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ICLR

Overview Fund Activity

507 hedge funds and large institutions have $17.5B invested in Icon in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-36
Holders Change %
-6.63%
% of All Funds
8.02%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
54
Increased
175
Reduced
193
Closed
80
Calls
$22M
Puts
$8.39M
Net Calls
+$13.6M
Net Calls Change
-$18.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
2
American Century Companies
American Century Companies
Missouri
$674M
3
Jennison Associates
Jennison Associates
New York
$152M
4
Boston Partners
Boston Partners
Massachusetts
$648M
5
Invesco
Invesco
Georgia
$328M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$282M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$105M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
401
Belpointe Asset Management
Nevada
$146K +$20.6K +85 +16%
FHA
402
First Horizon Advisors
Tennessee
$143K -$33.8K -139 -19%
BG
403
Bollard Group
Massachusetts
$142K – – –
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$138K +$25.1K +103 +22%
ACM
405
Aquatic Capital Management
Illinois
$122K +$97.6K +400 +400%
SC
406
Steph & Co
Wisconsin
$121K -$34.3K -141 -22%
CAL
407
Capital Advisors Ltd
Ohio
$115K – – –
AAP
408
Arax Advisory Partners
Colorado
$112K +$487 +2 +0.4%
EIP
409
Ellis Investment Partners
Pennsylvania
$106K – – –
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$98K -$3.64K -15 -4%
AP
411
Arlington Partners
Alabama
$93K – – –
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.5K +$5.59K +23 +7%
S
413
SignatureFD
Georgia
$91K -$18.1K -74 -17%
HNB
414
Huntington National Bank
Ohio
$84K -$25.3K -105 -23%
FFA
415
Freedman Financial Associates
Massachusetts
$84K – – –
Walleye Trading
416
Walleye Trading
New York
$81K +$81K +335 New
FF
417
FourThought Financial
Florida
$77K – – –
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$304K -1,258 -82%
TF
419
TimeScale Financial
Massachusetts
$68K – – –
CCM
420
Covington Capital Management
California
$65K +$65K +268 New
GWSG
421
GPS Wealth Strategies Group
Colorado
$57K – – –
QCG
422
Quadrant Capital Group
Ohio
$50K -$8.7K -36 -15%
LC
423
Lindbrook Capital
California
$50K +$9.42K +39 +23%
TWM
424
Tradition Wealth Management
Minnesota
$49K – – –
California State Teachers Retirement System (CalSTRS)
425
California State Teachers Retirement System (CalSTRS)
California
$47K -$3.18K -13 -6%
15 16
17
18 19