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ICLR

Overview Fund Activity

596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$432M
2
Morgan Stanley
Morgan Stanley
New York
$256M
3
Capital Research Global Investors
Capital Research Global Investors
California
$723M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$273M
5
Bessemer Group
Bessemer Group
New Jersey
$130M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$1.96B
2
Citadel Advisors
Citadel Advisors
Florida
$244M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.57B
4
Holocene Advisors
Holocene Advisors
New York
$8.88M
5
Lazard Asset Management
Lazard Asset Management
New York
$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
451
CIBC World Market
Ontario, Canada
$228K -$252K -891 -52%
BWP
452
Bernardo Wealth Planning
Pennsylvania
$228K +$228K +805 New
AP
453
Americana Partners
Texas
$228K +$228K +805 New
ET
454
Entropy Technologies
New York
$224K +$224K +792 New
KWM
455
Kolinsky Wealth Management
New Jersey
$223K +$223K +787 New
Susquehanna International Group
456
Susquehanna International Group
Pennsylvania
$222K -$60K -212 -21%
CS
457
Credit Suisse
Switzerland
$222K -$83.5K -295 -27%
AIG
458
American International Group
New York
$219K -$5.94K -21 -3%
AGC
459
Aspen Grove Capital
Colorado
$219K +$219K +775 New
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$219K -$2.83K -10 -1%
EWS
461
Eagle Wealth Strategies
New Jersey
$217K +$217K +766 New
TRCT
462
Tower Research Capital (TRC)
New York
$215K -$175K -618 -45%
AAM
463
Aureus Asset Management
Massachusetts
$214K +$214K +757 New
FWM
464
Forza Wealth Management
Florida
$213K +$213K +751 New
IA
465
IFP Advisors
Florida
$212K -$124K -438 -37%
KWM
466
Kingsview Wealth Management
Oregon
$211K +$211K +744 New
S
467
SignatureFD
Georgia
$209K +$27.2K +96 +15%
MIM
468
Martin Investment Management
Florida
$209K +$209K +740 New
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$209K +$209K +740 New
QCM
470
QRG Capital Management
Illinois
$209K +$209K +739 New
GM
471
GeoWealth Management
Illinois
$209K +$209K +738 New
Cerity Partners
472
Cerity Partners
New York
$208K +$208K +736 New
CQS
473
Credential Qtrade Securities
$208K -$38.8K -137 -16%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$207K +$36.2K +128 +21%
SM
475
Sciencast Management
New Jersey
$206K +$206K +729 New
17 18
19
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