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ICLR

Overview Fund Activity

527 hedge funds and large institutions have $14.4B invested in Icon in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+43
Holders Change %
+8.88%
% of All Funds
8.5%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.31%
New
97
Increased
162
Reduced
202
Closed
49
Calls
$19.5M
Puts
$2.06M
Net Calls
+$17.4M
Net Calls Change
+$15M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$90.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$261M
3
Invesco
3
Invesco
Georgia
$303M
4
APM
4
Avidity Partners Management
Texas
$41.8M
5
FPA
5
First Pacific Advisors
California
$69.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$541M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$192M
3
A
3
AustralianSuper
Australia
$80.6M
4
CGI
4
Comgest Global Investors
France
$255M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
451
Logan Capital Management
Pennsylvania
$20.4K +$20.4K +105 New
RFA
452
Resurgent Financial Advisors
Georgia
$20K +$20K +103 New
CSWM
453
Cassady Schiller Wealth Management
Ohio
$19.4K +$19.4K +100 New
SOW
454
State of Wyoming
Wyoming
$19.2K +$3.11K +16 +19%
PTC
455
Private Trust Company
Ohio
$19K +$7.37K +38 +63%
CCA
456
Column Capital Advisors
Indiana
$17.3K – – –
AP
457
Arlington Partners
Alabama
$16.9K – – –
WTC
458
WhitTier Trust Company
Nevada
$16.1K – – –
LFG
459
Larson Financial Group
Missouri
$15.7K – – –
CFB
460
Cullen/Frost Bankers
Texas
$15.3K +$15.3K +79 New
BWP
461
Baldwin Wealth Partners
Massachusetts
$14.4K – – –
SC
462
Sierra Capital
Florida
$14K +$5.25K +27 +60%
MWM
463
MinichMacGregor Wealth Management
New York
$13.4K +$13.4K +69 New
CA
464
CoreCap Advisors
Michigan
$13.2K +$13.2K +68 New
FGAM
465
Financial Gravity Asset Management
Texas
$13.1K -$261K -3,854 -95%
FCA
466
FinTrust Capital Advisors
South Carolina
$12K -$971 -5 -7%
WPA
467
West Paces Advisors
Georgia
$11.5K – – –
BFEC
468
Benjamin F. Edwards & Company
Missouri
$11K – – –
RFG
469
RFP Financial Group
Georgia
$10.9K +$10.9K +56 New
CPG
470
Cornerstone Planning Group
New Jersey
$10.8K +$10.8K +47 New
CHA
471
Carmichael Hill & Associates
Maryland
$10.7K – – –
MPCL
472
My Personal CFO LLC
Washington
$10.1K +$10.1K +52 New
PB
473
Pinnacle Bancorp
Nebraska
$10K -$6.8K -34 -40%
CNBTD
474
Citizens National Bank Trust Department
Mississippi
$10K – – –
FRA
475
Front Row Advisors
California
$10K +$1.13K +6 +13%
17 18
19
20 21