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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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $7.51M → $8.37M (+$866K)

1.13% more ownership

Funds ownership: 22.98%24.1% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 3027 (-3)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.17M -$48.1K -21,960 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21M
Renaissance Technologies
3
Renaissance Technologies
New York
$910K -$8.55K -3,900 -0.9%
IP
4
Isthmus Partners
Wisconsin
$849K +$27K +12,315 +3%
AE
5
AMH Equity
New York
$718K +$666K +303,781 +1,123%
BCM
6
Bridgeway Capital Management
Texas
$660K -$54.8K -25,000 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$396K -$53.1K -24,237 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$225K
LFCM
9
Long Focus Capital Management
Puerto Rico
$217K
Neuberger Berman Group
10
Neuberger Berman Group
New York
$165K
AF
11
Apexium Financial
Texas
$143K
BlackRock
12
BlackRock
New York
$139K -$2.74K -1,251 -2%
PCM
13
Perkins Capital Management
Minnesota
$109K +$12.1K +5,500 +12%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$107K
State Street
15
State Street
Massachusetts
$97K
Northern Trust
16
Northern Trust
Illinois
$86.1K +$428 +195 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$75.3K
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$45.9K
Citadel Advisors
19
Citadel Advisors
Florida
$24K -$2.59K -1,181 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$22K
Osaic Holdings
21
Osaic Holdings
Arizona
$2.17K
VWM
22
Venturi Wealth Management
Texas
$2.17K +$546 +249 +33%
Morgan Stanley
23
Morgan Stanley
New York
$1.63K -$42.7K -19,491 -96%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K +$553 +252 New
WPA
25
West Paces Advisors
Georgia
$293