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ICLR

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 228 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+28
Holders Change %
+4.36%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
248
Reduced
228
Closed
51
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$821M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$120M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$308M

Top Sellers

1
State Street
1
State Street
Massachusetts
$90.7M
2
BlackRock
2
BlackRock
New York
$362M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$865M
4
WA
4
Wasatch Advisors
Utah
$1.75M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
426
Ellevest Inc
New York
$439K +$133K +424 +43%
FFO
427
Fiduciary Family Office
Florida
$424K -$1.25K -4 -0.3%
SIM
428
Sentry Investment Management
Wisconsin
$422K -$86.6K -276 -17%
PNC
429
Park National Corp
Ohio
$420K +$9.4K +30 +2%
HNB
430
Huntington National Bank
Ohio
$417K -$37K -118 -8%
Daiwa Securities Group
431
Daiwa Securities Group
Japan
$413K -$27.3K -87 -6%
ONB
432
Old National Bancorp
Indiana
$408K -$304K -971 -43%
BTI
433
Blue Trust Inc
Georgia
$408K +$407K +1,210 +40,333%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$405K -$16.3K -52 -4%
CG
435
Caprock Group
Idaho
$405K +$95.4K +304 +31%
GCP
436
GSA Capital Partners
United Kingdom
$400K +$400K +1,276 New
AT
437
American Trust
Kentucky
$400K -$36.4K -116 -8%
SWS
438
SYSTM Wealth Solutions
Illinois
$393K -$1.81M -5,789 -82%
Schroder Investment Management Group
439
Schroder Investment Management Group
United Kingdom
$391K -$12.5K -40 -3%
PA
440
Parallel Advisors
California
$388K -$54.2K -173 -12%
HSBC Holdings
441
HSBC Holdings
United Kingdom
$387K +$85.3K +272 +28%
SG Americas Securities
442
SG Americas Securities
New York
$387K +$116K +370 +43%
AWA
443
Arkadios Wealth Advisors
Georgia
$386K +$156K +497 +68%
1W
444
1776 Wealth
Georgia
$385K +$385K +1,227 New
FRA
445
Frank Rimerman Advisors
California
$384K +$383K +1,223 +61,150%
PIM
446
Penobscot Investment Management
Massachusetts
$384K – – –
AP
447
Americana Partners
Texas
$376K +$35.7K +114 +11%
CG
448
Cynosure Group
Utah
$372K +$372K +1,188 New
SOW
449
State of Wyoming
Wyoming
$369K -$43.3K -138 -10%
FT
450
Fiduciary Trust
Massachusetts
$365K +$85.6K +273 +31%
16 17
18
19 20