ICLR icon

Icon
ICLR

Overview Fund Activity

419 hedge funds and large institutions have $9.08B invested in Icon in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+33
Holders Change %
+8.55%
% of All Funds
7.43%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.2%
New
68
Increased
131
Reduced
138
Closed
29
Calls
$3.8M
Puts
$3.7M
Net Calls
+$97K
Net Calls Change
-$2.79M

Top Buyers

1
CGI
Comgest Global Investors
France
$474M
2
Fidelity International
Fidelity International
Bermuda
$161M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$778M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.9M
5
Polen Capital Management
Polen Capital Management
Florida
$122M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$389M
2
AllianceBernstein
AllianceBernstein
Tennessee
$305M
3
Renaissance Technologies
Renaissance Technologies
New York
$456M
4
PG
Pendal Group
Australia
$374M
5
Boston Partners
Boston Partners
Massachusetts
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
301
Williams Jones Wealth Management
New York
$224K – – –
ABC
302
Associated Banc-Corp
Wisconsin
$219K -$5.64K -29 -3%
PA
303
Pinnacle Associates
New York
$219K – – –
AO
304
Advisor OS
Illinois
$216K +$216K +1,108 New
WG
305
Winton Group
United Kingdom
$213K -$320K -1,637 -60%
Asset Management One
306
Asset Management One
Japan
$213K – – –
LI
307
LVZ Inc
Michigan
$211K +$211K +1,082 New
WANY
308
Wealthspire Advisors (New York)
New York
$210K -$22.4K -115 -10%
FB
309
Fulton Bank
Pennsylvania
$210K -$15.4K -79 -7%
RIA
310
Regal Investment Advisors
Michigan
$209K +$209K +1,070 New
WI
311
WrapManager Inc
California
$203K +$203K +1,043 New
BMCM
312
Burns Matteson Capital Management
New York
$200K +$200K +1,027 New
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$200K +$200K +1,024 New
BPA
314
Beacon Pointe Advisors
California
$200K +$200K +1,026 New
PA
315
Parallel Advisors
California
$180K – – –
PWPS
316
Pinnacle Wealth Planning Services
Ohio
$178K +$178K +912 New
SPIA
317
Steward Partners Investment Advisory
New York
$175K – – –
SG Americas Securities
318
SG Americas Securities
New York
$156K – – –
BG
319
Bollard Group
Massachusetts
$114K – – –
SC
320
Steph & Co
Wisconsin
$107K -$58.1K -298 -35%
GWM
321
Geneos Wealth Management
Colorado
$104K +$67.9K +1,040 +188%
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$104K -$316K -1,620 -75%
BBHC
323
Brown Brothers Harriman & Co
New York
$99K +$29.5K +151 +43%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$97.5K – – –
CIM
325
Chiron Investment Management
New York
$97K – – –
11 12
13
14 15