ICLR icon

Icon
ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
426
Great Lakes Retirement
Ohio
$387K 1,152 -35 -3%
FNBOH
427
First National Bank of Hutchinson
Kansas
$381K 1,135 +61 +6%
TRCT
428
Tower Research Capital (TRC)
New York
$378K 1,125 +364 +48%
AWM
429
Apollon Wealth Management
South Carolina
$377K 1,122 -62 -5%
AAP
430
Arax Advisory Partners
Colorado
$371K 1,105 -48 -4%
HW
431
Hancock Whitney
Mississippi
$369K 1,099 -126 -10%
AP
432
Americana Partners
Texas
$364K 1,084 +279 +35%
GWMR
433
GC Wealth Management RIA
Massachusetts
$360K 1,071 +85 +9%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$359K 1,067 +58 +6%
MWM
435
Mission Wealth Management
California
$357K 1,063 – –
PWMAG
436
Pinnacle Wealth Management Advisory Group
New Jersey
$356K 1,059 – –
IC
437
IEQ Capital
California
$342K 1,018 +205 +25%
BPCE
438
Bank Pictet & Cie (Europe)
Germany
$339K 1,009 -381 -27%
GM
439
GeoWealth Management
Illinois
$338K 1,007 +269 +36%
DAS
440
Diversify Advisory Services
Utah
$338K 1,019 +1,019 New
BFS
441
Bradley Foster & Sargent
Connecticut
$336K 1,000 – –
MSCM
442
McElhenny Sheffield Capital Management
Texas
$336K 1,000 – –
Northwestern Mutual Wealth Management
443
Northwestern Mutual Wealth Management
Wisconsin
$334K 995 -368 -27%
CG
444
Caprock Group
Idaho
$332K 988 +988 New
EI
445
Ellevest Inc
New York
$329K 978 -223 -19%
TWC
446
TD Waterhouse Canada
Ontario, Canada
$327K 1,006 -15 -1%
GGS
447
Galvin Gaustad & Stein
Arizona
$327K 972 -25 -3%
UOC
448
UBS O'Connor
Illinois
$327K 972 +972 New
HSBC Holdings
449
HSBC Holdings
United Kingdom
$324K 964 -3 -0.3%
RCA
450
Resonant Capital Advisors
Wisconsin
$324K 964 +3 +0.3%
16 17
18
19 20