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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$1.87B
2
Citadel Advisors
Citadel Advisors
Florida
$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
Victory Capital Management
Texas
$163M
5
Artisan Partners
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
Franklin Resources
California
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
451
Hollencrest Capital Management
California
$89.4K -$16K -65 -15%
AA
452
Alta Advisers
United Kingdom
$73.9K – – –
Nomura Asset Management
453
Nomura Asset Management
Japan
$69.2K – – –
AF
454
Allworth Financial
California
$67.2K +$47.8K +194 +246%
Sands Capital Management
455
Sands Capital Management
Virginia
$62.8K +$62.8K +255 New
QCG
456
Quadrant Capital Group
Ohio
$60.6K +$16.3K +66 +37%
FMP
457
Financial Management Professionals
Texas
$60K – – –
OA
458
Operose Advisors
Wisconsin
$56.9K +$56.9K +231 New
EWA
459
EverSource Wealth Advisors
Alabama
$54.7K +$2.46K +10 +5%
HT
460
Headlands Technologies
Illinois
$54.7K +$54.7K +222 New
Asset Management One
461
Asset Management One
Japan
$54.2K – – –
SOW
462
State of Wyoming
Wyoming
$49.3K +$18.2K +74 +59%
BBHC
463
Brown Brothers Harriman & Co
New York
$43.3K – – –
TWM
464
Tradition Wealth Management
Minnesota
$39K – – –
QL
465
Quarry LP
New York
$38.9K +$38.9K +158 New
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$38.4K – – –
CP
467
Castleview Partners
Texas
$37.9K – – –
FFA
468
Farther Finance Advisors
California
$31.8K -$5.17K -21 -14%
OCM
469
Orion Capital Management
California
$29.6K +$29.6K +120 New
GCM
470
Gladius Capital Management
Illinois
$29.1K +$29.1K +118 New
CSS
471
Cubist Systematic Strategies
Connecticut
$27.8K +$27.8K +113 New
LC
472
Lindbrook Capital
California
$23.9K -$6.9K -28 -22%
PTC
473
Private Trust Company
Ohio
$23.4K -$5.66K -23 -19%
BWP
474
Baldwin Wealth Partners
Massachusetts
$23.4K +$5.17K +21 +28%
LFG
475
Larson Financial Group
Missouri
$22.7K +$2.71K +11 +14%
17 18
19
20 21