596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
276
Redmond Asset Management
Virginia
$1.27M +$77K +272 +6%
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$1.27M +$695K +2,455 +121%
CP
278
Covenant Partners
Tennessee
$1.27M -$42.2K -149 -3%
Zurich Cantonal Bank
279
Zurich Cantonal Bank
Switzerland
$1.26M -$7.93K -28 -0.6%
TF
280
TLWM Financial
Texas
$1.24M +$566 +2 +0%
CCM
281
Coldstream Capital Management
Washington
$1.24M +$752K +2,658 +155%
EI
282
Ethic Inc
New York
$1.24M +$378K +1,336 +44%
FIM
283
Freedom Investment Management
Connecticut
$1.18M -$148K -524 -11%
X
284
Xponance
Pennsylvania
$1.16M -$34.8K -123 -3%
MC
285
Montag & Caldwell
Georgia
$1.15M -$5.1K -18 -0.4%
SIA
286
Schechter Investment Advisors
Michigan
$1.15M -$125K -440 -10%
FHB
287
First Hawaiian Bank
Hawaii
$1.13M +$43.3K +153 +4%
DWM
288
Dakota Wealth Management
Florida
$1.11M +$42.5K +150 +4%
CIM
289
Confluence Investment Management
Missouri
$1.09M -$79.5K -281 -7%
M
290
MOTCO
Texas
$1.08M +$717K +2,532 +196%
CB
291
Cadence Bank
Mississippi
$1.08M
NL
292
NWAM LLC
Washington
$1.08M
RG
293
Rathbones Group
United Kingdom
$1.08M
GCA
294
Greenwood Capital Associates
South Carolina
$1.06M -$37.1K -131 -3%
O
295
Ossiam
France
$1.04M +$129K +454 +14%
ECM
296
Endurant Capital Management
California
$1.04M +$1.04M +3,659 New
TFS
297
Thoroughbred Financial Services
Tennessee
$1.03M -$21.2K -75 -2%
BCMO
298
Buckingham Capital Management (Ohio)
Ohio
$1.02M +$469K +1,657 +85%
AWAU
299
Alliance Wealth Advisors (Utah)
Utah
$1.01M +$3.4K +12 +0.3%
OIA
300
OneDigital Investment Advisors
Kansas
$1.01M +$173K +612 +21%