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ICLR

Overview Fund Activity

386 hedge funds and large institutions have $8.83B invested in Icon in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 155 reducing their positions, and 30 closing their positions.

Holders
386
Holders Change
+9
Holders Change %
+2.39%
% of All Funds
7.81%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
42
Increased
117
Reduced
155
Closed
30
Calls
$6.4M
Puts
$3.52M
Net Calls
+$2.88M
Net Calls Change
+$5.27M

Top Buyers

1
CGI
1
Comgest Global Investors
France
$401M
2
Polen Capital Management
2
Polen Capital Management
Florida
$104M
3
MWNA
3
Marshall Wace North America
New York
$47.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$33.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$436M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$171M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$19.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$101K 552 +6 +1%
CIM
302
Chiron Investment Management
New York
$96K 500 -100 -17%
BC
303
Bartlett & Co
Ohio
$96K 500 – –
BCWM
304
Bartlett & Co Wealth Management
Ohio
$95.5K 500 – –
CFB
305
Cullen/Frost Bankers
Texas
$93K 489 +410 +519%
CAL
306
Capital Advisors Ltd
Ohio
$90K 471 -314 -40%
EIP
307
Ellis Investment Partners
Pennsylvania
$83K 438 – –
TFA
308
Toth Financial Advisory
Virginia
$76K 400 – –
QT
309
Quantbot Technologies
New York
$72K 378 -170 -31%
CFA
310
Carroll Financial Associates
North Carolina
$70K 370 – –
FMP
311
Financial Management Professionals
Texas
$69K 363 -78 -18%
BBHC
312
Brown Brothers Harriman & Co
New York
$68K 355 -8 -2%
APWM
313
Atlas Private Wealth Management
New York
$67K 350 – –
CFGS
314
Concourse Financial Group Securities
Alabama
$64K 336 -29 -8%
S
315
SignatureFD
Georgia
$62K 322 +33 +11%
IA
316
IFP Advisors
Florida
$59K 310 -3 -1%
CH
317
Canton Hathaway
Rhode Island
$56K 293 +293 New
TF
318
TimeScale Financial
Massachusetts
$55K 281 – –
Robeco Institutional Asset Management
319
Robeco Institutional Asset Management
Netherlands
$48K 249 -125 -33%
GRP
320
Global Retirement Partners
California
$48K 250 -56 -18%
CIM
321
Contravisory Investment Management
Massachusetts
$47K 247 – –
AAP
322
Arax Advisory Partners
Colorado
$45K 236 +10 +4%
FCH
323
Freestone Capital Holdings
Washington
$44K 230 +230 New
VFA
324
Valeo Financial Advisors
Indiana
$39K 206 -43 -17%
HFA
325
HC Financial Advisors
California
$38K 200 – –
11 12
13
14 15