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IRIDEX
IRIX

Overview Fund Activity

27 hedge funds and large institutions have $8.37M invested in IRIDEX in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
6
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AE
1
AMH Equity
New York
$718K
2
IP
2
Isthmus Partners
Wisconsin
$849K
3
PCM
3
Perkins Capital Management
Minnesota
$109K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1K
5
VWM
5
Venturi Wealth Management
Texas
$2.17K

Top Sellers

1
CP
1
Clayton Partners
California
$0
2
BCM
2
Bridgeway Capital Management
Texas
$660K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$396K
4
PAPAIJV
4
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.17M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.63K
Name Market Value Shares Shares
Change 		Shares
Change %
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.17M 1,000,000 -21,960 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21M 557,199 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$910K 419,160 -3,900 -0.9%
IP
4
Isthmus Partners
Wisconsin
$849K 391,133 +12,315 +3%
AE
5
AMH Equity
New York
$718K 330,821 +303,781 +1,123%
BCM
6
Bridgeway Capital Management
Texas
$660K 304,000 -25,000 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$396K 182,520 -24,237 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$225K 103,702 – –
LFCM
9
Long Focus Capital Management
Puerto Rico
$217K 100,000 – –
Neuberger Berman Group
10
Neuberger Berman Group
New York
$165K 75,850 – –
AF
11
Apexium Financial
Texas
$143K 65,695 – –
BlackRock
12
BlackRock
New York
$139K 63,830 -1,251 -2%
PCM
13
Perkins Capital Management
Minnesota
$109K 50,450 +5,500 +12%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$107K 49,858 – –
State Street
15
State Street
Massachusetts
$97K 44,718 – –
Northern Trust
16
Northern Trust
Illinois
$86.1K 39,697 +195 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$75.3K 34,693 – –
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$45.9K 21,438 – –
Citadel Advisors
19
Citadel Advisors
Florida
$24K 11,042 -1,181 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$22K 10,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$2.17K 1,000 – –
VWM
22
Venturi Wealth Management
Texas
$2.17K 999 +249 +33%
Morgan Stanley
23
Morgan Stanley
New York
$1.63K 752 -19,491 -96%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K 252 +252 New
WPA
25
West Paces Advisors
Georgia
$293 135 – –
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