422 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, 160 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
7.43%
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
160
Reduced
130
Closed
55
Calls
$54.6M
Puts
$30.5M
Net Calls
+$24M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SignatureFD
Georgia
$53K -$9.1K -46 -15%
GWSG
352
GPS Wealth Strategies Group
Colorado
$46K +$46K +236 New
VFA
353
Valeo Financial Advisors
Indiana
$40K -$198 -1 -0.5%
IFAM
354
Institutional & Family Asset Management
Colorado
$40K +$38K +195 +1,950%
LWA
355
Lenox Wealth Advisors
New York
$35K
ACM
356
Allred Capital Management
Texas
$33.2K +$33.2K +169 New
MWC
357
MBM Wealth Consultants
Missouri
$32K
HNB
358
Huntington National Bank
Ohio
$32K +$593 +3 +2%
MA
359
MUFG Americas
New York
$30K
BDWM
360
Brewin Dolphin Wealth Management
Ireland
$29.5K +$29.5K +150 New
HIA
361
Harbor Investment Advisory
Maryland
$29K
QCG
362
Quadrant Capital Group
Ohio
$27K -$579 -3 -2%
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
EI
364
Ellevest Inc
New York
$27K
EWA
365
Evolution Wealth Advisors
Florida
$27K +$27K +137 New
California State Teachers Retirement System (CalSTRS)
366
California State Teachers Retirement System (CalSTRS)
California
$26K +$198 +1 +0.8%
SFSIG
367
San Francisco Sentry Investment Group
California
$26K +$4.89K +25 +23%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$26K +$10.6K +56 +69%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$22K
HFA
370
HC Financial Advisors
California
$20K -$20K -100 -50%
NIC
371
Northwest Investment Counselors
Oregon
$20K +$20K +100 New
FHA
372
First Horizon Advisors
Tennessee
$18K -$6.44K -34 -26%
SQA
373
Simon Quick Advisors
New Jersey
$18K
AWA
374
Arkadios Wealth Advisors
Georgia
$18K +$15.3K +81 +579%
LC
375
Lindbrook Capital
California
$16K