507 hedge funds and large institutions have $19.1B invested in Icon in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 209 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+61
Holders Change %
+13.68%
% of All Funds
8.9%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.4%
New
122
Increased
209
Reduced
112
Closed
54
Calls
$60.7M
Puts
$18.8M
Net Calls
+$41.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
476
West Oak Capital
California
$8K +$8K +30 New
GRP
477
Global Retirement Partners
California
$7K -$1.4K -5 -17%
CFD
478
Creative Financial Designs
Indiana
$7K
LWP
479
Lumature Wealth Partners
Georgia
$7K
PO
480
Private Ocean
California
$7K +$7K +26 New
TFM
481
TFC Financial Management
Massachusetts
$6K
KFI
482
Key Financial Inc
Pennsylvania
$5K
AF
483
Allworth Financial
California
$5K
AF
484
Advisornet Financial
Minnesota
$5K +$5K +19 New
AA
485
Ancora Advisors
Ohio
$5K +$5K +20 New
RIM
486
Ranger Investment Management
Texas
$4K
TCWM
487
Total Clarity Wealth Management
Illinois
$4K +$4K +15 New
HFM
488
Hartford Financial Management
Connecticut
$4K +$4K +17 New
LWA
489
Lenox Wealth Advisors
New York
$3K -$51K -170 -94%
JCM
490
Jacobi Capital Management
Pennsylvania
$3K
PWMG
491
Prestige Wealth Management Group
New Jersey
$3K +$250 +1 +9%
M
492
MOTCO
Texas
$3K +$3K +11 New
GPA
493
Guidance Point Advisors
Massachusetts
$3K +$3K +13 New
GEA
494
Glen Eagle Advisors
New Jersey
$2.88K
IFAM
495
Institutional & Family Asset Management
Colorado
$2K -$15.8K -63 -89%
SC
496
Sierra Capital
Florida
$2K
HCP
497
Hexagon Capital Partners
Arkansas
$2K
BCA
498
Berman Capital Advisors
Georgia
$1K +$1K +4 New
LF
499
Lee Financial
Texas
$1K +$1K +4 New
ACM
500
AUA Capital Management
Pennsylvania
$1K +$1K +4 New