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ICLR

Overview Fund Activity

363 hedge funds and large institutions have $7.97B invested in Icon in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+8
Holders Change %
+2.25%
% of All Funds
7.17%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
58
Increased
123
Reduced
125
Closed
40
Calls
$6.91M
Puts
$4.22M
Net Calls
+$2.69M
Net Calls Change
+$2.05M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$655M
3
CGI
Comgest Global Investors
France
$303M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$274M
5
ZIG
Zurich Insurance Group
Switzerland
$25.8M

Top Sellers

1
PG
Pendal Group
Australia
$486K
2
Citadel Advisors
Citadel Advisors
Florida
$1.33M
3
TPI
Tesco Pension Investment
United Kingdom
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$88.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
326
Harvest Group Wealth Management
Massachusetts
$23K – – –
BFEC
327
Benjamin F. Edwards & Company
Missouri
$23K – – –
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
MF
329
Manchester Financial
California
$22K +$22K +126 New
SFS
330
Sowell Financial Services
Arkansas
$21K +$21K +122 New
AA
331
AlphaMark Advisors
Kentucky
$20K -$870 -5 -4%
QCG
332
Quadrant Capital Group
Ohio
$19K +$4.49K +30 +31%
JSC
333
Jackson Square Capital
California
$18K +$18K +105 New
Chevy Chase Trust
334
Chevy Chase Trust
Maryland
$17K +$17K +100 New
AP
335
Americana Partners
Texas
$16K +$16K +96 New
PCG
336
Private Capital Group
Connecticut
$15K +$1.47K +9 +11%
WQ
337
Wealth Quarterback
New Jersey
$14K +$14K +81 New
SFSIG
338
San Francisco Sentry Investment Group
California
$13K – – –
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
PA
340
Procyon Advisors
Connecticut
$12K +$12K +72 New
TAIM
341
TD Ameritrade Investment Management
Nebraska
$11K +$2.06K +12 +23%
CTC
342
Central Trust Company
Missouri
$10K – – –
MCM
343
MV Capital Management
Maryland
$9K – – –
HR
344
Howe & Rusling
New York
$8K – – –
GWS
345
Glassman Wealth Services
Virginia
$8K – – –
AF
346
Advisornet Financial
Minnesota
$8K +$8K +47 New
RIM
347
Ranger Investment Management
Texas
$7K – – –
IAS
348
IMA Advisory Services
Colorado
$7K – – –
CFN
349
Cordasco Financial Network
Florida
$7K – – –
OPS
350
Orion Portfolio Solutions
Nebraska
$7K +$7K +39 New
12 13
14
15 16