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Intercontinental Exchange

1,256 hedge funds and large institutions have $52.8B invested in Intercontinental Exchange in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 494 increasing their positions, 492 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-13
Holders Change %
-1.02%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.74%
New
100
Increased
494
Reduced
492
Closed
91
Calls
$136M
Puts
$99.7M
Net Calls
+$35.9M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
926
Lion Street Advisors
Texas
$339K +$129K +1,236 +61%
BIA
927
Benchmark Investment Advisors
Illinois
$339K -$193K -1,851 -36%
WAM
928
Wolverine Asset Management
Illinois
$333K +$13.1K +126 +4%
EWA
929
EverSource Wealth Advisors
Alabama
$333K -$20.1K -193 -6%
IAP
930
Indie Asset Partners
Indiana
$332K -$88.2K -846 -21%
4WM
931
44 Wealth Management
Oregon
$332K +$332K +3,180 New
PWP
932
Phillips Wealth Planners
Mississippi
$329K +$46.9K +432 +17%
GFP
933
Gryphon Financial Partners
Ohio
$327K -$9.7K -93 -3%
OIA
934
OneDigital Investment Advisors
Kansas
$327K -$233K -2,235 -42%
HI
935
Horizon Investments
North Carolina
$327K -$255K -2,446 -44%
CWM
936
Calamos Wealth Management
Illinois
$321K -$13.1K -126 -4%
USCWA
937
U.S. Capital Wealth Advisors
Texas
$319K +$28.2K +270 +10%
PVI
938
Pine Valley Investments
New Jersey
$319K +$319K +3,003 New
VST
939
Van Strum & Towne
California
$313K
MA
940
MYDA Advisors
New York
$313K +$313K +3,000 New
NP
941
NorthRock Partners
Minnesota
$312K -$78.1K -749 -20%
CPW
942
Crestmont Private Wealth
Texas
$312K +$44.5K +427 +17%
Verition Fund Management
943
Verition Fund Management
Connecticut
$311K -$696K -6,676 -69%
PP
944
Paloma Partners
Connecticut
$310K +$310K +2,977 New
SWA
945
SFMG Wealth Advisors
Texas
$310K -$2.29M -21,911 -88%
WPW
946
Waldron Private Wealth
Pennsylvania
$309K +$45.1K +432 +17%
CP
947
Covenant Partners
Tennessee
$308K +$308K +2,957 New
GLR
948
Great Lakes Retirement
Ohio
$308K +$308K +2,956 New
FWA
949
FSM Wealth Advisors
Ohio
$308K -$56.2K -539 -15%
SWM
950
SeaCrest Wealth Management
New York
$307K +$2.5K +24 +0.8%