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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$594K -$64.2K -306 -10%
SG Americas Securities
327
SG Americas Securities
New York
$583K -$2.66M -12,668 -82%
FG
328
Foresight Group
United Kingdom
$580K +$580K +2,765 New
IAIM
329
International Assets Investment Management
Florida
$570K -$159M -750,073 -100%
FAIM
330
Financial Advocates Investment Management
Washington
$568K +$72.4K +345 +15%
MC
331
Montag & Caldwell
Georgia
$560K -$337K -1,609 -38%
PEAK6
332
PEAK6
Illinois
$547K +$547K +2,609 New
MIP
333
Marietta Investment Partners
Wisconsin
$546K -$2.52K -12 -0.5%
HH
334
Hilltop Holdings
Texas
$531K +$48.4K +231 +10%
HAG
335
HighPoint Advisor Group
Illinois
$526K -$30.7K -164 -6%
RHJA
336
Rice Hall James & Associates
California
$522K -$919K -4,382 -64%
YMRC
337
Yorktown Management & Research Company
Virginia
$514K – – –
Brown Advisory
338
Brown Advisory
Maryland
$509K -$10.7K -51 -2%
PWG
339
Portside Wealth Group
Utah
$507K -$381K -1,818 -43%
HKIM
340
Hayek Kallen Investment Management
Alabama
$499K -$26.2K -125 -5%
LA
341
Legacy Advisors
Pennsylvania
$494K +$4.82K +23 +1%
NO
342
Ninety One
South Africa
$494K +$56.4K +269 +13%
1WM
343
1900 Wealth Management
Texas
$488K – – –
PS
344
Principal Securities
Iowa
$486K -$447K -2,131 -48%
William Blair Investment Management
345
William Blair Investment Management
Illinois
$484K -$264M -1,257,039 -100%
DWM
346
Dakota Wealth Management
Florida
$481K -$272K -1,296 -36%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$481K +$481K +2,295 New
P
348
&Partners
Tennessee
$480K -$85.6K -398 -15%
PA
349
Pinnacle Associates
New York
$479K – – –
NA
350
NewEdge Advisors
Louisiana
$467K -$93.1K -444 -17%
12 13
14
15 16