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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 %
YWM
1176
Yoder Wealth Management
California
$216K +$216K +1,679 New
NSIM
1177
North Star Investment Management
Illinois
$216K – – –
VAF
1178
Values Added Financial
District of Columbia
$214K +$214K +1,670 New
CWA
1179
CM Wealth Advisors
Ohio
$214K +$214K +1,665 New
AL
1180
Aspiriant LLC
California
$214K -$42.4K -330 -17%
WF
1181
Welch & Forbes
Massachusetts
$214K +$214K +1,663 New
AFG
1182
Atomi Financial Group
New York
$214K +$214K +1,663 New
PCIG
1183
Partners Capital Investment Group
Massachusetts
$212K +$212K +1,655 New
WFA
1184
Wellspring Financial Advisors
Ohio
$210K +$210K +1,636 New
CWM
1185
Congress Wealth Management
Massachusetts
$210K +$210K +1,635 New
GI
1186
GAMCO Investors
Connecticut
$209K -$107K -835 -34%
WMA
1187
West Michigan Advisors
Michigan
$209K +$209K +1,628 New
SWS
1188
SYSTM Wealth Solutions
Illinois
$209K +$209K +1,628 New
BFEC
1189
Benjamin F. Edwards & Company
Missouri
$209K +$117K +915 +128%
CWP
1190
Concord Wealth Partners
Virginia
$207K -$3.34K -26 -2%
RIL
1191
Rothschild Investment LLC
Illinois
$207K +$207K +1,612 New
C
1192
Certuity
Florida
$206K +$206K +1,605 New
AAS
1193
Ameritas Advisory Services
Nebraska
$205K +$205K +1,527 New
LW
1194
Linscomb Wealth
Texas
$203K +$203K +1,582 New
DWM
1195
Drive Wealth Management
Utah
$203K +$203K +1,578 New
NHT
1196
New Hampshire Trust
New Hampshire
$202K +$202K +1,572 New
DLA
1197
Douglas Lane & Associates
New York
$201K +$201K +1,564 New
FFC
1198
First Financial Corp
Indiana
$201K – – –
PAG
1199
Paladin Advisory Group
Iowa
$200K – – –
SWC
1200
Spectrum Wealth Counsel
Indiana
$200K +$200K +1,557 New
46 47
48
49 50