ICE Intercontinental Exchange, Inc.

NEUTRAL Impact: 5/10 Institutional Cluster
Horizon days Processed 3mo ago
Institutional cluster: 1 buyers, 3 sellers (bearish)
Final — all horizons settled through T+60d
ICE ▼ -8.47% at T+60d
NEUTRAL call ✗ call lost -8.47% · α vs SPY -17.80% · entry $164.58 → $150.64
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
+0.04%
call +0.04% · α +0.96%
$164.65
settled 3mo ago
T+5d
+0.65%
call +0.65% · α +1.86%
$165.65
settled 3mo ago
T+20d
-4.71%
call -4.71% · α +3.23%
$156.83
settled 3mo ago
T+60d
-8.47%
call -8.47% · α -17.80%
$150.64
settled 18d ago

Executive Summary

{ "summary": "Three major institutions, including quant funds RenTech and Two Sigma exiting entirely and BofA trimming nearly half its stake, collectively sold $1.27B in ICE shares during Q4 2025. This was partially offset by a new $1.42B position from sovereign investor Norges Bank. The sharp divergence — massive exits by quant funds and a passive giant reducing exposure alongside a single sovereign buyer — suggests growing institutional skepticism despite a significant new vote of confidence

Actionable Insight

LLM returned non-JSON response. Review the filing manually.

Financial Impact

Unknown

Risk Factors

  • Analysis may be incomplete

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-ICE-2025-Q4
8 reports for ICE
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +2.02%May 1, 2026
Filters
Rows
Reports for ICE — sortable, filterable
Type Now
Jun 12, 2026
today
Institutional Cluster
MIXED ★ 5/10
$138.95 awaiting T+5awaiting T+5
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$158.65 $155.17▼ −2.19%▼ −3.42%
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
$147.63 $141.42▼ −4.21%▼ −1.68%
May 20, 2026
23d ago
144
NEUTRAL ★ 2/10
$151.10 $147.63▼ −2.30%▼ −4.14%
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$158.65 $155.17▼ −2.19%▼ −3.42%
Apr 30, 2026
6w ago
8-K
BULLISH ★ 8/10
$157.58 $155.75▼ −1.16%▼ −2.89%
Feb 28, 2026
15w ago
Institutional Cluster
NEUTRAL ★ 5/10
$164.58 $165.65▲ +0.65%▲ +1.86%
Feb 20, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$153.92 $164.13▲ +6.63%▲ +7.08%
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (48h 13m)

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