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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
LC
376
Lindbrook Capital
California
$16K
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$15K +$15.2K +77 New
Simplex Trading
378
Simplex Trading
Illinois
$14K +$14.8K +75 New
NFG
379
Next Financial Group
Texas
$13K +$2.57K +13 +25%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$12K
FHC
381
First Horizon Corporation
Tennessee
$12K
CHA
382
Carmichael Hill & Associates
Maryland
$11K
MCM
383
MV Capital Management
Maryland
$10K
PB
384
Pinnacle Bancorp
Nebraska
$10K
WT
385
Whittier Trust
California
$10K +$3.16K +16 +47%
LWP
386
Lumature Wealth Partners
Georgia
$10K +$9.67K +49 New
TAIM
387
TD Ameritrade Investment Management
Nebraska
$9K
CI
388
CX Institutional
Indiana
$8K
DWP
389
Destiny Wealth Partners
Florida
$8K
IAS
390
IMA Advisory Services
Colorado
$8K
MAM
391
Meeder Asset Management
Ohio
$8K +$2.96K +15 +54%
NFSG
392
Newbridge Financial Services Group
Florida
$8K +$7.9K +40 New
WPA
393
West Paces Advisors
Georgia
$7.07K
PCG
394
Private Capital Group
Connecticut
$7K -$13.2K -67 -66%
BWP
395
Baldwin Wealth Partners
Massachusetts
$7K -$790 -4 -10%
GRP
396
Global Retirement Partners
California
$6K -$48K -243 -89%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$6K -$9.28K -47 -59%
HR
398
Howe & Rusling
New York
$6K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$6K +$5.72K +29 New
MC
400
Maverick Capital
Texas
$6K +$5.72K +29 New