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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 %
GWM
426
Geneos Wealth Management
Colorado
$125K – – –
GRP
427
Global Retirement Partners
California
$121K +$42.5K +229 +54%
FHA
428
First Horizon Advisors
Tennessee
$118K +$11.5K +54 +11%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$102K -$28.5K -133 -22%
CAL
430
Capital Advisors Ltd
Ohio
$101K – – –
KFI
431
Key Financial Inc
Pennsylvania
$93.8K +$89.7K +420 +2,211%
HCM
432
Hollencrest Capital Management
California
$91.4K – – –
S
433
SignatureFD
Georgia
$83.9K +$1.92K +9 +2%
CA
434
Clearstead Advisors
Ohio
$81.4K +$78.8K +369 +3,075%
PPC
435
Park Place Capital
Alabama
$78.6K +$2.56K +12 +3%
AA
436
Alta Advisers
United Kingdom
$64.1K – – –
NA
437
NewEdge Advisors
Louisiana
$61.3K -$25.6K -120 -29%
TF
438
TimeScale Financial
Massachusetts
$60K – – –
Nomura Asset Management
439
Nomura Asset Management
Japan
$60K +$30.5K +143 +104%
BTI
440
Blue Trust Inc
Georgia
$60K -$2.69K -14 -4%
DGAM
441
Desjardins Global Asset Management
Quebec, Canada
$58K -$4.51K -21 -7%
AAS
442
Ameritas Advisory Services
Nebraska
$52.3K +$52.3K +249 New
FMP
443
Financial Management Professionals
Texas
$52K – – –
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.1K – – –
CA
445
Crewe Advisors
Utah
$43.8K -$17.5K -82 -29%
TCOV
446
Trust Company of Vermont
Vermont
$42.9K +$42.9K +201 New
QCG
447
Quadrant Capital Group
Ohio
$39.1K +$2.14K +10 +6%
Asset Management One
448
Asset Management One
Japan
$38.4K – – –
BBHC
449
Brown Brothers Harriman & Co
New York
$37.6K -$21.6K -101 -36%
TWM
450
Tradition Wealth Management
Minnesota
$34K – – –
16 17
18
19 20