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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.

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 %
TCM
376
Tributary Capital Management
Nebraska
$614K -$281K -836 -31%
MCC
377
Malaga Cove Capital
California
$612K – – –
UCFA
378
United Capital Financial Advisors
Texas
$607K -$56.8K -169 -9%
DADC
379
D.A. Davidson & Co
Montana
$600K -$40.3K -120 -6%
VPIM
380
Vanguard Personalized Indexing Management
California
$585K +$44.3K +132 +8%
CIBC Asset Management
381
CIBC Asset Management
Ontario, Canada
$572K -$1.01K -3 -0.2%
PS
382
Principal Securities
Iowa
$564K -$84K -250 -13%
MFIM
383
Mesirow Financial Investment Management
Illinois
$564K +$18.5K +55 +3%
CPIG
384
Chicago Partners Investment Group
Illinois
$552K -$226K -739 -29%
SIM
385
Sentry Investment Management
Wisconsin
$545K – – –
CSIC
386
Clifford Swan Investment Counsel
California
$544K – – –
GC
387
Guggenheim Capital
Illinois
$541K -$63.8K -190 -11%
WI
388
Wahed Invest
New York
$534K +$534K +1,590 New
MCM
389
MAI Capital Management
Ohio
$525K -$10.1K -30 -2%
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$509K +$2.02K +6 +0.4%
HH
391
Hilltop Holdings
Texas
$509K +$43K +128 +9%
NAM
392
NorthCrest Asset Manangement
Minnesota
$507K +$13.4K +40 +3%
PCIA
393
Prime Capital Investment Advisors
Kansas
$505K +$11.4K +34 +2%
CB
394
Commerce Bank
Missouri
$502K -$38.6K -115 -7%
BRWA
395
B. Riley Wealth Advisors
Florida
$490K +$154K +625 +46%
HNB
396
Huntington National Bank
Ohio
$486K +$72.2K +215 +17%
NA
397
NewEdge Advisors
Louisiana
$482K +$5.04K +15 +1%
PA
398
Parallel Advisors
California
$474K +$336 +1 +0.1%
GGA
399
Granite Group Advisors
Connecticut
$474K – – –
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$472K -$58.8K -175 -11%
14 15
16
17 18