670 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 228 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+28
Holders Change %
+4.36%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
248
Reduced
228
Closed
51
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
201
Charles Schwab
California
$6.01M -$4.26M -13,579 -41%
YIH
202
Y-Intercept (HK)
Hong Kong
$5.96M +$5.96M +19,017 New
ET
203
Equitable Trust
Tennessee
$5.91M -$99.7K -318 -2%
PAM
204
Panagora Asset Management
Massachusetts
$5.85M +$5.85M +18,667 New
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$5.84M -$21.2M -67,571 -78%
AMI
206
Amica Mutual Insurance
Rhode Island
$5.68M
ERP
207
Eldred Rock Partners
Texas
$5.67M +$2.05M +6,525 +56%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$5.61M +$77.1K +246 +1%
HJIM
209
Henry James International Management
New York
$5.6M -$1.82M -5,810 -25%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$5.56M -$2.4M -7,647 -30%
SW
211
Simplicity Wealth
New Jersey
$5.36M -$5.64K -18 -0.1%
BFG
212
Bleakley Financial Group
New Jersey
$5.36M -$5.64K -18 -0.1%
MML Investors Services
213
MML Investors Services
Massachusetts
$5.36M +$874K +2,789 +19%
CP
214
Cumberland Partners
Ontario, Canada
$5.33M +$2.42M +7,705 +83%
OAM
215
Oppenheimer Asset Management
New York
$5.28M -$1.47M -4,696 -22%
RBC
216
Romano Brothers & Co
Illinois
$5.28M -$313K -1,000 -6%
NTIC
217
Napean Trading & Investment Company
Singapore
$5.27M +$2.6M +8,298 +97%
OPCM
218
Osborne Partners Capital Management
California
$5.23M +$183K +584 +4%
KCM
219
Kennedy Capital Management
Missouri
$5.17M +$1.12M +3,588 +28%
Dimensional Fund Advisors
220
Dimensional Fund Advisors
Texas
$5.1M +$344K +1,097 +7%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$5.04M -$302K -964 -6%
LCM
222
Laurion Capital Management
New York
$5M +$5M +15,952 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$4.92M +$281K +896 +6%
WCA
224
Westover Capital Advisors
Delaware
$4.88M -$62.1K -198 -1%
LRPA
225
L. Roy Papp & Associates
Arizona
$4.64M +$5.02K +16 +0.1%