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Intercontinental Exchange

1,162 hedge funds and large institutions have $55.7B invested in Intercontinental Exchange in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 492 increasing their positions, 391 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
20.46%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.56%
New
122
Increased
492
Reduced
391
Closed
79
Calls
$176M
Puts
$144M
Net Calls
+$32M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
1126
Walled Lake Planning & Wealth Management
Illinois
$8K
SGAM
1127
Smith Group Asset Management
Texas
$8K +$747 +7 +10%
JMF
1128
Johnson Midwest Financial
Iowa
$7K
FPS
1129
Fieldpoint Private Securities
Connecticut
$6K -$11.4K -110 -65%
HDIM
1130
Hanson & Doremus Investment Management
Vermont
$6K
CFN
1131
Cordasco Financial Network
Florida
$6K
ADIM
1132
Alpha DNA Investment Management
Maryland
$6K +$5K +50 +500%
PFGIA
1133
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$104 -1 -2%
MLFP
1134
MPS Loria Financial Planners
Illinois
$5K
VNA
1135
Valley National Advisers
Pennsylvania
$5K
AWM
1136
Atticus Wealth Management
Florida
$5K +$114 +1 +2%
KFS
1137
Kelly Financial Services
Massachusetts
$4.58K
LWA
1138
Lenox Wealth Advisors
New York
$4K -$17.6K -141 -82%
EWM
1139
Endurance Wealth Management
Rhode Island
$4K
WAS
1140
Winch Advisory Services
Wisconsin
$4K
SFA
1141
Semmax Financial Advisors
North Carolina
$4K +$4K +40 New
SIS
1142
Sound Income Strategies
Florida
$3.91K +$3.91K +35 New
BBHC
1143
Brown Brothers Harriman & Co
New York
$3.48K +$1 +5 +0%
UFF
1144
USA Financial Formulas
Michigan
$3K -$130 -1 -4%
ATC
1145
Adirondack Trust Company
New York
$3K
TJHA
1146
Thomas J. Herzfeld Advisors
Florida
$2K
TFM
1147
TFC Financial Management
Massachusetts
$2K
AFS
1148
Annapolis Financial Services
Maryland
$2K
KFP
1149
KB Financial Partners
New Jersey
$2K +$2K +15 New
LCM
1150
Logan Capital Management
Pennsylvania
$2K +$2K +16 New