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ICLR

Overview Fund Activity

299 hedge funds and large institutions have $5.61B invested in Icon in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 28 closing their positions.

Holders
299
Holders Change
+19
Holders Change %
+6.79%
% of All Funds
7.47%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
52
Increased
90
Reduced
114
Closed
28
Calls
$17.9M
Puts
$5.19M
Net Calls
+$12.7M
Net Calls Change
+$19.4M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$67.8M
2
Millennium Management
2
Millennium Management
New York
$69M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$87.5M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$214M
5
Ameriprise
5
Ameriprise
Minnesota
$28.3M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$14M
2
RIM
2
Ranger Investment Management
Texas
$3K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$146M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.34M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$233M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
226
Reilly Financial Advisors
California
$307K 2,694 – –
CG
227
CFO4Life Group
Texas
$287K 2,524 +2,524 New
KI
228
Koch Industries
Kansas
$283K 2,481 -4,262 -63%
UFF
229
USA Financial Formulas
Michigan
$278K 2,437 +2,437 New
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$275K 2,413 -1,305 -35%
CSIC
231
Clifford Swan Investment Counsel
California
$268K 2,349 – –
VWA
232
V Wealth Advisors
Kansas
$265K 2,319 +2,319 New
MCIM
233
Meadow Creek Investment Management
Georgia
$260K 2,288 – –
FAAS
234
First Allied Advisory Services
California
$257K 2,255 -542 -19%
IA
235
IFP Advisors
Florida
$255K 2,242 -57 -2%
AIM
236
Advantage Investment Management
Iowa
$253K 2,225 – –
SBIA
237
Sheaff Brock Investment Advisors
Indiana
$243K 2,130 – –
MCM
238
Murphy Capital Management
New Jersey
$239K 2,100 +2,100 New
CI
239
Cavalier Investments
Georgia
$235K 2,060 – –
CAW
240
Cornerstone Advisors (Washington)
Washington
$231K 2,031 -132 -6%
DZ Bank
241
DZ Bank
Germany
$230K 2,020 -15,598 -89%
DWA
242
Douglass Winthrop Advisors
New York
$228K 2,000 +2,000 New
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$226K 1,986 +1,986 New
HIC
244
Holderness Investments Company
North Carolina
$216K 1,900 +1,900 New
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$210K 1,841 +226 +14%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$209K 1,834 +1,834 New
VFA
247
Voya Financial Advisors
Connecticut
$208K 1,863 +1,863 New
RCM
248
Riverhead Capital Management
Delaware
$205K 1,800 – –
FCM
249
Flinton Capital Management
Pennsylvania
$189K 1,664 – –
HNB
250
Huntington National Bank
Ohio
$186K 1,636 +6 +0.4%
8 9
10
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