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ICLR

Overview Fund Activity

528 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 197 reducing their positions, and 64 closing their positions.

Holders
528
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
8.33%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.35%
New
64
Increased
186
Reduced
197
Closed
64
Calls
$16.6M
Puts
$9.04M
Net Calls
+$7.6M
Net Calls Change
-$6.05M

Top Buyers

1
BlackRock
1
BlackRock
New York
$469M
2
BI
2
BlueSpruce Investments
Illinois
$286M
3
State Street
3
State Street
Massachusetts
$239M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$859M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$669M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.67B
2
PL
2
Perpetual Ltd
Australia
$798K
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Millennium Management
4
Millennium Management
New York
$161M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
MV Capital Management
Maryland
$12.5K – – –
CNBTD
477
Citizens National Bank Trust Department
Mississippi
$12.5K – – –
MCA
478
Maryland Capital Advisors
Maryland
$12.5K – – –
PB
479
Pinnacle Bancorp
Nebraska
$12.5K – – –
AF
480
Advisornet Financial
Minnesota
$12.3K – – –
FCA
481
FinTrust Capital Advisors
South Carolina
$12K – – –
BIA
482
Bell Investment Advisors
California
$11K +$8.01K +32 +267%
TFGT
483
TS Financial Group (TSFG)
Illinois
$11K +$11K +42 New
NFSG
484
Newbridge Financial Services Group
Florida
$10K – – –
HI
485
Harbour Investments
Wisconsin
$10K – – –
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$9.76K -$2.5K -10 -20%
IAS
487
IMA Advisory Services
Colorado
$9.76K – – –
WPA
488
West Paces Advisors
Georgia
$9.01K – – –
RIM
489
Ranger Investment Management
Texas
$9.01K +$2K +8 +29%
TAM
490
Tucker Asset Management
Colorado
$8.01K – – –
ADL
491
Asset Dedication LLC
California
$8K – – –
GWSG
492
GPS Wealth Strategies Group
Colorado
$7.26K -$250 -1 -3%
WT
493
Washington Trust
Rhode Island
$7.26K -$250 -1 -3%
HWA
494
HHM Wealth Advisors
Tennessee
$7.26K – – –
EBA
495
Eagle Bay Advisors
New York
$6.76K – – –
WP
496
WealthPLAN Partners
Nebraska
$6.51K -$9.51K -38 -59%
TC
497
Truvestments Capital
Florida
$6.51K – – –
SSB
498
Sandy Spring Bank
Maryland
$5.76K +$5.76K +23 New
GWS
499
Glassman Wealth Services
Virginia
$5.76K +$5.76K +23 New
KFS
500
Kelly Financial Services
Massachusetts
$5.5K +$5.5K +22 New
18 19
20
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