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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
CIM
351
Contravisory Investment Management
Massachusetts
$55K +$4.94K +25 +10%
S
352
SignatureFD
Georgia
$53K -$9.08K -46 -15%
GWSG
353
GPS Wealth Strategies Group
Colorado
$46K +$46.6K +236 New
VFA
354
Valeo Financial Advisors
Indiana
$40K -$197 -1 -0.5%
IFAM
355
Institutional & Family Asset Management
Colorado
$40K +$38.5K +195 +1,950%
LWA
356
Lenox Wealth Advisors
New York
$35K
ACM
357
Allred Capital Management
Texas
$33.2K +$33.4K +169 New
MWC
358
MBM Wealth Consultants
Missouri
$32K
HNB
359
Huntington National Bank
Ohio
$32K +$592 +3 +2%
MA
360
MUFG Americas
New York
$30K
BDWM
361
Brewin Dolphin Wealth Management
Ireland
$29.5K +$29.6K +150 New
HIA
362
Harbor Investment Advisory
Maryland
$29K
QCG
363
Quadrant Capital Group
Ohio
$27K -$592 -3 -2%
EI
364
Ellevest Inc
New York
$27K
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
EWA
366
Evolution Wealth Advisors
Florida
$27K +$27K +137 New
California State Teachers Retirement System (CalSTRS)
367
California State Teachers Retirement System (CalSTRS)
California
$26K +$197 +1 +0.8%
SFSIG
368
San Francisco Sentry Investment Group
California
$26K +$4.94K +25 +23%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$26K +$11.1K +56 +69%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$22K
HFA
371
HC Financial Advisors
California
$20K -$19.7K -100 -50%
NIC
372
Northwest Investment Counselors
Oregon
$20K +$19.7K +100 New
FHA
373
First Horizon Advisors
Tennessee
$18K -$6.71K -34 -26%
SQA
374
Simon Quick Advisors
New Jersey
$18K
AWA
375
Arkadios Wealth Advisors
Georgia
$18K +$16K +81 +579%