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ICLR

Overview Fund Activity

507 hedge funds and large institutions have $17.5B invested in Icon in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-36
Holders Change %
-6.63%
% of All Funds
8.02%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
54
Increased
175
Reduced
193
Closed
80
Calls
$22M
Puts
$8.39M
Net Calls
+$13.6M
Net Calls Change
-$18.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
2
American Century Companies
American Century Companies
Missouri
$674M
3
Jennison Associates
Jennison Associates
New York
$152M
4
Boston Partners
Boston Partners
Massachusetts
$648M
5
Invesco
Invesco
Georgia
$328M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$282M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$105M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
451
Baldwin Wealth Partners
Massachusetts
$18K – – –
Macquarie Group
452
Macquarie Group
Australia
$17.7K +$4.13K +16,991 +31%
PCH
453
Polar Capital Holdings
United Kingdom
$17.2K -$8.08K -33,211 -32%
PFBT
454
Parkside Financial Bank & Trust
Missouri
$16K +$10.9K +45 +214%
MAM
455
Meeder Asset Management
Ohio
$15K +$15K +64 New
BFEC
456
Benjamin F. Edwards & Company
Missouri
$14K – – –
PCG
457
Private Capital Group
Connecticut
$14K +$5.5K +22 +65%
CHA
458
Carmichael Hill & Associates
Maryland
$13K – – –
PFS
459
Prospera Financial Services
Texas
$13K +$13K +52 New
MCM
460
MV Capital Management
Maryland
$12K – – –
GRP
461
Global Retirement Partners
California
$12K +$12K +55 New
FGAM
462
Financial Gravity Asset Management
Texas
$11.3K -$48 -49 -0.4%
CNBTD
463
Citizens National Bank Trust Department
Mississippi
$11K – – –
NFSG
464
Newbridge Financial Services Group
Florida
$10K -$1K -4 -9%
TAIM
465
TD Ameritrade Investment Management
Nebraska
$10K – – –
First Manhattan
466
First Manhattan
New York
$9K -$1.1K -5 -11%
HR
467
Howe & Rusling
New York
$9K – – –
IAS
468
IMA Advisory Services
Colorado
$9K – – –
EWA
469
EverSource Wealth Advisors
Alabama
$9K – – –
JWA
470
JFS Wealth Advisors
Pennsylvania
$9K +$4.62K +20 +105%
SC
471
Stephens Consulting
Michigan
$9K -$5.35K -22 -37%
DFCM
472
Dark Forest Capital Management
Puerto Rico
$8K +$6.67K +30 +500%
T
473
TCWP
Ohio
$8K +$8K +34 New
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
PO
475
Private Ocean
California
$7K +$724 +3 +12%
17 18
19
20 21