We are live on ! Find out more

424 hedge funds and large institutions have $9.9B invested in Icon in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $30.5M

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $9.08B → $9.9B (+$816M)

7.26% more ownership

Funds ownership: 88.24%95.5% (+7.3%)

1% more funds holding

Funds holding: 421424 (+3)

Holders
424
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
7.45%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
62
Increased
161
Reduced
130
Closed
55
Calls
$54.6M
Puts
$30.5M
Net Calls
+$24M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$259K +$1.97K +10 +0.8%
CB
302
Commerce Bank
Missouri
$259K +$16.6K +84 +7%
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K +$3.95K +20 +2%
AAS
304
Avantax Advisory Services
Texas
$252K -$19.7K -100 -7%
CWM
305
Chesapeake Wealth Management
Virginia
$252K +$19.1K +97 +8%
WANY
306
Wealthspire Advisors (New York)
New York
$250K +$38.5K +195 +18%
CAG
307
Csenge Advisory Group
Florida
$245K +$244K +1,235 New
CPA
308
Capital Planning Advisors
California
$243K -$592 -3 -0.2%
WG
309
Winton Group
United Kingdom
$242K +$28.2K +143 +13%
ACM
310
AlphaCrest Capital Management
New York
$239K -$84.9K -430 -26%
HIS
311
Horizon Investment Services
Indiana
$233K -$2.13M -10,765 -90%
SWA
312
Stratos Wealth Advisors
Ohio
$228K +$229K +1,161 New
PIM
313
Penobscot Investment Management
Massachusetts
$226K
TD Asset Management
314
TD Asset Management
Ontario, Canada
$224K -$79.4K -402 -26%
PA
315
Pinnacle Associates
New York
$221K
VFA
316
Voya Financial Advisors
Connecticut
$219K -$406K -2,058 -65%
WJWM
317
Williams Jones Wealth Management
New York
$219K -$6.91K -35 -3%
LI
318
LVZ Inc
Michigan
$218K +$5.33K +27 +2%
Asset Management One
319
Asset Management One
Japan
$216K
BPA
320
Beacon Pointe Advisors
California
$213K +$11.6K +59 +6%
FPS
321
Fieldpoint Private Securities
Connecticut
$212K -$31K -157 -13%
LC
322
Loews Corp
New York
$212K -$27.6K -140 -11%
HIC
323
Holderness Investments Company
North Carolina
$211K -$69.1K -350 -25%
OWM
324
OneAscent Wealth Management
Alabama
$205K +$206K +1,044 New
DADC
325
D.A. Davidson & Co
Montana
$204K +$205K +1,038 New