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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$1.87B
2
Citadel Advisors
Citadel Advisors
Florida
$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
Victory Capital Management
Texas
$163M
5
Artisan Partners
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
Franklin Resources
California
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
426
Williams Jones Wealth Management
New York
$212K – – –
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$211K +$211K +864 New
FCI
428
Financial Counselors Inc
Kansas
$211K -$20.2K -82 -9%
IHL
429
Investment House LLC
California
$211K – – –
SPIA
430
Steward Partners Investment Advisory
New York
$210K +$22.2K +90 +12%
ESCM
431
Echo Street Capital Management
New York
$206K +$206K +835 New
AIG
432
American International Group
New York
$196K -$11.8K -48 -6%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$193K +$10.3K +42 +6%
GBT
434
Grove Bank & Trust
Florida
$180K +$11.1K +45 +7%
AAP
435
Arax Advisory Partners
Colorado
$178K +$8.37K +34 +5%
NS
436
NBC Securities
Alabama
$174K +$174K +709 New
AssetMark Inc
437
AssetMark Inc
California
$162K -$321K -1,302 -66%
S
438
SignatureFD
Georgia
$159K +$59.1K +240 +59%
Robeco Institutional Asset Management
439
Robeco Institutional Asset Management
Netherlands
$157K -$8.87K -36 -5%
SWM
440
Spire Wealth Management
Virginia
$156K -$739 -3 -0.5%
KFI
441
Key Financial Inc
Pennsylvania
$153K – – –
GRP
442
Global Retirement Partners
California
$152K -$3.85K -16 -2%
GWM
443
Geneos Wealth Management
Colorado
$150K – – –
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$149K +$14.1K +57 +10%
Simplex Trading
445
Simplex Trading
Illinois
$147K +$147K +599 New
C
446
Covestor
United Kingdom
$146K +$146K +591 New
CFGS
447
Concourse Financial Group Securities
Alabama
$128K -$67.5K -274 -35%
CAL
448
Capital Advisors Ltd
Ohio
$116K – – –
FHA
449
First Horizon Advisors
Tennessee
$114K -$17.5K -71 -13%
PPC
450
Park Place Capital
Alabama
$96.8K – – –
16 17
18
19 20