ICLR icon

Icon
ICLR

Overview Fund Activity

507 hedge funds and large institutions have $17.5B invested in Icon in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-36
Holders Change %
-6.63%
% of All Funds
8.02%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
54
Increased
175
Reduced
193
Closed
80
Calls
$22M
Puts
$8.39M
Net Calls
+$13.6M
Net Calls Change
-$18.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
2
American Century Companies
American Century Companies
Missouri
$674M
3
Jennison Associates
Jennison Associates
New York
$152M
4
Boston Partners
Boston Partners
Massachusetts
$648M
5
Invesco
Invesco
Georgia
$328M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$282M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$105M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
476
Fortitude Advisory Group
Washington
$6K – – –
NL
477
NVWM LLC
Pennsylvania
$6K +$6K +25 New
LWP
478
Lumature Wealth Partners
Georgia
$5K -$909 -4 -15%
AF
479
Allworth Financial
California
$5K – – –
AA
480
Ancora Advisors
Ohio
$5K – – –
KFI
481
Key Financial Inc
Pennsylvania
$5K – – –
BEI
482
Benjamin Edwards Inc
Missouri
$4K -$204K -814 -98%
CT
483
Cambridge Trust
Massachusetts
$4K -$64.8K -243 -94%
RIM
484
Ranger Investment Management
Texas
$4K – – –
AWM
485
Accel Wealth Management
Iowa
$4K – – –
TFP
486
Tilia Fiduciary Partners
North Carolina
$4K – – –
IFAM
487
Institutional & Family Asset Management
Colorado
$4K +$2K +8 +100%
PWMG
488
Prestige Wealth Management Group
New Jersey
$3K -$273 -1 -8%
M
489
MOTCO
Texas
$3K – – –
UB
490
UMB Bank
Missouri
$3K – – –
LWA
491
Lenox Wealth Advisors
New York
$3K – – –
LCM
492
Logan Capital Management
Pennsylvania
$3K – – –
SC
493
Sierra Capital
Florida
$3K +$1.36K +5 +83%
PCA
494
Providence Capital Advisors
North Carolina
$3K +$3K +12 New
GEA
495
Glen Eagle Advisors
New Jersey
$2.68K – – –
Jones Financial Companies
496
Jones Financial Companies
Missouri
$2K -$9.56K -43 -83%
HCP
497
Hexagon Capital Partners
Arkansas
$2K – – –
TF
498
Tompkins Financial
New York
$2K – – –
CTC
499
Central Trust Company
Missouri
$2K – – –
ADL
500
Asset Dedication LLC
California
$2K – – –
18 19
20
21 22