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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
FNA
451
First National Advisers
Nebraska
$320K 952 +952 New
SPIA
452
Steward Partners Investment Advisory
New York
$316K 940 +99 +12%
MC
453
Machina Capital
France
$312K 929 +929 New
NP
454
NorthRock Partners
Minnesota
$312K 928 +22 +2%
SPC
455
Sigma Planning Corp
Michigan
$310K 923 +923 New
DIA
456
Dana Investment Advisors
Wisconsin
$309K 919 – –
S
457
SignatureFD
Georgia
$304K 905 +165 +22%
AQR Capital Management
458
AQR Capital Management
Connecticut
$303K 909 -226 -20%
FT
459
Fiduciary Trust
Massachusetts
$299K 890 +890 New
GA
460
GFS Advisors
Texas
$295K 878 – –
HIC
461
Holderness Investments Company
North Carolina
$294K 875 – –
SG Americas Securities
462
SG Americas Securities
New York
$291K 865 -4,712 -84%
WJWM
463
Williams Jones Wealth Management
New York
$289K 860 – –
NEI
464
Northwest & Ethical Investments
Ontario, Canada
$289K 860 +860 New
IHL
465
Investment House LLC
California
$287K 855 – –
CGH
466
Crossmark Global Holdings
Texas
$273K 813 +101 +14%
WKSWA
467
White Knight Strategic Wealth Advisors
New Jersey
$272K 810 – –
BWP
468
Bernardo Wealth Planning
Pennsylvania
$270K 805 – –
QCM
469
Quantinno Capital Management
New York
$270K 803 -7 -0.9%
PCM
470
Parsons Capital Management
Rhode Island
$268K 799 -261 -25%
AGC
471
Aspen Grove Capital
Colorado
$265K 789 +14 +2%
PTC
472
Petrus Trust Company
Texas
$264K 787 +787 New
CS
473
Credit Suisse
Switzerland
$263K 784 – –
KWM
474
Kolinsky Wealth Management
New Jersey
$263K 782 -5 -0.6%
CC
475
Centiva Capital
New York
$262K 779 -644 -45%
17 18
19
20 21