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Icahn Enterprises
IEP

Overview Fund Activity

127 hedge funds and large institutions have $12.5B invested in Icahn Enterprises in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
60
Reduced
21
Closed
13
Calls
$5.05M
Puts
$21.8M
Net Calls
-$16.8M
Net Calls Change
-$8.27M

Top Buyers

1
IC
1
Icahn Carl
Florida
$12.3B
2
Morgan Stanley
2
Morgan Stanley
New York
$30.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
JF
4
Jump Financial
Illinois
$2.82M
5
UBS Group
5
UBS Group
Switzerland
$3.73M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.82M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$28M
3
HF
3
HRT Financial
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$24K – – –
CPC
102
Consolidated Planning Corp
Georgia
$22K +$22K +445 New
WQ
103
Wealth Quarterback
New Jersey
$20K +$806 +16 +4%
TRCT
104
Tower Research Capital (TRC)
New York
$20K +$20K +400 New
HI
105
Harbour Investments
Wisconsin
$16K +$502 +10 +3%
PA
106
Parallel Advisors
California
$12K – – –
GWM
107
Geneos Wealth Management
Colorado
$10K +$341 +7 +4%
HI
108
Hudock Inc
Pennsylvania
$9K +$9K +200 New
AssetMark Inc
109
AssetMark Inc
California
$8K – – –
HFA
110
HC Financial Advisors
California
$7K – – –
CWM
111
Cranbrook Wealth Management
Michigan
$7K +$265 +5 +4%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.99K – – –
FWM
113
Focused Wealth Management
New York
$5K – – –
HCP
114
Hexagon Capital Partners
Arkansas
$5K – – –
SAM
115
Strategic Asset Management
Minnesota
$5K +$5K +85 New
AWM
116
AllSquare Wealth Management
New York
$5K +$5K +100 New
HF
117
Halpern Financial
Virginia
$4.1K – – –
JFA
118
JNBA Financial Advisors
Minnesota
$3K +$3K +64 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
CWC
120
Carolinas Wealth Consulting
North Carolina
$1K +$77 +1 +8%
KFS
121
Kelly Financial Services
Massachusetts
$499 -$25.8K -518 -98%
BBHC
122
Brown Brothers Harriman & Co
New York
$9 – – –
HF
123
HRT Financial
New York
– -$764K -13,904 Closed
TCM
124
Tuttle Capital Management
Connecticut
– -$601K -10,921 Closed
Bessemer Group
125
Bessemer Group
New Jersey
– -$550K -10,000 Closed
2 3 4
5
6