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Icahn Enterprises
IEP

Overview Fund Activity

139 hedge funds and large institutions have $12.9B invested in Icahn Enterprises in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
51
Reduced
29
Closed
16
Calls
$8.14M
Puts
$18.6M
Net Calls
-$10.4M
Net Calls Change
+$6.34M

Top Buyers

1
IC
1
Icahn Carl
Florida
$12.7B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.76M
4
N
4
Natixis
France
$2.23M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.8M

Top Sellers

1
JF
1
Jump Financial
Illinois
$259K
2
HKAM
2
Horizon Kinetics Asset Management
New York
$26.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Clearstead Advisors
Ohio
$37K – – –
IA
102
IFP Advisors
Florida
$36K – – –
AIL
103
AGF Investments LLC
Ontario, Canada
$35K +$2.35K +48 +7%
CWM
104
Cedar Wealth Management
California
$33K +$33K +660 New
HIA
105
Harbor Investment Advisory
Maryland
$29K +$1.1K +22 +4%
BWP
106
Baldwin Wealth Partners
Massachusetts
$29K +$1.1K +22 +4%
BDWM
107
Brewin Dolphin Wealth Management
Ireland
$28K +$2.07K +41 +8%
US Bancorp
108
US Bancorp
Minnesota
$27K – – –
HNWAG
109
High Net Worth Advisory Group
Florida
$21K +$21K +415 New
HI
110
Harbour Investments
Wisconsin
$16K +$486 +10 +3%
AWM
111
AllSquare Wealth Management
New York
$15K +$10.2K +212 +212%
PA
112
Parallel Advisors
California
$12K – – –
HI
113
Hudock Inc
Pennsylvania
$11K +$1.48K +31 +16%
GWM
114
Geneos Wealth Management
Colorado
$10K +$376 +8 +4%
GI
115
Gradient Investments
Minnesota
$10K +$10K +200 New
AIM
116
Anchor Investment Management
South Carolina
$8.93K +$8.93K +180 New
HFA
117
HC Financial Advisors
California
$7K – – –
LAS
118
Lloyd Advisory Services
Georgia
$7K – – –
AssetMark Inc
119
AssetMark Inc
California
$7K – – –
CWM
120
Cranbrook Wealth Management
Michigan
$7K +$255 +5 +4%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.94K – – –
First Manhattan
122
First Manhattan
New York
$6K -$18.7K -396 -76%
FWM
123
Focused Wealth Management
New York
$5K – – –
HCP
124
Hexagon Capital Partners
Arkansas
$5K – – –
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$5K +$5K +100 New
2 3 4
5
6