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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
AF
401
Allworth Financial
California
$4K +$196 +1 +5%
LWM
402
Liberty Wealth Management
California
$4K +$782 +4 +25%
KFI
403
Key Financial Inc
Pennsylvania
$4K +$3.71K +19 New
RIM
404
Ranger Investment Management
Texas
$3K -$1.37K -7 -29%
TFGT
405
TS Financial Group (TSFG)
Illinois
$3K -$587 -3 -17%
CFFP
406
Center for Financial Planning
Michigan
$3K
AWM
407
Accel Wealth Management
Iowa
$3K +$2.93K +15 New
ONST
408
Old North State Trust
North Carolina
$3K +$2.93K +15 New
GEA
409
Glen Eagle Advisors
New Jersey
$2.15K +$2.15K +11 New
AWA
410
Arkadios Wealth Advisors
Georgia
$2K -$1.37K -7 -33%
IFAM
411
Institutional & Family Asset Management
Colorado
$2K
JCM
412
Jacobi Capital Management
Pennsylvania
$2K
PWMG
413
Prestige Wealth Management Group
New Jersey
$2K
HCP
414
Hexagon Capital Partners
Arkansas
$1K
PMFA
415
Plante Moran Financial Advisors
Michigan
$1K +$782 +4 New
Kayne Anderson Rudnick Investment Management
416
Kayne Anderson Rudnick Investment Management
California
$1K +$978 +5 New
SIA
417
SkyView Investment Advisors
New Jersey
$1K +$978 +5 New
DAC
418
Dividend Assets Capital
South Carolina
$1K +$1.17K +6 New
SSWG
419
Seven Springs Wealth Group
Tennessee
$1K +$1.17K +6 New
BSSFA
420
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.56K +8 New
SC
421
Solstein Capital
California
$207 -$106K -540 -34%
LCM
422
Legato Capital Management
California
-$7.9M -41,323 Closed
WP
423
Woodline Partners
California
-$4.51M -23,580 Closed
Two Sigma Advisers
424
Two Sigma Advisers
New York
-$4.13M -21,630 Closed
BIM
425
Bogle Investment Management
Massachusetts
-$3.33M -17,444 Closed