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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 %
MBFW
1226
Morton Brown Family Wealth
Pennsylvania
$3.23K +$3.23K +31 New
ECM
1227
Everence Capital Management
Indiana
$3.06K
MA
1228
MCF Advisors
Kentucky
$3.03K
ADL
1229
Asset Dedication LLC
California
$3K +$3K +25 New
TFM
1230
TFC Financial Management
Massachusetts
$2.92K +$939 +9 +47%
LF
1231
Lee Financial
Texas
$2.82K -$626 -6 -18%
TCA
1232
Trifecta Capital Advisors
Illinois
$2.61K
TFA
1233
Toth Financial Advisory
Virginia
$2.61K +$2.61K +25 New
GCM
1234
Gables Capital Management
Florida
$2.4K +$2.4K +23 New
DI
1235
Disciplined Investments
Oklahoma
$2.29K -$104 -1 -4%
RDIA
1236
RE Dickinson Investment Advisors
Iowa
$2K
WAS
1237
Winch Advisory Services
Wisconsin
$2K
IHWM
1238
Iron Horse Wealth Management
Iowa
$1.98K +$1.98K +19 New
HCM
1239
Hollencrest Capital Management
California
$1.88K
AIP
1240
Ahrens Investment Partners
Louisiana
$1.88K +$1.88K +18 New
CP
1241
Castleview Partners
Texas
$1.77K -$155K -1,402 -99%
AFS
1242
Annapolis Financial Services
Maryland
$1.67K
IFAM
1243
Institutional & Family Asset Management
Colorado
$1.67K +$1.67K +16 New
FSWA
1244
Financial Synergies Wealth Advisors
Texas
$1.57K
OLVIG
1245
Oliver Lagore Vanvalin Investment Group
Michigan
$1.56K
RTL
1246
Red Tortoise LLC
Georgia
$1.46K -$24.7K -237 -94%
AA
1247
Altman Advisors
Illinois
$1.17K +$46 +439 +4%
WP
1248
WealthPLAN Partners
Nebraska
$1.15K +$1.15K +11 New
DCBT
1249
Dakota Community Bank & Trust
North Dakota
$1.04K
BG
1250
Bollard Group
Massachusetts
$1K