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505 hedge funds and large institutions have $15.9B invested in Icon in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 195 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.96% more ownership

Funds ownership: 89.39%91.34% (+2%)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.56M

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1% less funds holding

Funds holding: 509505 (-4)

9% less capital invested

Capital invested by funds: $17.5B → $15.9B (-$1.61B)

13% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 195

Holders
505
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8.51%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
66
Increased
169
Reduced
195
Closed
63
Calls
$10.3M
Puts
$9.56M
Net Calls
+$772K
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
251
Schechter Investment Advisors
Michigan
$759K +$416K +1,854 +112%
EWM
252
Executive Wealth Management
Michigan
$747K -$69.3K -309 -8%
1W
253
1776 Wealth
Georgia
$734K -$166K -741 -18%
AWM
254
Avior Wealth Management
Nebraska
$734K
CAN
255
Cetera Advisor Networks
California
$723K +$88.3K +394 +13%
NO
256
Ninety One
South Africa
$691K -$8.07K -36 -1%
MIP
257
Marietta Investment Partners
Wisconsin
$687K +$141K +627 +25%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$673K +$6.95K +31 +1%
MOS
259
MGO One Seven
Ohio
$671K -$1.04M -4,653 -60%
CP
260
Covenant Partners
Tennessee
$664K -$156K -694 -18%
Prudential Financial
261
Prudential Financial
New Jersey
$661K +$23.3K +104 +4%
DWM
262
Dakota Wealth Management
Florida
$657K +$679K +3,030 New
AC
263
Apogem Capital
New York
$650K -$67.3K -300 -9%
CM
264
Castleark Management
Illinois
$639K -$894K -3,985 -57%
ARMT
265
Amica Retiree Medical Trust
Rhode Island
$632K +$141K +628 +27%
ASN
266
Advisory Services Network
Georgia
$626K -$11.4K -51 -2%
FL
267
Fort LP
Maryland
$605K -$553K -2,465 -47%
TA
268
Tectonic Advisors
Texas
$603K
TPCW
269
TD Private Client Wealth
New York
$602K +$164K +732 +36%
TRCT
270
Tower Research Capital (TRC)
New York
$600K +$2.69K +12 +0.4%
TF
271
TIAA FSB
Florida
$599K +$620K +2,764 New
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$594K +$72.7K +324 +13%
CW
273
CreativeOne Wealth
Kansas
$582K -$2.92K -13 -0.5%
FHB
274
First Hawaiian Bank
Hawaii
$581K +$38.8K +173 +7%
LA
275
Legacy Advisors
Pennsylvania
$574K +$242K +1,077 +69%

ICLR Hedge Fund Activity: Q2 2022 in Review

505 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q2 2022, worth a combined $15.9B — down 9.2% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ICLR positions and 63 closed out — a net gain of 3 holders — while 169 added to existing stakes and 195 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $463M. The largest seller was Wellington Management Group, cutting an estimated $127M.

  • 505 institutional investors held Icon (ICLR) as of Q2 2022, down from 509 in Q1 2022.
  • Funds reported $15.9B of Icon stock for Q2 2022, down 9.2% quarter-over-quarter.
  • 66 funds opened new Icon positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Icon buyer in Q2 2022 was Lazard Asset Management, an estimated $463M added.
  • The largest Icon seller in Q2 2022 was Wellington Management Group, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2022.