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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
426
Penobscot Investment Management
Massachusetts
$241K -$12.6K -60 -5%
HR
427
Hardy Reed
Mississippi
$240K – – –
IFWM
428
Institute for Wealth Management
Colorado
$240K +$240K +1,144 New
ACM
429
Alta Capital Management
Utah
$240K -$18.7M -88,977 -99%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$235K -$34.8K -166 -13%
JFG
431
Jefferies Financial Group
New York
$232K -$237K -1,128 -50%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$230K -$872K -4,159 -79%
TCA
433
Transcend Capital Advisors
New Jersey
$229K +$229K +1,091 New
AWS
434
Atria Wealth Solutions
New York
$225K -$253K -1,205 -53%
FNBOH
435
First National Bank of Hutchinson
Kansas
$225K – – –
JGC
436
J. Goldman & Co
New York
$225K +$225K +1,072 New
MWM
437
Mission Wealth Management
California
$223K -$3.36K -16 -1%
NW
438
NewEdge Wealth
Pennsylvania
$223K +$223K +1,063 New
PWMAG
439
Pinnacle Wealth Management Advisory Group
New Jersey
$222K – – –
CAG
440
Cypress Advisory Group
Arizona
$215K +$215K +1,027 New
KPWS
441
Kestra Private Wealth Services
Texas
$215K -$333K -1,586 -61%
DC
442
Davenport & Co
Virginia
$214K +$214K +1,021 New
FCM
443
Farallon Capital Management
California
$210K -$46.1M -219,800 -100%
BFS
444
Bradley Foster & Sargent
Connecticut
$210K – – –
MSCM
445
McElhenny Sheffield Capital Management
Texas
$210K – – –
PWM
446
Purus Wealth Management
California
$203K -$256K -1,221 -56%
RCA
447
Resonant Capital Advisors
Wisconsin
$201K -$1.68K -8 -0.8%
MOS
448
MGO One Seven
Ohio
$200K +$12.4K +59 +7%
PA
449
Parallel Advisors
California
$190K -$4.82K -23 -2%
AWM
450
Avior Wealth Management
Nebraska
$187K +$80.9K +386 +76%
16 17
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