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533 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 185 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $5.28M

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

11% more capital invested

Capital invested by funds: $14.4B → $16B (+$1.57B)

1% more funds holding

Funds holding: 527533 (+6)

5% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 185

0.37% more ownership

Funds ownership: 91.02%91.38% (+0.37%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
533
Holders Change
+6
Holders Change %
+1.14%
% of All Funds
8.49%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
66
Increased
195
Reduced
185
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
26
Perpetual Ltd
Australia
$172M +$179M +805,872 New
Norges Bank
27
Norges Bank
Norway
$158M +$8.18M +36,767 +5%
TSAM
28
Trinity Street Asset Management
United Kingdom
$146M +$15.1M +67,658 +11%
Artisan Partners
29
Artisan Partners
Wisconsin
$143M +$81.5M +366,022 +120%
ACM
30
American Capital Management
New York
$140M -$2.43M -10,928 -2%
Goldman Sachs
31
Goldman Sachs
New York
$139M +$2.43M +10,926 +2%
WA
32
Wasatch Advisors
Utah
$123M -$3.79M -17,008 -3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$120M +$35.1M +157,527 +41%
A
34
AustralianSuper
Australia
$117M +$29.2M +131,369 +32%
EARNEST Partners
35
EARNEST Partners
Georgia
$111M -$617K -2,774 -0.5%
CIM
36
CCLA Investment Management
United Kingdom
$110M +$734K +3,300 +0.6%
Principal Financial Group
37
Principal Financial Group
Iowa
$105M -$2.2M -9,900 -2%
SIMG
38
Stephens Investment Management Group
Texas
$102M -$2.13M -9,563 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$88.6M -$28M -125,880 -23%
Northern Trust
40
Northern Trust
Illinois
$87.2M -$3.23M -14,504 -3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$86.5M +$728K +3,269 +0.8%
SCM
42
Steadfast Capital Management
New York
$85.4M -$65.7M -295,333 -42%
BlackRock
43
BlackRock
New York
$81.9M -$7.4M -33,253 -8%
JP Morgan Chase
44
JP Morgan Chase
New York
$80.4M +$11.5M +51,674 +16%
FPA
45
First Pacific Advisors
California
$76.4M -$296K -1,332 -0.4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$70.3M +$3.15M +14,133 +4%
SEI Investments
47
SEI Investments
Pennsylvania
$67.5M +$8.35M +37,530 +13%
GPGA
48
Grandeur Peak Global Advisors
Utah
$64.9M +$3.06M +13,733 +5%
Ameriprise
49
Ameriprise
Minnesota
$61M -$4.01M -17,997 -6%
Legal & General Group
50
Legal & General Group
United Kingdom
$59.4M +$3.62M +16,253 +6%

ICLR Hedge Fund Activity: Q1 2023 in Review

533 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q1 2023, worth a combined $16B — up 11% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ICLR positions and 49 closed out — a net gain of 17 holders — while 195 added to existing stakes and 185 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $181M. The largest seller was Wellington Management Group, cutting an estimated $93.5M.

  • 533 institutional investors held Icon (ICLR) as of Q1 2023, up from 527 in Q4 2022.
  • Funds reported $16B of Icon stock for Q1 2023, up 11% quarter-over-quarter.
  • 66 funds opened new Icon positions in Q1 2023 and 49 closed out, a net change of +17 holders.
  • The largest Icon buyer in Q1 2023 was Capital Research Global Investors, an estimated $181M added.
  • The largest Icon seller in Q1 2023 was Wellington Management Group, an estimated $93.5M sold.

Based on aggregated 13F filings for Q1 2023.