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 %
SIM
376
Sentry Investment Management
Wisconsin
$459K +$459K +1,621 New
CSIC
377
Clifford Swan Investment Counsel
California
$459K -$35.7K -126 -7%
CB
378
Commerce Bank
Missouri
$456K +$23.2K +82 +5%
VPIM
379
Vanguard Personalized Indexing Management
California
$455K +$32K +113 +8%
MCM
380
MAI Capital Management
Ohio
$451K +$24.6K +87 +6%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$447K +$9.34K +33 +2%
FW
382
FirstPurpose Wealth
Utah
$430K -$7.64K -27 -2%
PWPS
383
Pinnacle Wealth Planning Services
Ohio
$427K +$3.68K +13 +0.9%
NAM
384
NorthCrest Asset Manangement
Minnesota
$416K
PCIA
385
Prime Capital Investment Advisors
Kansas
$416K +$416K +1,470 New
TSS
386
Two Sigma Securities
New York
$407K +$100K +355 +33%
CC
387
Centiva Capital
New York
$403K +$30.6K +108 +8%
PA
388
Parallel Advisors
California
$399K +$3.96K +14 +1%
CAMG
389
CWA Asset Management Group
Florida
$399K +$2.55K +9 +0.6%
Nisa Investment Advisors
390
Nisa Investment Advisors
Missouri
$396K +$396K +1,400 New
BPCE
391
Bank Pictet & Cie (Europe)
Germany
$393K -$291K -1,027 -42%
HH
392
Hilltop Holdings
Texas
$393K +$27.2K +96 +7%
BRWA
393
B. Riley Wealth Advisors
Florida
$387K -$177K -625 -31%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$386K +$53.5K +189 +16%
AAS
395
Avantax Advisory Services
Texas
$384K +$4.81K +17 +1%
FFO
396
Fiduciary Family Office
Florida
$384K +$384K +1,357 New
NA
397
NewEdge Advisors
Louisiana
$379K +$2.4K +9 +0.6%
PNC
398
Park National Corp
Ohio
$367K
1WM
399
1900 Wealth Management
Texas
$367K
FRM
400
Fox Run Management
Connecticut
$358K -$423K -1,496 -54%