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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Confluence Investment Management
Missouri
$803K +$8.64K +37 +1%
TI
302
Tidal Investments
Wisconsin
$803K +$894K +3,827 New
DWM
303
Dynasty Wealth Management
Florida
$801K -$779K -3,336 -47%
NL
304
NWAM LLC
Washington
$799K -$467 -2 -0.1%
RG
305
Rathbones Group
United Kingdom
$797K
M
306
MOTCO
Texas
$792K -$6.07K -26 -0.7%
CB
307
Cadence Bank
Mississippi
$788K -$5.84K -25 -0.7%
HT
308
Headlands Technologies
Illinois
$754K -$982K -4,204 -54%
FA
309
FDx Advisors
Illinois
$740K +$98.5K +422 +14%
FIM
310
Freedom Investment Management
Connecticut
$738K +$168K +720 +26%
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$733K -$92.9K -398 -10%
LCM
312
LRT Capital Management
Texas
$728K +$811K +3,473 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$728K -$124K -531 -13%
Mariner
314
Mariner
Kansas
$706K -$390K -1,669 -33%
CCM
315
Coldstream Capital Management
Washington
$676K -$202K -866 -21%
DI
316
DAGCO Inc
Ohio
$668K +$17.7K +76 +2%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$658K +$310K +1,328 +73%
Aviva
318
Aviva
United Kingdom
$653K -$3.27K -14 -0.4%
ASN
319
Advisory Services Network
Georgia
$646K +$56K +240 +8%
YC
320
Yarbrough Capital
Tennessee
$638K -$86.2K -369 -11%
TPI
321
Trust Point Inc
Wisconsin
$636K +$230K +985 +48%
BWA
322
Brave Warrior Advisors
New York
$629K +$701K +3,000 New
P
323
Pitcairn
Pennsylvania
$627K -$198K -850 -22%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$620K -$12.1M -51,821 -95%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$617K +$65.4K +280 +11%

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.