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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
351
Zions Bancorporation
Utah
$805K +$27.9K +83 +4%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$802K +$151K +450 +23%
HAG
353
HighPoint Advisor Group
Illinois
$788K -$16.4K -53 -2%
1WM
354
1900 Wealth Management
Texas
$782K +$346K +1,030 +79%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$769K +$48K +143 +7%
PA
356
Pinnacle Associates
New York
$767K – – –
ONB
357
Old National Bancorp
Indiana
$764K -$332K -987 -30%
WWP
358
WR Wealth Planners
Missouri
$757K +$40K +119 +6%
EA
359
Emerald Advisers
Pennsylvania
$750K -$7.73K -23 -1%
AIC
360
Archer Investment Corporation
Indiana
$739K – – –
LWAM
361
Legacy Wealth Asset Management
Minnesota
$738K +$1.01K +3 +0.1%
PWM
362
Purus Wealth Management
California
$736K – – –
GIM
363
Groesbeck Investment Management
New Jersey
$726K -$8.4K -25 -1%
TIAA Trust, National Association
364
TIAA Trust, National Association
North Carolina
$710K -$78.6K -234 -10%
ST
365
Somerset Trust
Pennsylvania
$710K -$6.72K -20 -0.9%
MIM
366
MetLife Investment Management
New Jersey
$703K +$2.02K +6 +0.3%
AO
367
Advisor OS
Illinois
$701K +$26.9K +80 +4%
TPI
368
Trust Point Inc
Wisconsin
$698K – – –
CAM
369
Cresset Asset Management
Illinois
$675K +$113K +337 +20%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$670K -$21.7K -64 -3%
FAIM
371
Financial Advocates Investment Management
Washington
$653K +$6.72K +20 +1%
FB
372
Fulton Bank
Pennsylvania
$653K -$11.8K -35 -2%
IWC
373
Integrated Wealth Concepts
Massachusetts
$640K -$8.06K -24 -1%
AWS
374
Atria Wealth Solutions
New York
$636K +$214K +638 +51%
SC
375
Steph & Co
Wisconsin
$622K +$62.5K +186 +11%
13 14
15
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