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ICLR

Overview Fund Activity

386 hedge funds and large institutions have $8.83B invested in Icon in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 155 reducing their positions, and 30 closing their positions.

Holders
386
Holders Change
+9
Holders Change %
+2.39%
% of All Funds
7.81%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
42
Increased
117
Reduced
155
Closed
30
Calls
$6.4M
Puts
$3.52M
Net Calls
+$2.88M
Net Calls Change
+$5.27M

Top Buyers

1
CGI
1
Comgest Global Investors
France
$401M
2
Polen Capital Management
2
Polen Capital Management
Florida
$104M
3
MWNA
3
Marshall Wace North America
New York
$47.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$33.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$436M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$171M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$19.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMT
226
First Mercantile Trust
Tennessee
$517K 2,616 -450 -15%
CG
227
CFO4Life Group
Texas
$510K 2,668 +669 +33%
AWM
228
Avior Wealth Management
Nebraska
$496K 2,600 +580 +29%
CP
229
Covenant Partners
Tennessee
$495K 2,591 -164 -6%
GHA
230
GW Henssler & Associates
Georgia
$495K 2,593 +90 +4%
Creative Planning
231
Creative Planning
Kansas
$491K 2,568 +512 +25%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$483K 2,530 +31 +1%
MPAM
233
Monarch Partners Asset Management
Massachusetts
$482K 2,521 +630 +33%
CAN
234
Cetera Advisor Networks
California
$463K 2,425 -86 -3%
IWA
235
Intercontinental Wealth Advisors
Texas
$456K 2,388 -388 -14%
RFA
236
Reilly Financial Advisors
California
$452K 2,365 – –
PAS
237
Park Avenue Securities
New York
$448K 2,345 +194 +9%
William Blair & Company
238
William Blair & Company
Illinois
$443K 2,320 +80 +4%
VIA
239
Vident Investment Advisory
Georgia
$438K 2,293 -223 -9%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$431K 2,255 +44 +2%
ST
241
Somerset Trust
Pennsylvania
$427K 2,237 – –
AIC
242
Archer Investment Corporation
Indiana
$420K 2,200 – –
GCP
243
GSA Capital Partners
United Kingdom
$415K 2,171 +2,171 New
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$411K 2,153 +352 +20%
KAS
245
Kestra Advisory Services
Texas
$398K 24 +24 New
AIM
246
Aigen Investment Management
New York
$396K 2,072 -10,440 -83%
Fayez Sarofim & Co
247
Fayez Sarofim & Co
Texas
$394K 2,060 – –
CSIC
248
Clifford Swan Investment Counsel
California
$375K 1,960 – –
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$375K 1,963 +1,963 New
AWM
250
Altium Wealth Management
New York
$374K 1,957 +66 +3%
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