ICLR icon

Icon
ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
451
AssetMark Inc
California
$183K -$6.5K -31 -3%
HNB
452
Huntington National Bank
Ohio
$163K -$106K -506 -39%
Credit Agricole
453
Credit Agricole
France
$157K -$1.17M -5,581 -88%
SPIA
454
Steward Partners Investment Advisory
New York
$153K -$58.1K -277 -28%
Pacer Advisors
455
Pacer Advisors
Pennsylvania
$153K +$5.87K +28 +4%
IA
456
IFP Advisors
Florida
$152K -$2.94K -14 -2%
AF
457
Aviso Financial
Ontario, Canada
$151K +$33.8K +161 +29%
AAM
458
Advisors Asset Management
Colorado
$141K -$9.86K -47 -7%
HI
459
Horizon Investments
North Carolina
$137K +$115K +550 +534%
SWM
460
Spire Wealth Management
Virginia
$135K +$23.5K +112 +21%
GBT
461
Grove Bank & Trust
Florida
$134K -$419 -2 -0.3%
AF
462
Allworth Financial
California
$125K -$1.63K -8 -1%
GWM
463
Geneos Wealth Management
Colorado
$119K -$2.94K -14 -2%
TPCW
464
TD Private Client Wealth
New York
$119K -$596K -2,842 -83%
S
465
SignatureFD
Georgia
$113K -$82.4K -393 -42%
RDFA
466
Ritter Daniher Financial Advisory
Ohio
$104K – – –
Jones Financial Companies
467
Jones Financial Companies
Missouri
$104K -$38.4K -183 -27%
FFA
468
Farther Finance Advisors
California
$101K -$24.5K -117 -20%
CAL
469
Capital Advisors Ltd
Ohio
$99K -$420 -2 -0.4%
CA
470
Clearstead Advisors
Ohio
$93.3K -$58.7K -280 -39%
GI
471
GAMMA Investing
California
$90.8K +$35.4K +169 +64%
WBC
472
Westpac Banking Corp
Australia
$86.8K -$3.15K -15 -3%
TFA
473
Transamerica Financial Advisors
Florida
$85K -$7.19K -34 -8%
Mirae Asset Global ETFs Holdings
474
Mirae Asset Global ETFs Holdings
Hong Kong
$84.1K +$27.7K +132 +49%
FHA
475
First Horizon Advisors
Tennessee
$81.2K -$44K -210 -35%
17 18
19
20 21