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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
$470K 1,400 – –
AAS
402
Avantax Advisory Services
Texas
$468K 1,395 +37 +3%
MFG
403
Merit Financial Group
Georgia
$468K 1,515 +1,515 New
AT
404
American Trust
Kentucky
$467K 1,391 -236 -15%
IAS
405
Insigneo Advisory Services
Florida
$456K 1,358 +1,358 New
FFO
406
Fiduciary Family Office
Florida
$456K 1,357 – –
FW
407
FirstPurpose Wealth
Utah
$453K 1,449 -71 -5%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$452K 1,345 -524 -28%
LNC
409
Lincoln National Corp
Pennsylvania
$450K 1,338 -314 -19%
AAM
410
Advisors Asset Management
Colorado
$447K 1,330 -703 -35%
EF
411
Empowered Funds
Pennsylvania
$443K 1,320 +1,320 New
KPWS
412
Kestra Private Wealth Services
Texas
$443K 1,319 +106 +9%
SOW
413
State of Wyoming
Wyoming
$442K 1,315 +1,105 +526%
PNC
414
Park National Corp
Ohio
$440K 1,309 +11 +0.8%
BPA
415
Beacon Pointe Advisors
California
$439K 1,306 -798 -38%
WI
416
WrapManager Inc
California
$438K 1,303 -979 -43%
CAMG
417
CWA Asset Management Group
Florida
$435K 1,294 -115 -8%
Schroder Investment Management Group
418
Schroder Investment Management Group
United Kingdom
$432K 1,286 +126 +11%
CFSG
419
Community Financial Services Group
Vermont
$432K 1,285 +1,285 New
GCM
420
Graham Capital Management
Connecticut
$417K 1,240 +1,240 New
AWM
421
Avitas Wealth Management
California
$413K 1,228 +1,228 New
PIM
422
Penobscot Investment Management
Massachusetts
$411K 1,224 +60 +5%
CIA
423
Concurrent Investment Advisors
Florida
$411K 1,223 -23 -2%
ACGA
424
Atlanta Consulting Group Advisors
Georgia
$395K 1,176 +1,176 New
LJAC
425
L.J. Altfest & Co
New York
$388K 1,154 +154 +15%
15 16
17
18 19