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ICLR

Overview Fund Activity

386 hedge funds and large institutions have $8.83B invested in Icon in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 155 reducing their positions, and 30 closing their positions.

Holders
386
Holders Change
+9
Holders Change %
+2.39%
% of All Funds
7.81%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
42
Increased
117
Reduced
155
Closed
30
Calls
$6.4M
Puts
$3.52M
Net Calls
+$2.88M
Net Calls Change
+$5.27M

Top Buyers

1
CGI
1
Comgest Global Investors
France
$401M
2
Polen Capital Management
2
Polen Capital Management
Florida
$104M
3
MWNA
3
Marshall Wace North America
New York
$47.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$33.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27.1M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$436M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$171M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$19.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$3K 18 – –
TFGT
377
TS Financial Group (TSFG)
Illinois
$3K 18 – –
BAM
378
Bellevue Asset Management
Washington
$3K 17 – –
CFFP
379
Center for Financial Planning
Michigan
$3K 16 – –
WCG
380
Weaver Consulting Group
California
$2K 12 – –
JCM
381
Jacobi Capital Management
Pennsylvania
$2K 12 – –
IFAM
382
Institutional & Family Asset Management
Colorado
$2K 10 – –
PWMG
383
Prestige Wealth Management Group
New Jersey
$2K 11 – –
PFO
384
Pathstone Family Office
New Jersey
$1K 3 – –
HCP
385
Hexagon Capital Partners
Arkansas
$1K 7 +7 New
PCS
386
Personal CFO Solutions
New Jersey
$1K 3,713 +83 +2%
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -72,972 Closed
Two Sigma Investments
388
Two Sigma Investments
New York
– – -26,492 Closed
SAM
389
Sectoral Asset Management
Quebec, Canada
– – -8,000 Closed
HWM
390
Hohimer Wealth Management
Washington
– – -5,363 Closed
VWA
391
V Wealth Advisors
Kansas
– – -3,873 Closed
HSBC Holdings
392
HSBC Holdings
United Kingdom
– – -3,549 Closed
Squarepoint
393
Squarepoint
New York
– – -3,185 Closed
DTL
394
Dynamic Technology Lab
Singapore
– – -2,748 Closed
CCIA
395
Campbell & Co Investment Adviser
Maryland
– – -2,388 Closed
EGM
396
Engineers Gate Manager
New York
– – -2,142 Closed
SFM
397
Systematic Financial Management
New Jersey
– – -2,025 Closed
ECM
398
ExodusPoint Capital Management
New York
– – -2,016 Closed
IWP
399
Icon Wealth Partners
Texas
– – -1,638 Closed
TI
400
Trexquant Investment
Connecticut
– – -1,508 Closed
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