We are live on ! Find out more

379 hedge funds and large institutions have $7.77B invested in Icon in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 172 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $6.14B → $7.77B (+$1.63B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3.65% more ownership

Funds ownership: 84.15%87.79% (+3.6%)

3% more funds holding

Funds holding: 368379 (+11)

26% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $9.18M

42% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 172

Holders
379
Holders Change
+11
Holders Change %
+2.99%
% of All Funds
7.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
50
Increased
100
Reduced
172
Closed
37
Calls
$6.8M
Puts
$9.18M
Net Calls
-$2.38M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$27K -$47.7K -303 -65%
MA
327
MUFG Americas
New York
$26K -$41.8K -265 -63%
HIA
328
Harbor Investment Advisory
Maryland
$26K +$24.6K +156 New
APA
329
American Portfolios Advisors
New York
$25.3K
FHA
330
First Horizon Advisors
Tennessee
$24K
EI
331
Ellevest Inc
New York
$23K -$3.47K -22 -14%
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
HNB
333
Huntington National Bank
Ohio
$22K -$2.99K -19 -13%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$22K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$21K -$9.77K -62 -33%
HIIFS
336
Harel Insurance Investments & Financial Services
Israel
$20K +$18.4K +117 New
AA
337
AlphaMark Advisors
Kentucky
$19K
SFSIG
338
San Francisco Sentry Investment Group
California
$18K +$4.73K +30 +38%
JSC
339
Jackson Square Capital
California
$17K -$473 -3 -3%
PCG
340
Private Capital Group
Connecticut
$17K +$315 +2 +2%
LIA
341
LS Investment Advisors
Michigan
$15K +$14.2K +90 New
TPCW
342
TD Private Client Wealth
New York
$14.7K +$13.7K +87 New
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$13K
CFB
344
Cullen/Frost Bankers
Texas
$13K +$12.4K +79 New
PA
345
Procyon Advisors
Connecticut
$12K
LC
346
Lindbrook Capital
California
$12K +$945 +6 +9%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$10K
TAIM
348
TD Ameritrade Investment Management
Nebraska
$9K -$2.05K -13 -20%
MCM
349
MV Capital Management
Maryland
$8K
PB
350
Pinnacle Bancorp
Nebraska
$8K

ICLR Hedge Fund Activity: Q2 2020 in Review

379 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q2 2020, worth a combined $7.77B — up 27% from $6.14B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ICLR positions and 37 closed out — a net gain of 13 holders — while 100 added to existing stakes and 172 trimmed.

The largest buyer was Pendal Group, adding an estimated $317M. The largest seller was EARNEST Partners, cutting an estimated $73.9M.

  • 379 institutional investors held Icon (ICLR) as of Q2 2020, up from 368 in Q1 2020.
  • Funds reported $7.77B of Icon stock for Q2 2020, up 27% quarter-over-quarter.
  • 50 funds opened new Icon positions in Q2 2020 and 37 closed out, a net change of +13 holders.
  • The largest Icon buyer in Q2 2020 was Pendal Group, an estimated $317M added.
  • The largest Icon seller in Q2 2020 was EARNEST Partners, an estimated $73.9M sold.

Based on aggregated 13F filings for Q2 2020.