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421 hedge funds and large institutions have $9.08B invested in Icon in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

9% more funds holding

Funds holding: 388421 (+33)

3% more capital invested

Capital invested by funds: $8.83B → $9.08B (+$256M)

3% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $3.7M

0.41% more ownership

Funds ownership: 87.83%88.24% (+0.41%)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
421
Holders Change
+33
Holders Change %
+8.51%
% of All Funds
7.45%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
68
Increased
131
Reduced
138
Closed
29
Calls
$3.8M
Puts
$3.7M
Net Calls
+$97K
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Childress Capital Advisors
Texas
$13K +$12.7K +65 New
FHC
377
First Horizon Corporation
Tennessee
$12K -$978 -5 -7%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$12K
CHA
379
Carmichael Hill & Associates
Maryland
$11K
MCM
380
MV Capital Management
Maryland
$10K
PB
381
Pinnacle Bancorp
Nebraska
$10K
NFG
382
Next Financial Group
Texas
$10K +$10.2K +52 New
TAIM
383
TD Ameritrade Investment Management
Nebraska
$9K -$1.17K -6 -11%
BWP
384
Baldwin Wealth Partners
Massachusetts
$8K
CFN
385
Cordasco Financial Network
Florida
$8K
CI
386
CX Institutional
Indiana
$8K
IAS
387
IMA Advisory Services
Colorado
$8K
DWP
388
Destiny Wealth Partners
Florida
$8K +$8.02K +41 New
WPA
389
West Paces Advisors
Georgia
$7.02K
WT
390
Whittier Trust
California
$7K
HR
391
Howe & Rusling
New York
$6K -$2.15K -11 -26%
TIAM2
392
Tru Independence Asset Management 2
Oregon
$6K +$5.67K +29 New
RWA
393
Ropes Wealth Advisors
Massachusetts
$6K +$6.45K +33 New
CT
394
Caldwell Trust
Florida
$5.07K
AA
395
AlphaMark Advisors
Kentucky
$5K
CFD
396
Creative Financial Designs
Indiana
$5K
MAM
397
Meeder Asset Management
Ohio
$5K
SIAG
398
Safeguard Investment Advisory Group
California
$5K +$5.67K +29 New
BAM
399
Bellevue Asset Management
Washington
$4K
TFM
400
TFC Financial Management
Massachusetts
$4K