528 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
8.33%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.35%
New
64
Increased
186
Reduced
197
Closed
64
Calls
$16.6M
Puts
$9.04M
Net Calls
+$7.6M
Net Calls Change
-$6.05M
Name Holding Trade Value Shares
Change
Shares
Change %
BRC
326
Bishop Rock Capital
New York
$489K -$807K -3,226 -62%
O
327
Ossiam
France
$482K +$258K +1,030 +115%
GIM
328
Groesbeck Investment Management
New Jersey
$474K
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$469K -$261K -1,042 -36%
1W
330
1776 Wealth
Georgia
$451K -$35.5K -142 -7%
ZB
331
Zions Bancorporation
Utah
$445K +$28.3K +113 +7%
WWP
332
WR Wealth Planners
Missouri
$444K +$17.3K +69 +4%
PI
333
PGGM Investments
Netherlands
$440K -$121K -484 -22%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$439K -$15.5K -62 -3%
CSIC
335
Clifford Swan Investment Counsel
California
$437K
YC
336
Yarbrough Capital
Tennessee
$416K
CAMG
337
CWA Asset Management Group
Florida
$409K +$1.75K +7 +0.4%
HNB
338
Huntington National Bank
Ohio
$409K +$90.8K +363 +29%
LNC
339
Lincoln National Corp
Pennsylvania
$407K -$10.5K -42 -3%
WT
340
Whittier Trust
California
$401K +$53.8K +215 +15%
SC
341
Steph & Co
Wisconsin
$400K +$59.8K +239 +18%
CAM
342
Cresset Asset Management
Illinois
$389K +$389K +1,554 New
DI
343
DFPG Investments
Utah
$383K -$254K -1,027 -40%
AT
344
American Trust
Kentucky
$380K -$11.3K -45 -3%
FW
345
FirstPurpose Wealth
Utah
$377K -$62.3K -249 -14%
SS
346
Simplicity Solutions
Minnesota
$377K +$11.5K +46 +3%
BFG
347
Bleakley Financial Group
New Jersey
$377K +$13.8K +55 +4%
MCM
348
MAI Capital Management
Ohio
$376K -$10.5K -42 -3%
V
349
Veritable
Delaware
$369K +$11.3K +45 +3%
NAM
350
NorthCrest Asset Manangement
Minnesota
$368K -$12.5K -50 -3%