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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
2
Millennium Management
Millennium Management
New York
+$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Franklin Resources
Franklin Resources
California
+$107M
5
Artisan Partners
Artisan Partners
Wisconsin
+$78.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
2
ClearBridge Investments
ClearBridge Investments
New York
-$85.9M
3
American Century Companies
American Century Companies
Missouri
-$71.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$67.4M
5
SCM
Steadfast Capital Management
New York
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
326
Banque Cantonale Vaudoise
Switzerland
$458K -$6.62K -31 -1%
FCI
327
Financial Counselors Inc
Kansas
$455K -$6.19K -29 -1%
FB
328
Fulton Bank
Pennsylvania
$453K +$11.5K +54 +3%
BPA
329
Beacon Pointe Advisors
California
$445K +$183K +858 +70%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$444K +$15.1K +71 +4%
TSS
331
Two Sigma Securities
New York
$437K +$437K +2,046 New
SIM
332
Sentry Investment Management
Wisconsin
$433K +$220K +1,031 +103%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$430K -$147K -695 -25%
CST
334
Charles Schwab Trust
Nevada
$427K -$854 -4 -0.2%
ACM
335
Aquatic Capital Management
Illinois
$427K -$1.22M -5,700 -74%
1W
336
1776 Wealth
Georgia
$415K – – –
GCM
337
Graham Capital Management
Connecticut
$412K -$1.54M -7,205 -79%
GIM
338
Groesbeck Investment Management
New Jersey
$405K – – –
AT
339
Arden Trust
Delaware
$401K -$397K -1,860 -50%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$388K -$6.62K -31 -2%
YCM
341
Yousif Capital Management
Michigan
$385K -$11.7K -55 -3%
FAIM
342
Financial Advocates Investment Management
Washington
$383K -$82K -384 -18%
BAM
343
Blueshift Asset Management
New Jersey
$377K +$377K +1,767 New
FW
344
FirstPurpose Wealth
Utah
$375K -$85.9K -402 -19%
VAS
345
Vestmark Advisory Solutions
Massachusetts
$375K +$8.54K +40 +2%
CSIC
346
Clifford Swan Investment Counsel
California
$373K -$26.7K -125 -7%
SBF
347
Sara-Bay Financial
Florida
$371K -$17.1K -80 -4%
WWP
348
WR Wealth Planners
Missouri
$364K +$106K +494 +41%
MOS
349
MGO One Seven
Ohio
$360K -$139K -649 -28%
LNC
350
Lincoln National Corp
Pennsylvania
$356K +$45.7K +214 +15%
12 13
14
15 16