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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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
126
Strategic Asset Management
Minnesota
$4K +$180 +4 +5%
TIM
127
Tevis Investment Management
Texas
$4K +$4K +90 New
CWC
128
Carolinas Wealth Consulting
North Carolina
$1K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
TF
130
TimeScale Financial
Massachusetts
$1K +$1K +16 New
TCWM
131
Total Clarity Wealth Management
Illinois
$1K +$1K +26 New
Lazard Asset Management
132
Lazard Asset Management
New York
$1K +$1K +30 New
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$1K +$1K +34 New
KFS
134
Kelly Financial Services
Massachusetts
$515 – – –
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212 – – –
BBHC
136
Brown Brothers Harriman & Co
New York
$12 +$3 +58 +33%
Marshall Wace
137
Marshall Wace
United Kingdom
– -$1.12M -22,320 Closed
SW
138
SVB Wealth
Massachusetts
– -$942K -18,861 Closed
SBIA
139
Sheaff Brock Investment Advisors
Indiana
– -$306K -6,123 Closed
CAM
140
Cresset Asset Management
Illinois
– -$275K -5,500 Closed
BCM
141
Bluefin Capital Management
New York
– -$229K -4,581 Closed
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
– -$229K -4,577 Closed
WPW
143
Warther Private Wealth
Ohio
– -$231K -4,511 Closed
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
– -$215K -4,314 Closed
TNB
145
Thomasville National Bank
Georgia
– -$212K -4,250 Closed
APWA
146
Atlas Private Wealth Advisors
New Jersey
– -$81K -1,626 Closed
AWA
147
Arkadios Wealth Advisors
Georgia
– -$24K -497 Closed
CPC
148
Consolidated Planning Corp
Georgia
– -$22K -445 Closed
HF
149
Halpern Financial
Virginia
– -$4.1K -82 Closed
JFA
150
JNBA Financial Advisors
Minnesota
– -$3K -64 Closed
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