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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 %
NL
376
NKCFO LLC
Illinois
$147K – – –
AAP
377
Arax Advisory Partners
Colorado
$139K +$4.96K +27 +4%
WWP
378
WR Wealth Planners
Missouri
$130K +$130K +709 New
APP
379
Alpha Paradigm Partners
Illinois
$123K +$123K +667 New
SC
380
Steph & Co
Wisconsin
$115K +$4.22K +23 +4%
GWM
381
Geneos Wealth Management
Colorado
$103K -$3.28K -18 -3%
SWM
382
Spire Wealth Management
Virginia
$95K -$21.9K -119 -19%
S
383
SignatureFD
Georgia
$90K +$3.69K +20 +4%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$87K -$3.11K -17 -3%
CAL
385
Capital Advisors Ltd
Ohio
$87K – – –
FHA
386
First Horizon Advisors
Tennessee
$81K -$39.6K -221 -33%
EIP
387
Ellis Investment Partners
Pennsylvania
$80K – – –
C
388
Covestor
United Kingdom
$73K -$63.9K -346 -47%
BTI
389
Blue Trust Inc
Georgia
$63K +$216 +1 +0.3%
CCM
390
Covington Capital Management
California
$57K +$8.04K +44 +16%
AA
391
Alta Advisers
United Kingdom
$55K +$55K +300 New
GRP
392
Global Retirement Partners
California
$54K +$43.1K +217 +395%
CA
393
Crewe Advisors
Utah
$53K +$9.97K +54 +23%
DGAM
394
Desjardins Global Asset Management
Quebec, Canada
$52K – – –
TF
395
TimeScale Financial
Massachusetts
$52K – – –
FF
396
FourThought Financial
Florida
$51K -$2.58K -14 -5%
Asset Management One
397
Asset Management One
Japan
$45K – – –
QCG
398
Quadrant Capital Group
Ohio
$45K – – –
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K -$18.5K -93 -31%
SIM
400
Sentry Investment Management
Wisconsin
$38K +$38K +205 New
14 15
16
17 18