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ICLR

Overview Fund Activity

419 hedge funds and large institutions have $9.08B invested in Icon in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+33
Holders Change %
+8.55%
% of All Funds
7.43%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.2%
New
68
Increased
131
Reduced
138
Closed
29
Calls
$3.8M
Puts
$3.7M
Net Calls
+$97K
Net Calls Change
-$2.79M

Top Buyers

1
CGI
Comgest Global Investors
France
$474M
2
Fidelity International
Fidelity International
Bermuda
$161M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$778M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.9M
5
Polen Capital Management
Polen Capital Management
Florida
$122M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$389M
2
AllianceBernstein
AllianceBernstein
Tennessee
$305M
3
Renaissance Technologies
Renaissance Technologies
New York
$456M
4
PG
Pendal Group
Australia
$374M
5
Boston Partners
Boston Partners
Massachusetts
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
401
Key Financial Inc
Pennsylvania
$4K +$4K +19 New
RIM
402
Ranger Investment Management
Texas
$3K -$1.24K -7 -29%
TFGT
403
TS Financial Group (TSFG)
Illinois
$3K -$600 -3 -17%
CFFP
404
Center for Financial Planning
Michigan
$3K – – –
ONST
405
Old North State Trust
North Carolina
$3K +$3K +15 New
AWM
406
Accel Wealth Management
Iowa
$3K +$3K +15 New
GEA
407
Glen Eagle Advisors
New Jersey
$2.15K +$2.15K +11 New
AWA
408
Arkadios Wealth Advisors
Georgia
$2K -$1K -7 -33%
JCM
409
Jacobi Capital Management
Pennsylvania
$2K – – –
IFAM
410
Institutional & Family Asset Management
Colorado
$2K – – –
PWMG
411
Prestige Wealth Management Group
New Jersey
$2K – – –
HCP
412
Hexagon Capital Partners
Arkansas
$1K – – –
PMFA
413
Plante Moran Financial Advisors
Michigan
$1K +$1K +4 New
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +5 New
SIA
415
SkyView Investment Advisors
New Jersey
$1K +$1K +5 New
DAC
416
Dividend Assets Capital
South Carolina
$1K +$1K +6 New
SSWG
417
Seven Springs Wealth Group
Tennessee
$1K +$1K +6 New
BSSFA
418
Baron Silver Stevens Financial Advisors
Florida
$1K +$1K +8 New
SC
419
Solstein Capital
California
$207 -$105 -540 -34%
LCM
420
Legato Capital Management
California
– -$7.9M -41,323 Closed
WP
421
Woodline Partners
California
– -$4.51M -23,580 Closed
Two Sigma Advisers
422
Two Sigma Advisers
New York
– -$4.13M -21,630 Closed
BIM
423
Bogle Investment Management
Massachusetts
– -$3.33M -17,444 Closed
AAM
424
Arabesque Asset Management
United Kingdom
– -$2.93M -15,341 Closed
LCM
425
Laurion Capital Management
New York
– -$1.07M -5,600 Closed
14 15 16
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