ICE icon

Intercontinental Exchange
ICE

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
$6.29B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.11B
3
Capital World Investors
Capital World Investors
California
$1.24B
4
DZ Bank
DZ Bank
Germany
$306M
5
Parnassus Investments
Parnassus Investments
California
$1.08B

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$156M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.55B
3
TP
Third Point
New York
$89.9M
4
Ameriprise
Ameriprise
Minnesota
$327M
5
ICP
Inclusive Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1376
Kayne Anderson Rudnick Investment Management
California
$5.03K +$4.13K +32 +457%
FG
1377
Fairman Group
Pennsylvania
$4.88K +$4.88K +38 New
APC
1378
Aspire Private Capital
North Carolina
$4.75K +$4.75K +37 New
RG
1379
Retirement Group
California
$4.62K +$4.62K +36 New
DF
1380
Dunhill Financial
United Kingdom
$4.45K +$4.45K +35 New
TFM
1381
TFC Financial Management
Massachusetts
$4.37K – – –
NSG
1382
Nalls Sherbakoff Group
Tennessee
$4.24K – – –
IGWM
1383
ICA Group Wealth Management
Colorado
$4.04K +$4.04K +31 New
CSB
1384
City State Bank
Iowa
$4K – – –
FMP
1385
Financial Management Professionals
Texas
$4K +$2.32K +18 +138%
FRA
1386
Frank Rimerman Advisors
California
$3.6K +$3.6K +28 New
JSAM
1387
J. Safra Asset Management
New York
$3.6K +$3.6K +28 New
LF
1388
Lee Financial
Texas
$3.47K – – –
JPWM
1389
Jamison Private Wealth Management
Georgia
$3.47K – – –
B
1390
Birchbrook
Maine
$3.34K +$3.34K +26 New
DPW
1391
DiNuzzo Private Wealth
Pennsylvania
$3.21K +$3.21K +25 New
NCM
1392
Northwest Capital Management
Oregon
$3.08K – – –
HGERS
1393
Householder Group Estate & Retirement Specialist
Arizona
$3K -$16.1K -156 -84%
EC
1394
EdgeRock Capital
Colorado
$2.96K +$2.96K +23 New
WAS
1395
Winch Advisory Services
Wisconsin
$2.51K +$125 +1 +5%
IHWM
1396
Iron Horse Wealth Management
Iowa
$2.44K – – –
HCM
1397
Hollencrest Capital Management
California
$2.31K – – –
LCM
1398
Logan Capital Management
Pennsylvania
$2.18K -$2.06K -16 -48%
AFS
1399
Annapolis Financial Services
Maryland
$2.06K – – –
AW
1400
Avion Wealth
Texas
$2K -$1.05K -10 -34%
54 55
56
57 58