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 %
TPCW
301
TD Private Client Wealth
New York
$940K -$168K -595 -15%
RJT
302
Raymond James Trust
Florida
$934K +$1.13K +4 +0.1%
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$923K -$148K -522 -14%
ONB
304
Old National Bancorp
Indiana
$923K -$54.3K -192 -6%
CM
305
Castleark Management
Illinois
$917K
PAG
306
Private Advisor Group
New Jersey
$908K +$31.4K +111 +4%
Aviva
307
Aviva
United Kingdom
$866K -$2.27K -8 -0.3%
NRD
308
Nebula Research & Development
New York
$866K +$866K +3,061 New
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$861K -$46.4K -164 -5%
Allianz Asset Management
310
Allianz Asset Management
Germany
$859K -$62.3K -220 -7%
HAG
311
HighPoint Advisor Group
Illinois
$857K +$857K +2,600 New
PWG
312
Portside Wealth Group
Utah
$850K +$22.1K +78 +3%
PAI
313
Pittenger & Anderson Inc
Nebraska
$803K +$803K +2,835 New
ASN
314
Advisory Services Network
Georgia
$794K -$123K -434 -13%
Jennison Associates
315
Jennison Associates
New York
$792K +$792K +2,797 New
TA
316
Tectonic Advisors
Texas
$788K
HKIM
317
Hayek Kallen Investment Management
Alabama
$784K -$14.2K -50 -2%
SBF
318
Sara-Bay Financial
Florida
$783K +$46.1K +163 +6%
WT
319
Whittier Trust
California
$765K +$44.7K +158 +6%
IAIM
320
International Assets Investment Management
Florida
$755K -$52.9K -187 -7%
TCM
321
Tributary Capital Management
Nebraska
$754K -$72.5K -256 -9%
BHCM
322
Brevan Howard Capital Management
Jersey
$753K +$753K +2,660 New
VEA
323
Virtus ETF Advisers
New York
$743K -$116K -411 -14%
MIP
324
Marietta Investment Partners
Wisconsin
$741K +$50.1K +177 +7%
CA
325
Cetera Advisors
Colorado
$737K -$6.51K -23 -0.9%