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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
QI
326
Qtron Investments
Massachusetts
$201K +$202K +1,023 New
TCM
327
Tributary Capital Management
Nebraska
$201K +$203K +1,026 New
PA
328
Parallel Advisors
California
$183K +$1.38K +7 +0.8%
SPIA
329
Steward Partners Investment Advisory
New York
$172K -$4.74K -24 -3%
CFB
330
Cullen/Frost Bankers
Texas
$160K +$64.2K +325 +66%
SWM
331
Spire Wealth Management
Virginia
$148K +$149K +755 New
KFP
332
KB Financial Partners
New Jersey
$130K +$130K +661 New
HI
333
Harbour Investments
Wisconsin
$130K +$131K +662 New
BG
334
Bollard Group
Massachusetts
$115K
SC
335
Steph & Co
Wisconsin
$108K
BCWM
336
Bartlett & Co Wealth Management
Ohio
$98.2K
BC
337
Bartlett & Co
Ohio
$98K
CAL
338
Capital Advisors Ltd
Ohio
$92K
SFS
339
Sowell Financial Services
Arkansas
$87K +$26.7K +135 +53%
EIP
340
Ellis Investment Partners
Pennsylvania
$86K
IAIM
341
International Assets Investment Management
Florida
$83K
CFGS
342
Concourse Financial Group Securities
Alabama
$80K +$5.92K +30 +8%
RWB
343
RMR Wealth Builders
New Jersey
$73K
CFA
344
Carroll Financial Associates
North Carolina
$72K
FMP
345
Financial Management Professionals
Texas
$70K +$1.38K +7 +2%
APWM
346
Atlas Private Wealth Management
New York
$69K +$49.4K +250 +250%
FFA
347
Freedman Financial Associates
Massachusetts
$68K
FF
348
FourThought Financial
Florida
$63K +$1.38K +7 +2%
IA
349
IFP Advisors
Florida
$57K -$3.75K -19 -6%
TF
350
TimeScale Financial
Massachusetts
$55K