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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.

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 Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$11.9B 221,749,462 – –
Citigroup
2
Citigroup
New York
$605M 11,266,074 +500 +0%
HKAM
3
Horizon Kinetics Asset Management
New York
$31.9M 594,421 -58,840 -9%
Morgan Stanley
4
Morgan Stanley
New York
$25.7M 477,868 +240,173 +101%
Marshall Wace
5
Marshall Wace
United Kingdom
$11.9M 221,566 +221,566 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$10.4M 192,712 +21,623 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.59M 178,427 +14,216 +9%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.97M 111,146 +34,152 +44%
Citadel Advisors
9
Citadel Advisors
Florida
$5.66M 105,279 +49,276 +88%
UBS Group
10
UBS Group
Switzerland
$5.4M 100,521 -2,400 -2%
LPL Financial
11
LPL Financial
California
$4.52M 84,071 +9,649 +13%
First Trust Advisors
12
First Trust Advisors
Illinois
$4.2M 78,224 +1,956 +3%
JAFL
13
Jay A. Fishman Ltd
Michigan
$3.75M 69,718 +339 +0.5%
TYCC
14
Texas Yale Capital Corp
Florida
$2.89M 53,790 +470 +0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.57M 47,796 +4,826 +11%
SWM
16
Strategic Wealth Management
Washington
$2.51M 46,737 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.35M 43,773 +2,300 +6%
MA
18
Mutual Advisors
Nebraska
$2.22M 41,406 -790 -2%
Bank of America
19
Bank of America
North Carolina
$2.07M 38,601 +10,342 +37%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.97M 36,616 +1,479 +4%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.95M 36,300 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.94M 36,114 +31,688 +716%
Wells Fargo
23
Wells Fargo
California
$1.82M 33,771 +8,285 +33%
BI
24
Bramshill Investments
Florida
$1.81M 33,688 +15,623 +86%
FAIM
25
Financial Advocates Investment Management
Washington
$1.73M 32,247 -472 -1%
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