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447 hedge funds and large institutions have $12.2B invested in Icon in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $96.3M | Put options by funds: $41.7M

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

23% more capital invested

Capital invested by funds: $9.9B → $12.2B (+$2.26B)

16.36% more ownership

Funds ownership: 95.5%111.86% (+16%)

5% more funds holding

Funds holding: 424447 (+23)

Holders
447
Holders Change
+23
Holders Change %
+5.42%
% of All Funds
7.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.31%
New
79
Increased
167
Reduced
121
Closed
50
Calls
$96.3M
Puts
$41.7M
Net Calls
+$54.6M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
476
Bartlett & Co
Ohio
-$98K -500 Closed
BCWM
477
Bartlett & Co Wealth Management
Ohio
-$98.2K -500 Closed
IAIM
478
International Assets Investment Management
Florida
-$83K -426 Closed
SFS
479
Sowell Financial Services
Arkansas
-$87K -390 Closed
RWB
480
RMR Wealth Builders
New Jersey
-$73K -372 Closed
APWM
481
Atlas Private Wealth Management
New York
-$69K -350 Closed
CIM
482
Contravisory Investment Management
Massachusetts
-$55K -281 Closed
VFA
483
Valeo Financial Advisors
Indiana
-$40K -202 Closed
ACM
484
Allred Capital Management
Texas
-$33.2K -169 Closed
EWA
485
Evolution Wealth Advisors
Florida
-$27K -137 Closed
NIC
486
Northwest Investment Counselors
Oregon
-$20K -100 Closed
WAP
487
Wealthcare Advisory Partners
Pennsylvania
-$15K -77 Closed
DWP
488
Destiny Wealth Partners
Florida
-$8K -41 Closed
MC
489
Maverick Capital
Texas
-$6K -29 Closed
CT
490
Caldwell Trust
Florida
-$5.11K -26 Closed
AA
491
AlphaMark Advisors
Kentucky
-$5K -25 Closed
WP
492
WealthShield Partners
North Carolina
-$4K -20 Closed
BAM
493
Bellevue Asset Management
Washington
-$3K -17 Closed
CFFP
494
Center for Financial Planning
Michigan
-$3K -16 Closed
TCWM
495
Total Clarity Wealth Management
Illinois
-$3K -15 Closed
PAM
496
Panagora Asset Management
Massachusetts
-$2K -8 Closed
FFG
497
Ford Financial Group
California
+$647 +3 New

ICLR Hedge Fund Activity: Q2 2021 in Review

447 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q2 2021, worth a combined $12.2B — up 23% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ICLR positions and 50 closed out — a net gain of 29 holders — while 167 added to existing stakes and 121 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $310M. The largest seller was Wasatch Advisors, cutting an estimated $145M.

  • 447 institutional investors held Icon (ICLR) as of Q2 2021, up from 424 in Q1 2021.
  • Funds reported $12.2B of Icon stock for Q2 2021, up 23% quarter-over-quarter.
  • 79 funds opened new Icon positions in Q2 2021 and 50 closed out, a net change of +29 holders.
  • The largest Icon buyer in Q2 2021 was Massachusetts Financial Services, an estimated $310M added.
  • The largest Icon seller in Q2 2021 was Wasatch Advisors, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2021.