We are live on ! Find out more

352 hedge funds and large institutions have $6.41B invested in Icon in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

15% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $9.75M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1% more funds holding

Funds holding: 347352 (+5)

4% more capital invested

Capital invested by funds: $6.14B → $6.41B (+$272M)

0.22% less ownership

Funds ownership: 87.14%86.93% (-0.22%)

24% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 143

Holders
352
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
7.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
43
Increased
109
Reduced
143
Closed
34
Calls
$11.2M
Puts
$9.75M
Net Calls
+$1.44M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
251
Commonwealth Bank of Australia
Australia
$286K
PAS
252
Park Avenue Securities
New York
$280K -$39.5K -290 -13%
AIM
253
Advantage Investment Management
Iowa
$280K
CSIC
254
Clifford Swan Investment Counsel
California
$273K -$47.6K -349 -15%
Creative Planning
255
Creative Planning
Kansas
$263K -$61.9K -454 -19%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$255K +$255K +1,869 New
KWM
257
Kingsview Wealth Management
Oregon
$251K +$250K +1,837 New
LTFS
258
Ladenburg Thalmann Financial Services
Florida
$246K -$64.9K -476 -21%
SSA
259
Schonfeld Strategic Advisors
New York
$246K +$245K +1,800 New
WJA
260
Williams Jones & Associates
New York
$243K
HIC
261
Holderness Investments Company
North Carolina
$236K
AP
262
Advisor Partners
California
$235K +$1.64K +12 +0.7%
PAG
263
Private Advisor Group
New Jersey
$232K +$231K +1,696 New
BBNA
264
Bremer Bank National Association
Minnesota
$231K +$231K +1,692 New
RWA
265
Redhawk Wealth Advisors
Minnesota
$226K
HAG
266
HighPoint Advisor Group
Illinois
$218K +$216K +1,587 New
ECM
267
ETrade Capital Management
Virginia
$218K +$217K +1,593 New
HH
268
Hilltop Holdings
Texas
$214K -$4.63K -34 -2%
CS
269
Comerica Securities
Michigan
$212K -$71.4K -524 -25%
FCFC
270
First Commonwealth Financial Corp
Pennsylvania
$212K
FAAS
271
First Allied Advisory Services
California
$207K +$202K +1,480 New
BCM
272
BTC Capital Management
Iowa
$204K +$204K +1,494 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$190K +$1.64K +12 +0.9%
Asset Management One
274
Asset Management One
Japan
$178K
RFC
275
Regions Financial Corp
Alabama
$162K -$6K -44 -4%