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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$295K +$934 +4 +0.3%
IWA
402
Icon Wealth Advisors
Texas
$294K -$2.1K -9 -0.6%
MFIM
403
Mesirow Financial Investment Management
Illinois
$293K -$5.6K -24 -2%
GGA
404
Granite Group Advisors
Connecticut
$292K
UCFA
405
United Capital Financial Advisors
Texas
$291K -$38.1K -163 -11%
EI
406
Ethic Inc
New York
$290K -$1.01M -4,319 -76%
FP
407
Foundry Partners
Minnesota
$289K +$322K +1,378 New
UB
408
UMB Bank
Missouri
$288K +$273K +1,170 +571%
AWM
409
Avitas Wealth Management
California
$281K +$61.2K +262 +24%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$279K -$235K -1,006 -43%
PNC
411
Park National Corp
Ohio
$276K
First Trust Advisors
412
First Trust Advisors
Illinois
$272K -$3.48M -14,901 -92%
GLF
413
Groupe la Francaise
France
$272K +$304K +1,300 New
TSS
414
Two Sigma Securities
New York
$269K +$116K +497 +63%
AAP
415
Arax Advisory Partners
Colorado
$269K +$43K +184 +17%
BRWA
416
B. Riley Wealth Advisors
Florida
$267K -$27.3K -117 -8%
CCM
417
Causeway Capital Management
California
$262K +$292K +1,250 New
FRA
418
Frank Rimerman Advisors
California
$262K +$5.6K +24 +2%
FT
419
Fiduciary Trust
Massachusetts
$259K +$60.9K +261 +27%
MFG
420
Merit Financial Group
Georgia
$253K +$281K +1,205 New
Schroder Investment Management Group
421
Schroder Investment Management Group
United Kingdom
$253K
PIA
422
Prakash Investment Advisors
Massachusetts
$252K +$280K +1,200 New
MA
423
Mutual Advisors
Nebraska
$249K +$60.7K +260 +27%
QWM
424
Quadcap Wealth Management
Texas
$247K +$276K +1,180 New
WTC
425
WhitTier Trust Company
Nevada
$245K +$153K +655 +128%

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.