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ICLR

Overview Fund Activity

484 hedge funds and large institutions have $13.9B invested in Icon in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 196 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-19
Holders Change %
-3.78%
% of All Funds
8.37%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
50
Increased
156
Reduced
196
Closed
57
Calls
$6.36M
Puts
$3.97M
Net Calls
+$2.39M
Net Calls Change
+$1.62M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$374M
2
Franklin Resources
Franklin Resources
California
$275M
3
Lazard Asset Management
Lazard Asset Management
New York
$586M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$240M
2
PG
Pendal Group
Australia
$196M
3
American Century Companies
American Century Companies
Missouri
$434M
4
ClearBridge Investments
ClearBridge Investments
New York
$350M
5
SCM
Steadfast Capital Management
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$226K +$2.02K +11 +0.9%
V
352
Veritable
Delaware
$224K -$2.39K -13 -1%
API
353
Advisor Partners II
California
$224K +$224K +1,218 New
WT
354
Whittier Trust
California
$223K – – –
AO
355
Advisor OS
Illinois
$222K – – –
1WM
356
1900 Wealth Management
Texas
$220K – – –
HH
357
Hilltop Holdings
Texas
$220K +$44.2K +240 +25%
VPIM
358
Vanguard Personalized Indexing Management
California
$216K +$33.5K +182 +18%
BFM
359
Boothbay Fund Management
New York
$212K -$1.25M -6,784 -85%
PIM
360
Penobscot Investment Management
Massachusetts
$211K – – –
WKSWA
361
White Knight Strategic Wealth Advisors
New Jersey
$208K – – –
WJWM
362
Williams Jones Wealth Management
New York
$207K – – –
RCA
363
Resonant Capital Advisors
Wisconsin
$205K – – –
Treasurer of the State of North Carolina
364
Treasurer of the State of North Carolina
North Carolina
$204K +$1.84K +10 +0.9%
KWM
365
Kingsview Wealth Management
Oregon
$203K -$26.8K -146 -12%
KWM
366
Kolinsky Wealth Management
New Jersey
$200K -$13K -71 -6%
BBW
367
Blue Barn Wealth
Utah
$200K +$4.59K +25 +2%
IA
368
IFP Advisors
Florida
$188K +$4.78K +32 +3%
WI
369
Wahed Invest
New York
$171K +$13.6K +74 +9%
A
370
AustralianSuper
Australia
$168K +$1.17K +6,345 +0.7%
PFM
371
Premier Fund Managers
United Kingdom
$165K -$9.8M -53,292 -98%
HIA
372
Harbor Investment Advisory
Maryland
$159K +$43.5K +237 +38%
SPIA
373
Steward Partners Investment Advisory
New York
$157K -$9.17K -50 -6%
AssetMark Inc
374
AssetMark Inc
California
$152K +$64.3K +350 +73%
BAM
375
Belpointe Asset Management
Nevada
$150K +$19.8K +108 +15%
13 14
15
16 17