ICLR icon

Icon
ICLR

Overview Fund Activity

484 hedge funds and large institutions have $13.9B invested in Icon in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 196 reducing their positions, and 57 closing their positions.

Holders
484
Holders Change
-19
Holders Change %
-3.78%
% of All Funds
8.37%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
50
Increased
156
Reduced
196
Closed
57
Calls
$6.36M
Puts
$3.97M
Net Calls
+$2.39M
Net Calls Change
+$1.62M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$374M
2
Franklin Resources
2
Franklin Resources
California
$275M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$586M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$107M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$183M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$240M
2
PG
2
Pendal Group
Australia
$196M
3
American Century Companies
3
American Century Companies
Missouri
$434M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$350M
5
SCM
5
Steadfast Capital Management
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$11K 59 – –
HR
427
Howe & Rusling
New York
$11K 59 +26 +79%
PTC
428
Private Trust Company
Ohio
$11K 60 +51 +567%
WPA
429
West Paces Advisors
Georgia
$10.8K 59 – –
CHA
430
Carmichael Hill & Associates
Maryland
$10K 55 – –
AFS
431
Annapolis Financial Services
Maryland
$10K 54 +54 New
Bank of Montreal
432
Bank of Montreal
Ontario, Canada
$9.34K 49,432 +1,074 +2%
FRA
433
Front Row Advisors
California
$9K 47 -45 -49%
MCM
434
MV Capital Management
Maryland
$9K 50 – –
HI
435
Harbour Investments
Wisconsin
$9K 40 – –
CNBTD
436
Citizens National Bank Trust Department
Mississippi
$9K 50 – –
AF
437
Advisornet Financial
Minnesota
$9K 47 – –
MCA
438
Maryland Capital Advisors
Maryland
$9K 50 – –
SC
439
Sierra Capital
Florida
$8K 45 +33 +275%
IAS
440
IMA Advisory Services
Colorado
$7K 39 – –
NFSG
441
Newbridge Financial Services Group
Florida
$7K 40 – –
TCOV
442
Trust Company of Vermont
Vermont
$7K 38 +38 New
SC
443
Stephens Consulting
Michigan
$6.8K 37 – –
WT
444
Washington Trust
Rhode Island
$6K 33 +10 +43%
FGAM
445
Financial Gravity Asset Management
Texas
$5.27K 4,048 -2,028 -33%
MAM
446
Meeder Asset Management
Ohio
$5K 28 -15 -35%
BIA
447
Bell Investment Advisors
California
$5K 25 – –
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$5K 29 – –
CP
449
Castleview Partners
Texas
$5K 27 – –
DWP
450
Destiny Wealth Partners
Florida
$5K 29 – –
16 17
18
19 20