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ICLR

Overview Fund Activity

527 hedge funds and large institutions have $14.4B invested in Icon in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+43
Holders Change %
+8.88%
% of All Funds
8.5%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.31%
New
97
Increased
162
Reduced
202
Closed
49
Calls
$19.5M
Puts
$2.06M
Net Calls
+$17.4M
Net Calls Change
+$15M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$90.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$261M
3
Invesco
3
Invesco
Georgia
$303M
4
APM
4
Avidity Partners Management
Texas
$41.8M
5
FPA
5
First Pacific Advisors
California
$69.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$541M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$192M
3
A
3
AustralianSuper
Australia
$80.6M
4
CGI
4
Comgest Global Investors
France
$255M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
401
Cresset Asset Management
Illinois
$207K -$145K -749 -41%
MWM
402
Mission Wealth Management
California
$206K +$206K +1,063 New
Cerity Partners
403
Cerity Partners
New York
$206K +$206K +1,059 New
PWMAG
404
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$203K +1,046 New
RCA
405
Resonant Capital Advisors
Wisconsin
$203K -$14.4K -74 -7%
IHL
406
Investment House LLC
California
$200K +$200K +1,030 New
WI
407
Wahed Invest
New York
$199K +$18.6K +96 +10%
MSCM
408
McElhenny Sheffield Capital Management
Texas
$195K +$195K +1,002 New
SIM
409
Sentry Investment Management
Wisconsin
$194K +$154K +792 +386%
MCM
410
Manchester Capital Management
Vermont
$193K +$193K +996 New
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$189K -$73.1K -380 -28%
IA
412
IFP Advisors
Florida
$188K -$299 -2 -0.2%
BAM
413
Belpointe Asset Management
Nevada
$163K +$4.08K +21 +3%
PI
414
PEAK6 Investments
Illinois
$160K +$160K +822 New
HIA
415
Harbor Investment Advisory
Maryland
$158K -$9.91K -51 -6%
SPIA
416
Steward Partners Investment Advisory
New York
$152K -$14.2K -73 -9%
AAP
417
Arax Advisory Partners
Colorado
$132K -$15.3K -79 -10%
GBT
418
Grove Bank & Trust
Florida
$129K +$129K +663 New
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$118K +$118K +608 New
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$118K +$25.8K +133 +28%
GWM
421
Geneos Wealth Management
Colorado
$113K +$3.5K +18 +3%
Credit Agricole
422
Credit Agricole
France
$100K -$3M -15,441 -97%
SWM
423
Spire Wealth Management
Virginia
$100K – – –
FHA
424
First Horizon Advisors
Tennessee
$96.5K +$8.74K +45 +10%
CAL
425
Capital Advisors Ltd
Ohio
$91K – – –
15 16
17
18 19