ICLR icon

Icon
ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
401
United Capital Financial Advisors
Texas
$291K -$34.2K -163 -11%
EI
402
Ethic Inc
New York
$290K -$906K -4,319 -76%
FP
403
Foundry Partners
Minnesota
$289K +$289K +1,378 New
UB
404
UMB Bank
Missouri
$288K +$245K +1,170 +571%
AWM
405
Avitas Wealth Management
California
$281K +$54.9K +262 +24%
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$279K -$211K -1,006 -43%
PNC
407
Park National Corp
Ohio
$276K – – –
First Trust Advisors
408
First Trust Advisors
Illinois
$272K -$3.12M -14,901 -92%
GLF
409
Groupe la Francaise
France
$272K +$272K +1,300 New
TSS
410
Two Sigma Securities
New York
$269K +$104K +497 +63%
AAP
411
Arax Advisory Partners
Colorado
$269K +$38.6K +184 +17%
BRWA
412
B. Riley Wealth Advisors
Florida
$267K -$24.5K -117 -8%
CCM
413
Causeway Capital Management
California
$262K +$262K +1,250 New
FRA
414
Frank Rimerman Advisors
California
$262K +$5.03K +24 +2%
FT
415
Fiduciary Trust
Massachusetts
$259K +$54.7K +261 +27%
MFG
416
Merit Financial Group
Georgia
$253K +$253K +1,205 New
Schroder Investment Management Group
417
Schroder Investment Management Group
United Kingdom
$253K – – –
PIA
418
Prakash Investment Advisors
Massachusetts
$252K +$252K +1,200 New
MA
419
Mutual Advisors
Nebraska
$249K +$52.6K +260 +27%
QWM
420
Quadcap Wealth Management
Texas
$247K +$247K +1,180 New
WTC
421
WhitTier Trust Company
Nevada
$245K +$137K +655 +128%
BAM
422
Blueshift Asset Management
New Jersey
$244K -$385K -1,838 -61%
AWA
423
Arkadios Wealth Advisors
Georgia
$244K -$27.5K -131 -10%
NG
424
Norden Group
Utah
$243K -$98.4K -469 -29%
FRM
425
Fox Run Management
Connecticut
$242K +$242K +1,152 New
15 16
17
18 19