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598 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

12% more capital invested

Capital invested by funds: $19.7B → $22.1B (+$2.45B)

8% more funds holding

Funds holding: 552 → 598 (+46)

4% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $18.4M

1.84% less ownership

Funds ownership: 98.23% → 96.39% (-1.8%)

16% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 221

Holders
598
Holders Change
+46
Holders Change %
+8.33%
% of All Funds
8.72%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
105
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
+$308M
2
Morgan Stanley
Morgan Stanley
New York
+$153M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$137M
4
JP Morgan Chase
JP Morgan Chase
New York
+$137M
5
Bessemer Group
Bessemer Group
New Jersey
+$115M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$188M
2
Citadel Advisors
Citadel Advisors
Florida
-$162M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
4
Holocene Advisors
Holocene Advisors
New York
-$86M
5
PCP
Pacific Capital Partners
-$84.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
26
BlueSpruce Investments
Illinois
$253M -$22.1M -85,524 -9%
Citadel Advisors
27
Citadel Advisors
Florida
$244M -$162M -625,886 -42%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$243M -$2.34M -9,039 -1%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$239M +$11M +42,419 +5%
Goldman Sachs
30
Goldman Sachs
New York
$210M +$4.23M +16,358 +2%
TSAM
31
Trinity Street Asset Management
United Kingdom
$204M +$22.6M +87,388 +14%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$197M +$1.64M +6,331 +0.9%
Millennium Management
33
Millennium Management
New York
$192M -$29M -112,042 -14%
Northern Trust
34
Northern Trust
Illinois
$176M +$820K +3,170 +0.5%
EARNEST Partners
35
EARNEST Partners
Georgia
$165M +$315K +1,216 +0.2%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$158M +$732K +2,830 +0.5%
Norges Bank
37
Norges Bank
Norway
$155M -$28.1M -108,747 -17%
WA
38
Wasatch Advisors
Utah
$154M -$8.2M -31,689 -5%
A
39
AustralianSuper
Australia
$148M – – –
ACM
40
American Capital Management
New York
$145M -$2.91M -11,252 -2%
CIM
41
CCLA Investment Management
United Kingdom
$141M -$8.19M -31,639 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$136M +$720K +2,784 +0.6%
Principal Financial Group
43
Principal Financial Group
Iowa
$134M -$11.9M -46,144 -9%
Bessemer Group
44
Bessemer Group
New Jersey
$130M +$115M +444,491 +3,065%
SIMG
45
Stephens Investment Management Group
Texas
$128M -$5M -19,331 -4%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$119M +$519K +2,004 +0.5%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$118M +$2.72M +10,498 +3%
Renaissance Technologies
48
Renaissance Technologies
New York
$104M -$35.8M -138,300 -27%
FPA
49
First Pacific Advisors
California
$99.3M +$1.22M +4,730 +1%
Vanguard Group
50
Vanguard Group
Pennsylvania
$82.1M +$3.31M +12,775 +5%
1
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ICLR Hedge Fund Activity: Q4 2023 in Review

598 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2023, worth a combined $22.1B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ICLR positions and 49 closed out — a net gain of 56 holders — while 186 added to existing stakes and 221 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $308M. The largest seller was WCM Investment Management, cutting an estimated $188M.

  • 598 institutional investors held Icon (ICLR) as of Q4 2023, up from 552 in Q3 2023.
  • Funds reported $22.1B of Icon stock for Q4 2023, up 12% quarter-over-quarter.
  • 105 funds opened new Icon positions in Q4 2023 and 49 closed out, a net change of +56 holders.
  • The largest Icon buyer in Q4 2023 was T. Rowe Price Associates, an estimated $308M added.
  • The largest Icon seller in Q4 2023 was WCM Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2023.