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ICLR

Overview Fund Activity

386 hedge funds and large institutions have $8.83B invested in Icon in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 155 reducing their positions, and 30 closing their positions.

Holders
386
Holders Change
+9
Holders Change %
+2.39%
% of All Funds
7.81%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
42
Increased
117
Reduced
155
Closed
30
Calls
$6.4M
Puts
$3.52M
Net Calls
+$2.88M
Net Calls Change
+$5.27M

Top Buyers

1
CGI
1
Comgest Global Investors
France
$401M
2
Polen Capital Management
2
Polen Capital Management
Florida
$104M
3
MWNA
3
Marshall Wace North America
New York
$47.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$33.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$436M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$171M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$19.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
326
Harvest Group Wealth Management
Massachusetts
$37K 194 – –
LWA
327
Lenox Wealth Advisors
New York
$34K 180 – –
AssetMark Inc
328
AssetMark Inc
California
$33K 172 +142 +473%
MWC
329
MBM Wealth Consultants
Missouri
$32K 165 – –
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$32K 168 +93 +124%
MA
331
MUFG Americas
New York
$29K 153 – –
SFS
332
Sowell Financial Services
Arkansas
$28K 146 -16 -10%
HIA
333
Harbor Investment Advisory
Maryland
$28K 149 -7 -4%
QCG
334
Quadrant Capital Group
Ohio
$27K 143 -52 -27%
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$27K 139 – –
HNB
336
Huntington National Bank
Ohio
$27K 142 +13 +10%
EI
337
Ellevest Inc
New York
$26K 137 – –
FHA
338
First Horizon Advisors
Tennessee
$25K 129 -14 -10%
BWM
339
BNC Wealth Management
Oregon
$25K 132 +132 New
APA
340
American Portfolios Advisors
New York
$24.8K 130 -20 -13%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$22K 105 – –
SFSIG
342
San Francisco Sentry Investment Group
California
$21K 108 – –
PCG
343
Private Capital Group
Connecticut
$19K 101 – –
TRCT
344
Tower Research Capital (TRC)
New York
$19K 97 +97 New
NIC
345
Northwest Investment Counselors
Oregon
$19K 100 +100 New
TPCW
346
TD Private Client Wealth
New York
$16.6K 87 – –
LC
347
Lindbrook Capital
California
$15K 77 +3 +4%
FHC
348
First Horizon Corporation
Tennessee
$12K 68 +68 New
BFEC
349
Benjamin F. Edwards & Company
Missouri
$11K 59 – –
CHA
350
Carmichael Hill & Associates
Maryland
$11K 55 +55 New
12 13
14
15 16