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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$372M
2
Millennium Management
Millennium Management
New York
$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$627M
4
Franklin Resources
Franklin Resources
California
$457M
5
Artisan Partners
Artisan Partners
Wisconsin
$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$505M
2
ClearBridge Investments
ClearBridge Investments
New York
$307M
3
American Century Companies
American Century Companies
Missouri
$413M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$32.2M
5
SCM
Steadfast Capital Management
New York
$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
451
California State Teachers Retirement System (CalSTRS)
California
$33.3K -$214 -1 -0.6%
EI
452
Ellevest Inc
New York
$29.5K – – –
HI
453
Horizon Investments
North Carolina
$28.6K +$28.6K +134 New
CP
454
Castleview Partners
Texas
$27.6K +$21.8K +102 +378%
LC
455
Lindbrook Capital
California
$27.3K -$5.98K -28 -18%
MWC
456
MBM Wealth Consultants
Missouri
$26K – – –
OCM
457
Orion Capital Management
California
$25.6K +$25.6K +120 New
PTC
458
Private Trust Company
Ohio
$25K +$4.06K +19 +19%
SOW
459
State of Wyoming
Wyoming
$24.6K +$3.42K +16 +16%
RFA
460
Resurgent Financial Advisors
Georgia
$23.3K +$1.28K +6 +6%
CSWM
461
Cassady Schiller Wealth Management
Ohio
$21.4K – – –
CCA
462
Column Capital Advisors
Indiana
$19K – – –
LFG
463
Larson Financial Group
Missouri
$17.3K – – –
CFB
464
Cullen/Frost Bankers
Texas
$16.9K – – –
MIA
465
Milestone Investment Advisors
Wisconsin
$16.7K +$16.7K +78 New
AF
466
Allworth Financial
California
$16.4K +$10.3K +48 +166%
FFA
467
Farther Finance Advisors
California
$15.8K -$10.7K -50 -40%
BWP
468
Baldwin Wealth Partners
Massachusetts
$15.8K – – –
WP
469
WealthPLAN Partners
Nebraska
$13.7K +$13.7K +64 New
BWM
470
Baystate Wealth Management
Massachusetts
$13.2K +$2.78K +13 +27%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$13K – – –
FCA
472
FinTrust Capital Advisors
South Carolina
$12K – – –
FRA
473
Front Row Advisors
California
$12K +$1.03K +5 +9%
RFG
474
RFP Financial Group
Georgia
$12K – – –
CHA
475
Carmichael Hill & Associates
Maryland
$11.7K – – –
17 18
19
20 21