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Intercontinental Exchange
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Overview Fund Activity

1,418 hedge funds and large institutions have $69B invested in Intercontinental Exchange in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 517 increasing their positions, 504 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
+126
Holders Change %
+9.75%
% of All Funds
20.79%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.75%
New
234
Increased
517
Reduced
504
Closed
86
Calls
$492M
Puts
$205M
Net Calls
+$287M
Net Calls Change
-$205M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.96B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$546M
3
Capital World Investors
Capital World Investors
California
+$325M
4
DZ Bank
DZ Bank
Germany
+$230M
5
Parnassus Investments
Parnassus Investments
California
+$208M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$155B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$412M
3
TP
Third Point
New York
-$217M
4
Ameriprise
Ameriprise
Minnesota
-$212M
5
ICP
Inclusive Capital Partners
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSS
1126
Mitchell Sinkler & Starr
Pennsylvania
$247K +$247K +1,925 New
BWM
1127
Baron Wealth Management
Michigan
$247K -$27.7K -216 -10%
PCP
1128
Proficio Capital Partners
Massachusetts
$246K +$9.25K +72 +4%
PWM
1129
Power Wealth Management
Georgia
$245K +$245K +1,909 New
BFC
1130
Bedel Financial Consulting
Indiana
$243K – – –
CFP
1131
Catalyst Financial Partners
Massachusetts
$243K +$243K +1,894 New
MCM
1132
Manchester Capital Management
Vermont
$241K +$17.6K +137 +8%
IIM
1133
Ipswich Investment Management
Massachusetts
$239K +$239K +1,858 New
MIM
1134
Meixler Investment Management
Arizona
$238K -$7.32K -57 -3%
CAM
1135
Cidel Asset Management
Ontario, Canada
$237K +$237K +1,848 New
LC
1136
Lindbrook Capital
California
$237K +$49.4K +385 +26%
CCA
1137
Childress Capital Advisors
Texas
$236K – – –
BCA
1138
Bay Colony Advisors
Massachusetts
$236K +$236K +1,839 New
LAM
1139
L2 Asset Management
Massachusetts
$236K +$236K +1,834 New
LFA
1140
Legacy Financial Advisors
Kentucky
$235K +$235K +1,829 New
ETIA
1141
Epic Trust Investment Advisors
Washington
$234K +$234K +1,822 New
TFS
1142
Thoroughbred Financial Services
Tennessee
$233K – – –
IWM
1143
IHT Wealth Management
Illinois
$233K +$233K +1,814 New
LAS
1144
Lloyd Advisory Services
Georgia
$233K +$233K +1,813 New
CIG
1145
Cascade Investment Group
Colorado
$232K +$232K +1,809 New
DWA
1146
Delap Wealth Advisory
Oregon
$232K +$232K +1,805 New
SWA
1147
SOA Wealth Advisors
New York
$232K +$128 +1 +0.1%
ICP
1148
Interchange Capital Partners
Pennsylvania
$231K -$18.5K -144 -7%
BSC
1149
Brown Shipley & Co
United Kingdom
$231K +$14.1K +110 +7%
WMWM
1150
Whitaker-Myers Wealth Managers
Ohio
$231K +$231K +1,796 New
44 45
46
47 48