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ICLR

Overview Fund Activity

503 hedge funds and large institutions have $15.9B invested in Icon in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8.51%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
66
Increased
169
Reduced
194
Closed
63
Calls
$10.3M
Puts
$9.56M
Net Calls
+$772K
Net Calls Change
-$12.8M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$544M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.72B
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$329M
5
Boston Partners
Boston Partners
Massachusetts
$640M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$896M
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$75K
4
WCM Investment Management
WCM Investment Management
California
$1.4B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
Ancora Advisors
Ohio
$4K – – –
KFI
477
Key Financial Inc
Pennsylvania
$4K – – –
EBA
478
Eagle Bay Advisors
New York
$3.47K +$3.47K +16 New
PFS
479
Prospera Financial Services
Texas
$3K -$10K -40 -77%
RIM
480
Ranger Investment Management
Texas
$3K -$1.25K -5 -29%
LCM
481
Logan Capital Management
Pennsylvania
$3K – – –
BEI
482
Benjamin Edwards Inc
Missouri
$3K – – –
IFAM
483
Institutional & Family Asset Management
Colorado
$3K – – –
AWM
484
Accel Wealth Management
Iowa
$3K – – –
TFP
485
Tilia Fiduciary Partners
North Carolina
$3K – – –
SC
486
Sierra Capital
Florida
$3K +$250 +1 +9%
CWM
487
Castle Wealth Management
Florida
$3K +$3K +12 New
CAC
488
Core Alternative Capital
Georgia
$3K +$3K +13 New
TCWM
489
Total Clarity Wealth Management
Illinois
$3K +$3K +15 New
GEA
490
Glen Eagle Advisors
New Jersey
$2.38K – – –
CTC
491
Central Trust Company
Missouri
$2K – – –
M
492
MOTCO
Texas
$2K – – –
ADL
493
Asset Dedication LLC
California
$2K – – –
PWMG
494
Prestige Wealth Management Group
New Jersey
$2K – – –
PTC
495
Private Trust Company
Ohio
$2K +$2K +9 New
TC
496
Truvestments Capital
Florida
$2K +$2K +10 New
HT
497
HighTower Trust
Texas
$1.5K +$1.5K +38,692 New
UB
498
UMB Bank
Missouri
$1K -$2.5K -10 -71%
CT
499
Cambridge Trust
Massachusetts
$1K -$1.5K -9 -60%
MFT
500
Moisand Fitzgerald Tamayo
Florida
$1K -$250 -1 -20%
18 19
20
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