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660 hedge funds and large institutions have $22.4B invested in Icon in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 238 increasing their positions, 245 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $82.9M | Put options by funds: $20.1M

1.33% more ownership

Funds ownership: 93.68%95.01% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 245

2% less funds holding

Funds holding: 673660 (-13)

8% less capital invested

Capital invested by funds: $24.2B → $22.4B (-$1.88B)

13% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 75

42% less funds holding in top 10

Funds holding in top 10: 2615 (-11)

Holders
660
Holders Change
-13
Holders Change %
-1.93%
% of All Funds
9.48%
Holding in Top 10
15
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-42.31%
% of All Funds
0.22%
New
65
Increased
238
Reduced
245
Closed
75
Calls
$82.9M
Puts
$20.1M
Net Calls
+$62.9M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
226
L. Roy Papp & Associates
Arizona
$4.2M -$53.6K -170 -1%
EGA
227
Eagle Global Advisors
Texas
$4.17M
BC
228
Burney Company
Virginia
$4.11M -$54.6K -173 -1%
SF
229
Synovus Financial
Georgia
$4.04M +$643K +2,040 +17%
EP
230
Eversept Partners
New York
$3.93M +$324K +1,026 +8%
SI
231
Shaker Investments
Ohio
$3.81M +$1.31M +4,156 +46%
PAI
232
Pittenger & Anderson Inc
Nebraska
$3.8M +$765K +2,427 +22%
SIA
233
SeaBridge Investment Advisors
New Jersey
$3.68M +$22.1K +70 +0.5%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$3.59M -$16.7K -53 -0.4%
MYIA
235
Mount Yale Investment Advisors
Colorado
$3.49M -$312K -991 -8%
AMI
236
Amica Mutual Insurance
Rhode Island
$3.4M -$1.99M -6,306 -35%
VCA
237
Verdence Capital Advisors
Maryland
$3.3M +$195K +619 +6%
PCP
238
Pacific Capital Partners
$3.29M
SIA
239
SGL Investment Advisors
Montana
$3.23M +$5.1M +16,165 New
EWA
240
Exencial Wealth Advisors
Oklahoma
$3.21M -$77.3K -245 -2%
GT
241
Glenmede Trust
Pennsylvania
$2.77M -$9.46K -30 -0.3%
SCA
242
Snowden Capital Advisors
New York
$2.76M -$186K -589 -6%
Osaic Holdings
243
Osaic Holdings
Arizona
$2.75M -$255K -808 -8%
AI
244
Atria Investments
North Carolina
$2.75M +$59.9K +190 +2%
PAS
245
Park Avenue Securities
New York
$2.66M -$25.9K -82 -0.9%
URS
246
Utah Retirement Systems
Utah
$2.64M
PI
247
Pettee Investors
Connecticut
$2.61M
VF
248
Virtu Financial
New York
$2.6M +$950K +3,012 +50%
JA
249
JLB & Associates
Michigan
$2.56M +$92.7K +294 +3%
BCMO
250
Buckingham Capital Management (Ohio)
Ohio
$2.53M +$788K +2,499 +40%