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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
2
Millennium Management
Millennium Management
New York
+$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Franklin Resources
Franklin Resources
California
+$107M
5
Artisan Partners
Artisan Partners
Wisconsin
+$78.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
2
ClearBridge Investments
ClearBridge Investments
New York
-$85.9M
3
American Century Companies
American Century Companies
Missouri
-$71.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$67.4M
5
SCM
Steadfast Capital Management
New York
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
401
Wahed Invest
New York
$223K +$4.06K +19 +2%
RCA
402
Resonant Capital Advisors
Wisconsin
$223K – – –
JE
403
JMAC Enterprises
Pennsylvania
$218K +$218K +1,020 New
ABC
404
Associated Banc-Corp
Wisconsin
$217K +$217K +1,014 New
GGS
405
Galvin Gaustad & Stein
Arizona
$215K +$215K +1,007 New
MSCM
406
McElhenny Sheffield Capital Management
Texas
$214K -$427 -2 -0.2%
BFS
407
Bradley Foster & Sargent
Connecticut
$214K +$214K +1,000 New
MCM
408
Manchester Capital Management
Vermont
$213K – – –
SPC
409
Sigma Planning Corp
Michigan
$207K +$207K +969 New
HSBC Holdings
410
HSBC Holdings
United Kingdom
$206K -$1.36M -6,375 -87%
SBIA
411
Sheaff Brock Investment Advisors
Indiana
$201K +$201K +940 New
AWS
412
Atria Wealth Solutions
New York
$200K +$200K +938 New
IWP
413
Icon Wealth Partners
Texas
$198K +$198K +925 New
O
414
Ossiam
France
$192K +$192K +897 New
BAM
415
Belpointe Asset Management
Nevada
$188K +$9.18K +43 +5%
CFGS
416
Concourse Financial Group Securities
Alabama
$175K -$69.8K -327 -28%
HIA
417
Harbor Investment Advisory
Maryland
$173K -$1.07K -5 -0.6%
SPIA
418
Steward Partners Investment Advisory
New York
$160K -$6.84K -32 -4%
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
$154K +$154K +719 New
AAP
420
Arax Advisory Partners
Colorado
$149K +$4.06K +19 +3%
GBT
421
Grove Bank & Trust
Florida
$148K +$5.98K +28 +4%
IA
422
IFP Advisors
Florida
$139K -$25.4K -194 -15%
SWM
423
Spire Wealth Management
Virginia
$136K +$25.4K +119 +23%
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$134K +$3.85K +18 +3%
Credit Agricole
425
Credit Agricole
France
$128K +$18.2K +85 +16%
15 16
17
18 19