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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$372M
2
Millennium Management
Millennium Management
New York
$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$627M
4
Franklin Resources
Franklin Resources
California
$457M
5
Artisan Partners
Artisan Partners
Wisconsin
$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$505M
2
ClearBridge Investments
ClearBridge Investments
New York
$307M
3
American Century Companies
American Century Companies
Missouri
$413M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$32.2M
5
SCM
Steadfast Capital Management
New York
$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
476
Bogart Wealth LLC
Virginia
$10.9K +$10.9K +51 New
MCM
477
MV Capital Management
Maryland
$10.7K – – –
PB
478
Pinnacle Bancorp
Nebraska
$10.7K – – –
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$10.7K – – –
MCA
480
Maryland Capital Advisors
Maryland
$10.7K – – –
CSPIA
481
Cary Street Partners Investment Advisory
Virginia
$10.5K – – –
AF
482
Advisornet Financial
Minnesota
$10.5K +$2.99K +14 +40%
AIP
483
Ahrens Investment Partners
Louisiana
$10K +$10K +47 New
WTC
484
WhitTier Trust Company
Nevada
$9.82K -$7.9K -37 -45%
HI
485
Harbour Investments
Wisconsin
$8.54K – – –
NFSG
486
Newbridge Financial Services Group
Florida
$8.54K – – –
IAS
487
IMA Advisory Services
Colorado
$8.33K – – –
WPA
488
West Paces Advisors
Georgia
$7.69K -$4.91K -23 -39%
BWA
489
BDO Wealth Advisors
Florida
$7.48K +$7.48K +35 New
HGERS
490
Householder Group Estate & Retirement Specialist
Arizona
$7K – – –
ADL
491
Asset Dedication LLC
California
$7K +$5.19K +23 +288%
TAM
492
Tucker Asset Management
Colorado
$6.84K +$6.84K +32 New
WT
493
Washington Trust
Rhode Island
$6.41K -$214 -1 -3%
FGAM
494
Financial Gravity Asset Management
Texas
$6.38K +$596 +20 +10%
GWSG
495
GPS Wealth Strategies Group
Colorado
$6.37K +$6.37K +30 New
HWA
496
HHM Wealth Advisors
Tennessee
$6.2K +$6.2K +29 New
RIM
497
Ranger Investment Management
Texas
$5.98K +$1.07K +5 +22%
EBA
498
Eagle Bay Advisors
New York
$5.77K – – –
TC
499
Truvestments Capital
Florida
$5.55K +$3.42K +16 +160%
BF
500
BOK Financial
Oklahoma
$5.34K +$5.34K +25 New
18 19
20
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