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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
376
Qsemble Capital Management
New York
$346K +$9.23K +44 +3%
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$345K -$84.7K -404 -20%
WKSWA
378
White Knight Strategic Wealth Advisors
New Jersey
$340K +$170K +810 +100%
SIA
379
Schechter Investment Advisors
Michigan
$334K -$301K -1,434 -47%
FFM
380
Forum Financial Management
Illinois
$333K +$333K +1,588 New
BEI
381
Benjamin Edwards Inc
Missouri
$329K +$40.9K +195 +14%
LCWP
382
Legacy Capital Wealth Partners
Arkansas
$328K -$132K -631 -29%
SC
383
Steph & Co
Wisconsin
$327K +$11.5K +55 +4%
TA
384
Tectonic Advisors
Texas
$320K -$264K -1,257 -45%
PWPS
385
Pinnacle Wealth Planning Services
Ohio
$320K +$5.03K +24 +2%
DWM
386
Diversify Wealth Management
Utah
$319K -$140K -640 -30%
CSIC
387
Clifford Swan Investment Counsel
California
$319K -$31.7K -151 -9%
WAG
388
Wallace Advisory Group
California
$319K +$24.4K +85 +8%
VPIM
389
Vanguard Personalized Indexing Management
California
$317K -$165K -785 -34%
WA
390
Wealth Alliance
New York
$311K +$31.5K +150 +11%
CB
391
Commerce Bank
Missouri
$306K -$64K -305 -17%
HCA
392
Harbor Capital Advisors
Illinois
$303K -$191K -913 -39%
NAM
393
NorthCrest Asset Manangement
Minnesota
$302K -$14.7K -70 -5%
SW
394
SteelPeak Wealth
California
$299K -$15.1K -72 -5%
CAMG
395
CWA Asset Management Group
Florida
$299K -$1.05K -5 -0.3%
GRP
396
Global Retirement Partners
California
$296K +$77.6K +370 +36%
MCM
397
MAI Capital Management
Ohio
$295K +$839 +4 +0.3%
IWA
398
Icon Wealth Advisors
Texas
$294K -$1.89K -9 -0.6%
MFIM
399
Mesirow Financial Investment Management
Illinois
$293K -$5.03K -24 -2%
GGA
400
Granite Group Advisors
Connecticut
$292K – – –
14 15
16
17 18