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32 hedge funds and large institutions have $9.17M invested in IRIDEX in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3132 (+1)

2% more capital invested

Capital invested by funds: $9.03M → $9.17M (+$143K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.81% less ownership

Funds ownership: 21.89%20.09% (-1.8%)

73% less call options, than puts

Call options by funds: $57K | Put options by funds: $215K

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
7
Closed
4
Calls
$57K
Puts
$215K
Net Calls
-$158K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
PAPAIJV
1
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.81M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.57M
Renaissance Technologies
3
Renaissance Technologies
New York
$1.17M +$5.25K +2,000 +0.5%
AE
4
AMH Equity
New York
$1.11M -$633K -241,103 -38%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$339K +$23.4K +8,932 +8%
AIP
6
ARS Investment Partners
New York
$308K +$100K +38,250 +54%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$298K +$142K +53,961 +104%
LFCM
8
Long Focus Capital Management
Puerto Rico
$281K
BCM
9
Bridgeway Capital Management
Texas
$217K
AF
10
Apexium Financial
Texas
$185K
BlackRock
11
BlackRock
New York
$157K +$7.91K +3,012 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$136K -$79.9K -30,441 -39%
State Street
13
State Street
Massachusetts
$126K
PCM
14
Perkins Capital Management
Minnesota
$113K -$394 -150 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$97.5K
Northern Trust
16
Northern Trust
Illinois
$79.7K -$28K -10,659 -27%
Wolverine Trading
17
Wolverine Trading
Illinois
$49K -$35.7K -13,605 -44%
XT
18
XTX Topco
Cayman Islands
$41.4K +$38.7K +14,729 New
HighTower Advisors
19
HighTower Advisors
Illinois
$29K
Citadel Advisors
20
Citadel Advisors
Florida
$19.8K +$18.2K +6,932 +7,002%
UBS Group
21
UBS Group
Switzerland
$19.1K +$17.8K +6,791 New
Simplex Trading
22
Simplex Trading
Illinois
$10K +$9.36K +3,566 New
Morgan Stanley
23
Morgan Stanley
New York
$3.88K +$1.65K +628 +84%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.81K
TRCT
25
Tower Research Capital (TRC)
New York
$2.5K -$1.93K -735 -45%