We are live on ! Find out more
IRIX icon

IRIDEX
IRIX

30 hedge funds and large institutions have $7.51M invested in IRIDEX in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

20% more funds holding

Funds holding: 25 → 30 (+5)

11% more capital invested

Capital invested by funds: $6.74M → $7.51M (+$768K)

0.65% more ownership

Funds ownership: 22.33% → 22.98% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IP
Isthmus Partners
Wisconsin
+$99.6K
2
CP
Clayton Partners
California
+$63.7K
3
AE
AMH Equity
New York
+$59.8K
4
Morgan Stanley
Morgan Stanley
New York
+$42.6K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$22.3K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$34.1K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$24.2K
3
Renaissance Technologies
Renaissance Technologies
New York
-$16.1K
4
TC
Truvestments Capital
Florida
-$1.13K
5
Bank of America
Bank of America
North Carolina
-$30
Name Holding Trade Value Shares
Change 		Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.07M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$859K -$16.1K -7,300 -2%
IP
4
Isthmus Partners
Wisconsin
$769K +$99.6K +45,026 +13%
BCM
5
Bridgeway Capital Management
Texas
$684K -$34.1K -15,400 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$430K -$24.2K -10,935 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$216K – – –
LFCM
8
Long Focus Capital Management
Puerto Rico
$203K – – –
Neuberger Berman Group
9
Neuberger Berman Group
New York
$154K – – –
AF
10
Apexium Financial
Texas
$137K – – –
BlackRock
11
BlackRock
New York
$132K +$2.13K +965 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$100K – – –
State Street
13
State Street
Massachusetts
$93K – – –
PCM
14
Perkins Capital Management
Minnesota
$91K +$3.32K +1,500 +3%
Northern Trust
15
Northern Trust
Illinois
$80.2K +$739 +334 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70.4K – – –
CP
17
Clayton Partners
California
$58.5K +$63.7K +28,793 New
AE
18
AMH Equity
New York
$54.9K +$59.8K +27,040 New
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$44.6K – – –
Morgan Stanley
20
Morgan Stanley
New York
$41.1K +$42.6K +19,280 +2,002%
Citadel Advisors
21
Citadel Advisors
Florida
$25.4K +$6.61K +2,990 +32%
HighTower Advisors
22
HighTower Advisors
Illinois
$21K – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$21K +$22.3K +10,094 New
PCM
24
Pointe Capital Management
Michigan
$6.57K +$7.16K +3,235 New
UBS Group
25
UBS Group
Switzerland
$5.72K +$6.23K +2,816 New
1
2

IRIX Hedge Fund Activity: Q1 2023 in Review

30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in IRIDEX (IRIX) for Q1 2023, worth a combined $7.51M — up 11% from $6.74M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IRIX positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Isthmus Partners, adding an estimated $99.6K. The largest seller was Bridgeway Capital Management, cutting an estimated $34.1K.

  • 30 institutional investors held IRIDEX (IRIX) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $7.51M of IRIDEX stock for Q1 2023, up 11% quarter-over-quarter.
  • 7 funds opened new IRIDEX positions in Q1 2023 and 2 closed out, a net change of +5 holders.
  • The largest IRIDEX buyer in Q1 2023 was Isthmus Partners, an estimated $99.6K added.
  • The largest IRIDEX seller in Q1 2023 was Bridgeway Capital Management, an estimated $34.1K sold.

Based on aggregated 13F filings for Q1 2023.