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ICLR

Overview Fund Activity

366 hedge funds and large institutions have $6.14B invested in Icon in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
8.08%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
47
Increased
112
Reduced
142
Closed
38
Calls
$7.22M
Puts
$2.04M
Net Calls
+$5.18M
Net Calls Change
+$2.5M

Top Buyers

1
Invesco
Invesco
Georgia
$218M
2
ZIG
Zurich Insurance Group
Switzerland
$48.9M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$117M
4
WCM Investment Management
WCM Investment Management
California
$520M
5
Victory Capital Management
Victory Capital Management
Texas
$31.2M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$147M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.88M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$87.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$257M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
326
QCI Asset Management
New York
$14K +$14K +100 New
PCG
327
Private Capital Group
Connecticut
$13K +$919 +7 +8%
WQ
328
Wealth Quarterback
New Jersey
$11K – – –
SFSIG
329
San Francisco Sentry Investment Group
California
$11K – – –
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$10K -$9.73K -73 -49%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
PA
332
Procyon Advisors
Connecticut
$10K – – –
TAIM
333
TD Ameritrade Investment Management
Nebraska
$9K – – –
LC
334
Lindbrook Capital
California
$9K +$9K +68 New
BFEC
335
Benjamin F. Edwards & Company
Missouri
$8K -$10.2K -75 -56%
AW
336
Avion Wealth
Texas
$8K +$8K +57 New
CTC
337
Central Trust Company
Missouri
$7K -$636 -5 -8%
MCM
338
MV Capital Management
Maryland
$7K – – –
PB
339
Pinnacle Bancorp
Nebraska
$7K +$7K +50 New
RIM
340
Ranger Investment Management
Texas
$6K – – –
AF
341
Advisornet Financial
Minnesota
$6K – – –
CFN
342
Cordasco Financial Network
Florida
$6K – – –
HR
343
Howe & Rusling
New York
$5K -$1.11K -8 -18%
MAM
344
Meeder Asset Management
Ohio
$5K – – –
IAS
345
IMA Advisory Services
Colorado
$5K – – –
OPS
346
Orion Portfolio Solutions
Nebraska
$5K – – –
WT
347
Whittier Trust
California
$5K – – –
CI
348
CX Institutional
Indiana
$5K +$1K +8 +25%
BWP
349
Baldwin Wealth Partners
Massachusetts
$5K +$5K +37 New
WPA
350
West Paces Advisors
Georgia
$4.9K – – –
12 13
14
15 16