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IRIDEX
IRIX

Overview Fund Activity

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.

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

Top Buyers

1
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.05M
2
IP
2
Isthmus Partners
Wisconsin
$671K
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.6K
4
PCM
4
Perkins Capital Management
Minnesota
$87K
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$43.1K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$865K
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$100K
4
UBS Group
4
UBS Group
Switzerland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.94K
Name Market Value Shares Shares
Change 		Shares
Change %
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.05M 1,021,960 +222,575 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12M 557,199 +244 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$865K 430,360 -22,700 -5%
BCM
4
Bridgeway Capital Management
Texas
$692K 344,400 – –
IP
5
Isthmus Partners
Wisconsin
$671K 333,792 +16,033 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$208K 103,702 +1,651 +2%
LFCM
7
Long Focus Capital Management
Puerto Rico
$201K 100,000 – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$152K 75,850 – –
AF
9
Apexium Financial
Texas
$132K 65,695 – –
BlackRock
10
BlackRock
New York
$129K 64,116 +555 +0.9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$100K 49,858 -2,277 -4%
State Street
12
State Street
Massachusetts
$89.9K 44,718 – –
PCM
13
Perkins Capital Management
Minnesota
$87K 43,450 +3,000 +7%
Northern Trust
14
Northern Trust
Illinois
$78.7K 39,168 -283 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$69.7K 34,693 – –
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$43.1K 21,438 +2,400 +13%
HighTower Advisors
17
HighTower Advisors
Illinois
$21K 10,000 – –
Citadel Advisors
18
Citadel Advisors
Florida
$18.6K 9,233 +9,233 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2K 1,000 – –
Morgan Stanley
20
Morgan Stanley
New York
$1.94K 963 -560 -37%
TC
21
Truvestments Capital
Florida
$1.13K 562 – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$438 217,692 +4 +0%
WPA
23
West Paces Advisors
Georgia
$271 135 – –
Wells Fargo
24
Wells Fargo
California
$177 88 +3 +4%
Bank of America
25
Bank of America
North Carolina
$30 15 +15 New
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