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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$234M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$180M
5
Franklin Resources
Franklin Resources
California
$455M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$132M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$484K
3
Wellington Management Group
Wellington Management Group
Massachusetts
$443M
4
BlackRock
BlackRock
New York
$54.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPIM
226
Brant Point Investment Management
New York
$2.94M -$2.94M -14,000 -50%
MWAM
227
Manhattan West Asset Management
California
$2.76M -$391K -1,864 -12%
EWA
228
Exencial Wealth Advisors
Oklahoma
$2.71M +$359K +1,711 +15%
VCA
229
Verdence Capital Advisors
Maryland
$2.65M +$247K +1,176 +10%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65M -$729K -3,477 -22%
BC
231
Burney Company
Virginia
$2.45M -$550K -2,621 -18%
HJIM
232
Henry James International Management
New York
$2.27M -$1.2M -5,724 -35%
PCP
233
Pacific Capital Partners
$2.23M -$30.2M -143,820 -93%
CP
234
Cumberland Partners
Ontario, Canada
$2.2M -$2.94M -14,025 -57%
CG
235
Cynosure Group
Utah
$2.17M +$1.92M +9,142 +752%
GT
236
Glenmede Trust
Pennsylvania
$2.05M +$27.5K +131 +1%
AI
237
Atria Investments
North Carolina
$2.02M +$14.3K +68 +0.7%
AAS
238
Avantax Advisory Services
Texas
$1.95M +$286K +1,362 +17%
URS
239
Utah Retirement Systems
Utah
$1.93M – – –
PI
240
Pettee Investors
Connecticut
$1.91M – – –
SA
241
Sanctuary Advisors
Indiana
$1.87M +$232K +1,150 +14%
CCIA
242
Campbell & Co Investment Adviser
Maryland
$1.79M +$829K +3,954 +87%
LOPW
243
Live Oak Private Wealth
North Carolina
$1.78M +$317K +1,513 +22%
LRPA
244
L. Roy Papp & Associates
Arizona
$1.78M -$1.29M -6,143 -42%
ZB
245
Zions Bancorporation
Utah
$1.76M +$1.29M +6,164 +274%
BCMO
246
Buckingham Capital Management (Ohio)
Ohio
$1.76M -$90.4K -431 -5%
SCA
247
Snowden Capital Advisors
New York
$1.75M -$267K -1,271 -13%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$1.75M +$317K +1,510 +22%
HF
249
HRT Financial
New York
$1.72M -$2.19M -10,463 -56%
II
250
Inspire Investing
Idaho
$1.71M +$329K +1,568 +24%
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