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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
SOW
401
State of Wyoming
Wyoming
$6K +$5.92K +30 New
CT
402
Caldwell Trust
Florida
$5.11K
AssetMark Inc
403
AssetMark Inc
California
$5K -$38.1K -193 -89%
AA
404
AlphaMark Advisors
Kentucky
$5K
CFD
405
Creative Financial Designs
Indiana
$5K
TFM
406
TFC Financial Management
Massachusetts
$5K
AF
407
Allworth Financial
California
$4K -$197 -1 -5%
KFI
408
Key Financial Inc
Pennsylvania
$4K
LWM
409
Liberty Wealth Management
California
$4K
WP
410
WealthShield Partners
North Carolina
$4K +$3.95K +20 New
AWM
411
Accel Wealth Management
Iowa
$3K
BAM
412
Bellevue Asset Management
Washington
$3K
CFFP
413
Center for Financial Planning
Michigan
$3K
RIM
414
Ranger Investment Management
Texas
$3K
TCWM
415
Total Clarity Wealth Management
Illinois
$3K +$2.96K +15 New
GEA
416
Glen Eagle Advisors
New Jersey
$2.16K
JCM
417
Jacobi Capital Management
Pennsylvania
$2K
PWMG
418
Prestige Wealth Management Group
New Jersey
$2K
PAM
419
Panagora Asset Management
Massachusetts
$2K +$1.58K +8 New
HCP
420
Hexagon Capital Partners
Arkansas
$1K
SIA
421
SkyView Investment Advisors
New Jersey
$1K
CAL
422
Capital Analysts LLC
Pennsylvania
$1K +$987 +5 New
SC
423
Sierra Capital
Florida
$1K +$1.19K +6 New
BBHC
424
Brown Brothers Harriman & Co
New York
$19 -$80.7K -409 -81%
Lord, Abbett & Co
425
Lord, Abbett & Co
New Jersey
-$21.6M -110,918 Closed