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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$1.87B
2
Citadel Advisors
Citadel Advisors
Florida
$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
Victory Capital Management
Texas
$163M
5
Artisan Partners
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
Franklin Resources
California
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$1.89M -$168K -683 -8%
BSB
227
Bangor Savings Bank
Maine
$1.88M -$61.1K -248 -3%
SS
228
Simplicity Solutions
Minnesota
$1.87M +$1.5M +6,099 +405%
BFG
229
Bleakley Financial Group
New Jersey
$1.87M +$1.5M +6,099 +405%
TPW
230
Transatlantique Private Wealth
New York
$1.82M +$8.8K +36 +0.5%
SWS
231
SYSTM Wealth Solutions
Illinois
$1.79M +$143K +581 +9%
AI
232
Atria Investments
North Carolina
$1.79M +$110K +448 +7%
FA
233
FDx Advisors
Illinois
$1.76M -$111K -450 -6%
CIP
234
Chartwell Investment Partners
Pennsylvania
$1.71M +$237K +963 +16%
COI
235
Connable Office Inc
Michigan
$1.69M +$427K +1,735 +34%
LOPW
236
Live Oak Private Wealth
North Carolina
$1.69M +$7.39K +30 +0.4%
KCM
237
Kennedy Capital Management
Missouri
$1.69M +$175K +710 +12%
FNBOO
238
First National Bank of Omaha
Nebraska
$1.67M -$117K -477 -7%
BIAS
239
Beacon Investment Advisory Services
New Jersey
$1.6M – – –
Two Sigma Investments
240
Two Sigma Investments
New York
$1.55M – – –
Prudential Financial
241
Prudential Financial
New Jersey
$1.54M +$155K +628 +11%
GH
242
GAM Holding
Switzerland
$1.53M – – –
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$1.53M – – –
WTA
244
Washington Trust Advisors
Massachusetts
$1.53M -$7.39K -30 -0.5%
SO
245
STRS Ohio
Ohio
$1.51M +$263K +1,067 +21%
PCS
246
Personal CFO Solutions
New Jersey
$1.49M +$153K +622 +11%
SG Americas Securities
247
SG Americas Securities
New York
$1.48M -$133K -542 -8%
TAM
248
Tealwood Asset Management
Minnesota
$1.38M -$24.6K -100 -2%
CP
249
Cumberland Partners
Ontario, Canada
$1.35M +$246K +1,000 +22%
AAM
250
Advisors Asset Management
Colorado
$1.3M -$101K -411 -7%
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