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421 hedge funds and large institutions have $9.08B invested in Icon in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

9% more funds holding

Funds holding: 388421 (+33)

3% more capital invested

Capital invested by funds: $8.83B → $9.08B (+$256M)

3% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $3.7M

0.41% more ownership

Funds ownership: 87.83%88.24% (+0.41%)

5% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 138

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
421
Holders Change
+33
Holders Change %
+8.51%
% of All Funds
7.45%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
68
Increased
131
Reduced
138
Closed
29
Calls
$3.8M
Puts
$3.7M
Net Calls
+$97K
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bartlett & Co
Ohio
$97K
CIM
327
Chiron Investment Management
New York
$97K
CFB
328
Cullen/Frost Bankers
Texas
$95K
CAL
329
Capital Advisors Ltd
Ohio
$92K
EIP
330
Ellis Investment Partners
Pennsylvania
$85K
IAIM
331
International Assets Investment Management
Florida
$83K +$83.3K +426 New
TFA
332
Toth Financial Advisory
Virginia
$78K
CFGS
333
Concourse Financial Group Securities
Alabama
$73K +$7.63K +39 +12%
RWB
334
RMR Wealth Builders
New Jersey
$73K +$72.7K +372 New
CFA
335
Carroll Financial Associates
North Carolina
$72K
FMP
336
Financial Management Professionals
Texas
$68K -$2.93K -15 -4%
FFA
337
Freedman Financial Associates
Massachusetts
$67K +$67.5K +345 New
S
338
SignatureFD
Georgia
$61K -$1.56K -8 -2%
FF
339
FourThought Financial
Florida
$61K +$61.4K +314 New
IA
340
IFP Advisors
Florida
$60K
TF
341
TimeScale Financial
Massachusetts
$55K
GRP
342
Global Retirement Partners
California
$53K +$4.5K +23 +9%
CIM
343
Contravisory Investment Management
Massachusetts
$50K +$1.76K +9 +4%
SFS
344
Sowell Financial Services
Arkansas
$50K +$21.3K +109 +75%
AAP
345
Arax Advisory Partners
Colorado
$49K +$2.93K +15 +6%
AssetMark Inc
346
AssetMark Inc
California
$42K +$8.6K +44 +26%
VFA
347
Valeo Financial Advisors
Indiana
$40K -$587 -3 -1%
HFA
348
HC Financial Advisors
California
$39K
HGWM
349
Harvest Group Wealth Management
Massachusetts
$38K
LWA
350
Lenox Wealth Advisors
New York
$35K

ICLR Hedge Fund Activity: Q4 2020 in Review

421 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2020, worth a combined $9.08B — up 2.9% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ICLR positions and 29 closed out — a net gain of 39 holders — while 131 added to existing stakes and 138 trimmed.

The largest buyer was Comgest Global Investors, adding an estimated $64.7M. The largest seller was ClearBridge Investments, cutting an estimated $55.9M.

  • 421 institutional investors held Icon (ICLR) as of Q4 2020, up from 388 in Q3 2020.
  • Funds reported $9.08B of Icon stock for Q4 2020, up 2.9% quarter-over-quarter.
  • 68 funds opened new Icon positions in Q4 2020 and 29 closed out, a net change of +39 holders.
  • The largest Icon buyer in Q4 2020 was Comgest Global Investors, an estimated $64.7M added.
  • The largest Icon seller in Q4 2020 was ClearBridge Investments, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2020.