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Icahn Enterprises
IEP

Overview Fund Activity

108 hedge funds and large institutions have $12.7B invested in Icahn Enterprises in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
42
Reduced
17
Closed
14
Calls
$3.36M
Puts
$12.9M
Net Calls
-$9.58M
Net Calls Change
-$1.44M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.7M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.66M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.94M

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$31.9M
2
RHAM
2
Round Hill Asset Management
California
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$548K
4
SFI
4
Susquehanna Fundamental Investments
Pennsylvania
$0
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$135K +$135K +2,518 New
SM
77
SG3 Management
Puerto Rico
$107K +$107K +2,000 New
PG
78
Proffitt & Goodson
Tennessee
$106K -$113K -2,118 -52%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$83K – – –
NR
80
Newfound Research
Massachusetts
$79K -$25.4K -475 -24%
US Bancorp
81
US Bancorp
Minnesota
$78K -$8.83K -164 -10%
TWM
82
Tradition Wealth Management
Minnesota
$59K +$5.82K +109 +11%
APA
83
American Portfolios Advisors
New York
$51.8K +$8.86K +165 +21%
NFG
84
Next Financial Group
Texas
$48K +$7.76K +143 +19%
MF
85
Manchester Financial
California
$44K +$44K +820 New
CA
86
Clearstead Advisors
Ohio
$40K +$20.2K +375 +102%
AIL
87
AGF Investments LLC
Ontario, Canada
$34K +$1.77K +33 +6%
BWP
88
Baldwin Wealth Partners
Massachusetts
$27K – – –
BAMG
89
Brand Asset Management Group
Missouri
$27K – – –
RG
90
Retirement Group
California
$27K +$27K +500 New
HIA
91
Harbor Investment Advisory
Maryland
$27K +$27K +500 New
First Manhattan
92
First Manhattan
New York
$25K – – –
CWC
93
Carolinas Wealth Consulting
North Carolina
$18K – – –
IA
94
IFP Advisors
Florida
$15K -$2.6K -52 -15%
PA
95
Parallel Advisors
California
$13K +$13K +243 New
GWM
96
Geneos Wealth Management
Colorado
$11K +$344 +6 +3%
HI
97
Harbour Investments
Wisconsin
$11K +$11K +199 New
HF
98
Halpern Financial
Virginia
$8.7K – – –
HFA
99
HC Financial Advisors
California
$8K – – –
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.52K – – –
1 2 3
4
5