596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$578K -$124K -440 -18%
AAM
352
Advisors Asset Management
Colorado
$575K -$921K -3,253 -62%
Acadian Asset Management
353
Acadian Asset Management
Massachusetts
$569K +$325K +1,150 +133%
AO
354
Advisor OS
Illinois
$568K +$56.6K +200 +11%
FB
355
Fulton Bank
Pennsylvania
$560K +$1.13K +4 +0.2%
UCFA
356
United Capital Financial Advisors
Texas
$559K +$222K +783 +66%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$548K +$32.8K +116 +6%
PS
358
Principal Securities
Iowa
$546K +$546K +1,930 New
IWC
359
Integrated Wealth Concepts
Massachusetts
$546K -$51.5K -182 -9%
FAIM
360
Financial Advocates Investment Management
Washington
$545K +$5.66K +20 +1%
DADC
361
D.A. Davidson & Co
Montana
$540K +$16.4K +58 +3%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$529K -$136K -479 -20%
MCC
363
Malaga Cove Capital
California
$515K +$119K +420 +30%
GC
364
Guggenheim Capital
Illinois
$510K -$28.6K -101 -5%
PCM
365
Prelude Capital Management
New York
$510K +$24.3K +86 +5%
HT
366
Headlands Technologies
Illinois
$487K +$424K +1,499 +675%
CIBC Asset Management
367
CIBC Asset Management
Ontario, Canada
$483K -$27.7K -98 -5%
CAM
368
Cresset Asset Management
Illinois
$474K +$12.7K +45 +3%
LA
369
Legacy Advisors
Pennsylvania
$472K -$138K -489 -23%
SC
370
Steph & Co
Wisconsin
$472K -$1.13K -4 -0.2%
YC
371
Yarbrough Capital
Tennessee
$470K
GGA
372
Granite Group Advisors
Connecticut
$469K +$469K +1,411 New
LNC
373
Lincoln National Corp
Pennsylvania
$468K +$22.1K +78 +5%
AT
374
American Trust
Kentucky
$461K -$34.3K -121 -7%
MFIM
375
Mesirow Financial Investment Management
Illinois
$460K +$460K +1,625 New