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552 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

25% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $16.6M

4% more funds holding

Funds holding: 529552 (+23)

1.72% more ownership

Funds ownership: 96.51%98.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0% less capital invested

Capital invested by funds: $19.7B → $19.7B (-$90.1M)

10% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 204

Holders
552
Holders Change
+23
Holders Change %
+4.35%
% of All Funds
8.76%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
501
IMA Advisory Services
Colorado
$9.6K
RIM
502
Ranger Investment Management
Texas
$8.87K
WPA
503
West Paces Advisors
Georgia
$8.87K
HGERS
504
Householder Group Estate & Retirement Specialist
Arizona
$8.37K +$8.57K +34 New
ADL
505
Asset Dedication LLC
California
$8K
First Manhattan
506
First Manhattan
New York
$7.97K +$9.58K +38 New
TAM
507
Tucker Asset Management
Colorado
$7.88K
NFSG
508
Newbridge Financial Services Group
Florida
$7.63K -$2.27K -9 -23%
WT
509
Washington Trust
Rhode Island
$7.39K +$252 +1 +3%
HWA
510
HHM Wealth Advisors
Tennessee
$7.14K
GWSG
511
GPS Wealth Strategies Group
Colorado
$7.14K
EBA
512
Eagle Bay Advisors
New York
$6.65K
TC
513
Truvestments Capital
Florida
$6.4K
GWS
514
Glassman Wealth Services
Virginia
$6.16K +$504 +2 +9%
CA
515
Clearstead Advisors
Ohio
$5.91K -$141K -559 -96%
CTC
516
Central Trust Company
Missouri
$5.42K +$5.54K +22 New
FGAM
517
Financial Gravity Asset Management
Texas
$5.24K -$57.5K -228 -91%
Jones Financial Companies
518
Jones Financial Companies
Missouri
$5.17K +$5.29K +21 New
CT
519
Colonial Trust
South Carolina
$5.16K
AA
520
Ancora Advisors
Ohio
$4.92K
CBT
521
Central Bank & Trust
Kentucky
$4.92K
OC
522
Oakworth Capital
Alabama
$4.43K -$13.1K -52 -74%
FAM
523
Flaharty Asset Management
Florida
$4.43K +$4.54K +18 New
CPG
524
Cornerstone Planning Group
New Jersey
$4.19K -$756 -3 -15%
OLVIG
525
Oliver Lagore Vanvalin Investment Group
Michigan
$4.19K +$2.77K +11 +183%