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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$435M
2
Citadel Advisors
Citadel Advisors
Florida
+$339M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M
4
Victory Capital Management
Victory Capital Management
Texas
+$146M
5
Artisan Partners
Artisan Partners
Wisconsin
+$63.7M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$202M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$150M
3
Lazard Asset Management
Lazard Asset Management
New York
-$95.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$82.2M
5
Franklin Resources
Franklin Resources
California
-$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
376
DFPG Investments
Utah
$325K -$63.9K -255 -16%
CC
377
Centiva Capital
New York
$324K +$324K +1,315 New
PNC
378
Park National Corp
Ohio
$320K +$62.3K +253 +24%
1WM
379
1900 Wealth Management
Texas
$319K +$24.4K +99 +8%
HH
380
Hilltop Holdings
Texas
$318K +$3.2K +13 +1%
M
381
MOTCO
Texas
$318K +$281K +1,142 +766%
WI
382
Wahed Invest
New York
$313K +$27.3K +111 +10%
GLR
383
Great Lakes Retirement
Ohio
$312K -$41.9K -170 -12%
CS
384
Comerica Securities
Michigan
$310K +$43.3K +176 +16%
LJAC
385
L.J. Altfest & Co
New York
$304K -$5.67K -23 -2%
TIAM
386
TT International Asset Management
United Kingdom
$296K +$296K +1,205 New
HW
387
Hancock Whitney
Mississippi
$296K -$43.3K -176 -13%
UCFA
388
United Capital Financial Advisors
Texas
$294K -$369K -1,498 -56%
RAM
389
Readystate Asset Management
Illinois
$293K +$293K +1,190 New
TWC
390
TD Waterhouse Canada
Ontario, Canada
$293K -$13.2K -52 -4%
IA
391
IFP Advisors
Florida
$292K +$25.9K +105 +10%
CB
392
Centennial Bank
Arkansas
$291K – – –
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$289K +$9.36K +38 +3%
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$286K -$13.5K -55 -5%
AWS
395
Atria Wealth Solutions
New York
$285K +$59.8K +243 +27%
MC
396
Machina Capital
France
$285K +$285K +1,158 New
PIM
397
Penobscot Investment Management
Massachusetts
$283K – – –
DWT
398
Dorsey & Whitney Trust
South Dakota
$270K +$30.5K +124 +13%
SW
399
SteelPeak Wealth
California
$268K +$268K +1,089 New
TSS
400
Two Sigma Securities
New York
$266K +$266K +1,082 New
14 15
16
17 18