503 hedge funds and large institutions have $15.9B invested in Icon in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8.51%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
66
Increased
169
Reduced
194
Closed
63
Calls
$10.3M
Puts
$9.56M
Net Calls
+$772K
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
351
EP Wealth Advisors
California
$262K +$262K +1,209 New
AO
352
Advisor OS
Illinois
$261K -$18.4K -85 -7%
1WM
353
1900 Wealth Management
Texas
$260K
AP
354
Advisor Partners
California
$256K +$868 +4 +0.3%
Cerity Partners
355
Cerity Partners
New York
$254K +$47.5K +219 +23%
KWM
356
Kolinsky Wealth Management
New Jersey
$252K +$32.1K +148 +15%
YIH
357
Y-Intercept (HK)
Hong Kong
$250K +$250K +1,155 New
PIM
358
Penobscot Investment Management
Massachusetts
$249K
PI
359
PEAK6 Investments
Illinois
$249K +$248K +990 +33,000%
TAM
360
Trillium Asset Management
Massachusetts
$248K
PIM
361
Perpetual Investment Management
Australia
$248K
WKSWA
362
White Knight Strategic Wealth Advisors
New Jersey
$245K
WJWM
363
Williams Jones Wealth Management
New York
$244K +$3.25K +15 +1%
RCA
364
Resonant Capital Advisors
Wisconsin
$242K +$65K +300 +37%
Treasurer of the State of North Carolina
365
Treasurer of the State of North Carolina
North Carolina
$239K +$239K +1,101 New
PNC
366
Park National Corp
Ohio
$233K -$651 -3 -0.3%
BBW
367
Blue Barn Wealth
Utah
$231K +$6.29K +29 +3%
JE
368
JMAC Enterprises
Pennsylvania
$221K
GGS
369
Galvin Gaustad & Stein
Arizona
$218K
PWMAG
370
Pinnacle Wealth Management Advisory Group
New Jersey
$217K
MSCM
371
McElhenny Sheffield Capital Management
Texas
$217K
VPIM
372
Vanguard Personalized Indexing Management
California
$215K -$112K -518 -34%
HH
373
Hilltop Holdings
Texas
$207K -$1.95K -9 -0.9%
ABC
374
Associated Banc-Corp
Wisconsin
$206K
SBIA
375
Sheaff Brock Investment Advisors
Indiana
$204K