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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
2
Millennium Management
Millennium Management
New York
+$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Franklin Resources
Franklin Resources
California
+$107M
5
Artisan Partners
Artisan Partners
Wisconsin
+$78.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
2
ClearBridge Investments
ClearBridge Investments
New York
-$85.9M
3
American Century Companies
American Century Companies
Missouri
-$71.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$67.4M
5
SCM
Steadfast Capital Management
New York
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Aigen Investment Management
New York
$774K +$774K +3,626 New
WI
277
WrapManager Inc
California
$770K +$173K +810 +29%
CPIG
278
Chicago Partners Investment Group
Illinois
$747K +$747K +3,618 New
PAG
279
Private Advisor Group
New Jersey
$739K +$739K +3,459 New
DI
280
DAGCO Inc
Ohio
$738K -$69.4K -325 -9%
AWM
281
Avior Wealth Management
Nebraska
$730K – – –
XT
282
XTX Topco
Cayman Islands
$729K +$729K +3,415 New
DWM
283
Dakota Wealth Management
Florida
$723K +$19K +89 +3%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$721K +$3.85K +18 +0.5%
WG
285
Winton Group
United Kingdom
$714K +$714K +3,344 New
AWAU
286
Alliance Wealth Advisors (Utah)
Utah
$713K +$48.5K +227 +7%
GC
287
Guggenheim Capital
Illinois
$711K -$2.45M -11,458 -77%
HKIM
288
Hayek Kallen Investment Management
Alabama
$695K -$373K -1,745 -35%
IAIM
289
International Assets Investment Management
Florida
$690K +$189K +885 +38%
UCFA
290
United Capital Financial Advisors
Texas
$683K -$285K -1,334 -29%
Zurich Cantonal Bank
291
Zurich Cantonal Bank
Switzerland
$682K -$221K -1,035 -24%
TWC
292
TD Waterhouse Canada
Ontario, Canada
$662K -$10.5K -48 -2%
Aviva
293
Aviva
United Kingdom
$659K -$1.67M -7,836 -72%
ASN
294
Advisory Services Network
Georgia
$658K +$3.42K +16 +0.5%
KCM
295
Kennedy Capital Management
Missouri
$654K – – –
PFO
296
Pathstone Family Office
New Jersey
$625K -$1.03M -4,799 -62%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$623K -$5.48M -25,678 -90%
OIA
298
OneDigital Investment Advisors
Kansas
$623K +$623K +2,918 New
CIM
299
Chiron Investment Management
New York
$615K +$243K +1,136 +65%
LWAM
300
Legacy Wealth Asset Management
Minnesota
$612K +$163K +765 +36%
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