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ICLR

Overview Fund Activity

377 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, 171 reducing their positions, and 37 closing their positions.

Holders
377
Holders Change
+11
Holders Change %
+3.01%
% of All Funds
7.75%
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
171
Closed
37
Calls
$6.8M
Puts
$9.18M
Net Calls
-$2.38M
Net Calls Change
-$7.57M

Top Buyers

1
PG
1
Pendal Group
Australia
$339M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$360M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$647M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$187M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$30.6M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$103M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$411M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
CFN
351
Cordasco Financial Network
Florida
$7K 41 – –
CI
352
CX Institutional
Indiana
$7K 40 – –
IAS
353
IMA Advisory Services
Colorado
$7K 39 – –
HR
354
Howe & Rusling
New York
$7K 42 +6 +17%
NG
355
NWK Group
California
$7K 40 +40 New
WPA
356
West Paces Advisors
Georgia
$6.07K 36 – –
WT
357
Whittier Trust
California
$6K 34 -2 -6%
BWP
358
Baldwin Wealth Partners
Massachusetts
$6K 37 – –
PCTC
359
Perkins Coie Trust Company
Washington
$6K 33 – –
AssetMark Inc
360
AssetMark Inc
California
$5K 30 -157 -84%
OPS
361
Orion Portfolio Solutions
Nebraska
$4K 21 -18 -46%
MAM
362
Meeder Asset Management
Ohio
$4K 21 -18 -46%
RIM
363
Ranger Investment Management
Texas
$4K 24 -17 -41%
LWM
364
Liberty Wealth Management
California
$4K 22 -4 -15%
CFD
365
Creative Financial Designs
Indiana
$4K 25 +25 New
AF
366
Allworth Financial
California
$3K 19 -4 -17%
BAM
367
Bellevue Asset Management
Washington
$3K 17 – –
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$3K 18 – –
CFFP
369
Center for Financial Planning
Michigan
$3K 16 – –
TFGT
370
TS Financial Group (TSFG)
Illinois
$3K 18 +2 +13%
PWMG
371
Prestige Wealth Management Group
New Jersey
$2K 11 – –
IFAM
372
Institutional & Family Asset Management
Colorado
$2K 10 – –
JCM
373
Jacobi Capital Management
Pennsylvania
$2K 12 – –
JWM
374
Janiczek Wealth Management
Colorado
$2K 10 +10 New
WCG
375
Weaver Consulting Group
California
$2K 12 +12 New
13 14
15
16 17