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ICLR

Overview Fund Activity

377 hedge funds and large institutions have $7.77B invested in Icon in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 171 reducing their positions, and 37 closing their positions.

Holders
377
Holders Change
+11
Holders Change %
+3.01%
% of All Funds
7.75%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
50
Increased
100
Reduced
171
Closed
37
Calls
$6.8M
Puts
$9.18M
Net Calls
-$2.38M
Net Calls Change
-$7.57M

Top Buyers

1
PG
1
Pendal Group
Australia
$339M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$360M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$647M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$187M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$30.6M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$103M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$411M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
301
Bartlett & Co
Ohio
$84K 500 – –
FMP
302
Financial Management Professionals
Texas
$74K 441 +441 New
EIP
303
Ellis Investment Partners
Pennsylvania
$73K 438 – –
TFA
304
Toth Financial Advisory
Virginia
$67K 400 – –
Robeco Institutional Asset Management
305
Robeco Institutional Asset Management
Netherlands
$63K 374 -6,624 -95%
CFA
306
Carroll Financial Associates
North Carolina
$62K 370 – –
BBHC
307
Brown Brothers Harriman & Co
New York
$61K 363 +8 +2%
CFGS
308
Concourse Financial Group Securities
Alabama
$61K 365 +36 +11%
APWM
309
Atlas Private Wealth Management
New York
$59K 350 – –
RWB
310
RMR Wealth Builders
New Jersey
$59K 350 +350 New
GRP
311
Global Retirement Partners
California
$52K 306 -94 -24%
IA
312
IFP Advisors
Florida
$51K 313 -54 -15%
S
313
SignatureFD
Georgia
$49K 289 +3 +1%
TF
314
TimeScale Financial
Massachusetts
$47K 281 – –
VFA
315
Valeo Financial Advisors
Indiana
$42K 249 – –
CIM
316
Contravisory Investment Management
Massachusetts
$40K 247 +247 New
AAP
317
Arax Advisory Partners
Colorado
$38K 226 -46 -17%
FC
318
FORA Capital
Florida
$37K 220 +220 New
HFA
319
HC Financial Advisors
California
$34K 200 – –
QCG
320
Quadrant Capital Group
Ohio
$33K 195 +68 +54%
HGWM
321
Harvest Group Wealth Management
Massachusetts
$32K 194 +56 +41%
LWA
322
Lenox Wealth Advisors
New York
$30K 180 -55 -23%
FHA
323
Flagship Harbor Advisors
Massachusetts
$29K 178 +178 New
MWC
324
MBM Wealth Consultants
Missouri
$28K 165 – –
SFS
325
Sowell Financial Services
Arkansas
$27K 162 -303 -65%
11 12
13
14 15