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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
301
Cetera Advisors
Colorado
$1.34M 3,981 +1,378 +53%
SIA
302
Schechter Investment Advisors
Michigan
$1.33M 3,970 -78 -2%
M
303
MOTCO
Texas
$1.3M 3,882 +59 +2%
DWM
304
Dakota Wealth Management
Florida
$1.3M 3,865 -55 -1%
CIM
305
Confluence Investment Management
Missouri
$1.29M 3,851 -6 -0.2%
CB
306
Cadence Bank
Mississippi
$1.29M 3,836 +24 +0.6%
TPCW
307
TD Private Client Wealth
New York
$1.28M 3,801 +480 +14%
RG
308
Rathbones Group
United Kingdom
$1.28M 3,800 – –
FIM
309
Freedom Investment Management
Connecticut
$1.27M 3,779 -396 -9%
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$1.26M 3,744 +482 +15%
SRL
311
Scientech Research LLC
New Jersey
$1.25M 3,711 +3,711 New
XT
312
XTX Topco
Cayman Islands
$1.24M 3,685 +1,383 +60%
PWG
313
Portside Wealth Group
Utah
$1.23M 3,655 +651 +22%
GCA
314
Greenwood Capital Associates
South Carolina
$1.23M 3,649 -81 -2%
CP
315
Covenant Partners
Tennessee
$1.22M 3,623 -850 -19%
NL
316
NWAM LLC
Washington
$1.2M 3,811 – –
FA
317
FDx Advisors
Illinois
$1.18M 3,525 -3,411 -49%
P
318
Pitcairn
Pennsylvania
$1.17M 3,486 +3,486 New
FHB
319
First Hawaiian Bank
Hawaii
$1.16M 3,454 -523 -13%
NO
320
Ninety One
South Africa
$1.13M 3,352 -1,135 -25%
CCS
321
Concentric Capital Strategies
Connecticut
$1.12M 3,339 +3,339 New
WT
322
Whittier Trust
California
$1.11M 3,295 +593 +22%
RJT
323
Raymond James Trust
Florida
$1.1M 3,284 -14 -0.4%
O
324
Ossiam
France
$1.08M 3,213 -457 -12%
ACM
325
Aquatic Capital Management
Illinois
$1.08M 3,200 -4,000 -56%
11 12
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