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Intercontinental Exchange

1,292 hedge funds and large institutions have $56.1B invested in Intercontinental Exchange in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 540 increasing their positions, 432 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,292
Holders Change
+19
Holders Change %
+1.49%
% of All Funds
20.6%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
118
Increased
540
Reduced
432
Closed
82
Calls
$725M
Puts
$233M
Net Calls
+$492M
Net Calls Change
+$448M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
951
Phillips Wealth Planners
Mississippi
$371K +$33.2K +303 +10%
BCWM
952
Bartlett & Co Wealth Management
Ohio
$368K
BC
953
Bartlett & Co
Ohio
$368K
SIM
954
Sentry Investment Management
Wisconsin
$366K -$61.9K -563 -14%
OC
955
Oppenheimer & Co
New York
$362K -$42.6K -387 -11%
FMLI
956
Fukoku Mutual Life Insurance
Japan
$362K
LAM
957
Lountzis Asset Management
Pennsylvania
$361K
SWMP
958
Signature Wealth Management Partners
New Jersey
$360K -$17.6K -160 -5%
ABC
959
Associated Banc-Corp
Wisconsin
$360K
CBT
960
CoreFirst Bank & Trust
Kansas
$356K +$50.8K +462 +17%
NFC
961
Northeast Financial Consultants
Connecticut
$354K +$330 +3 +0.1%
FCP
962
Fidelis Capital Partners
Florida
$354K +$33.6K +305 +10%
FWA
963
FSM Wealth Advisors
Ohio
$352K -$550 -5 -0.2%
WAM
964
Wolverine Asset Management
Illinois
$352K
DBT
965
Dubuque Bank & Trust
Iowa
$349K +$2.42K +22 +0.7%
SIM
966
SSI Investment Management
California
$347K -$3.3K -30 -0.9%
CPW
967
Crestmont Private Wealth
Texas
$347K -$95.7K -870 -22%
JSC
968
Jackson Square Capital
California
$347K
MYIA
969
Mount Yale Investment Advisors
Colorado
$346K +$550 +5 +0.2%
CWM
970
Cornerstone Wealth Management
Missouri
$345K +$345K +3,140 New
NP
971
NorthRock Partners
Minnesota
$345K +$49K +445 +17%
GFP
972
Gryphon Financial Partners
Ohio
$345K -$7.26K -66 -2%
BAM
973
Blueshift Asset Management
New Jersey
$340K +$340K +3,094 New
PP
974
PDS Planning
Ohio
$336K +$12.3K +112 +4%
MIM
975
Merrion Investment Management
New Jersey
$334K