We are live on ! Find out more

356 hedge funds and large institutions have $6.93B invested in Icon in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 158 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

4% more funds holding

Funds holding: 342356 (+14)

2.12% more ownership

Funds ownership: 84.81%86.93% (+2.1%)

7% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.47M

2% less capital invested

Capital invested by funds: $7.05B → $6.93B (-$122M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

41% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 158

Holders
356
Holders Change
+14
Holders Change %
+4.09%
% of All Funds
7.81%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
37
Increased
94
Reduced
158
Closed
22
Calls
$10.1M
Puts
$9.47M
Net Calls
+$633K
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
AlphaMark Advisors
Kentucky
$18K +$1.54K +10 +9%
PCG
327
Private Capital Group
Connecticut
$12K -$614 -4 -5%
QCG
328
Quadrant Capital Group
Ohio
$12K
SFSIG
329
San Francisco Sentry Investment Group
California
$11K
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$11K
CTC
331
Central Trust Company
Missouri
$9K +$9.21K +60 New
TAIM
332
TD Ameritrade Investment Management
Nebraska
$8K -$1.38K -9 -15%
VFA
333
Valeo Financial Advisors
Indiana
$8K
GWS
334
Glassman Wealth Services
Virginia
$7K -$461 -3 -6%
MCM
335
MV Capital Management
Maryland
$7K
GEA
336
Glen Eagle Advisors
New Jersey
$6.63K +$6.91K +45 New
HR
337
Howe & Rusling
New York
$6K -$154 -1 -2%
CFN
338
Cordasco Financial Network
Florida
$6K
IAS
339
IMA Advisory Services
Colorado
$6K
RIM
340
Ranger Investment Management
Texas
$6K
CFB
341
Cullen/Frost Bankers
Texas
$6K +$6.14K +40 New
WPA
342
West Paces Advisors
Georgia
$5.3K
CI
343
CX Institutional
Indiana
$5K -$921 -6 -16%
RIA
344
Realta Investment Advisors
Delaware
$5K
WT
345
Whittier Trust
California
$5K
LWM
346
Liberty Wealth Management
California
$4K
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$12.4K -81 -81%
SMG
348
Spectrum Management Group
Indiana
$3K
TWA
349
TCI Wealth Advisors
Arizona
$3K +$2.76K +18 New
FRA
350
Front Row Advisors
California
$2K -$4.76K -31 -72%