0%
WPA
23
West Paces Advisors
Georgia
$271
Wells Fargo
24
Wells Fargo
California
$177 +$7 +3 +4%
Bank of America
25
Bank of America
North Carolina
$30 +$33 +15 New