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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$1.87B
2
Citadel Advisors
Citadel Advisors
Florida
$366M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
Victory Capital Management
Texas
$163M
5
Artisan Partners
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
Franklin Resources
California
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
476
Cullen/Frost Bankers
Texas
$19.5K – – –
CCA
477
Column Capital Advisors
Indiana
$18.5K -$3.45K -14 -16%
FRA
478
Front Row Advisors
California
$16.7K – – –
LAS
479
LWM Advisory Services
Florida
$16.3K +$16.3K +66 New
MIA
480
Milestone Investment Advisors
Wisconsin
$16K +$16K +65 New
HI
481
Harbour Investments
Wisconsin
$15K +$5.17K +21 +53%
BFEC
482
Benjamin F. Edwards & Company
Missouri
$15K – – –
RFG
483
RFP Financial Group
Georgia
$13.8K – – –
CHA
484
Carmichael Hill & Associates
Maryland
$13.5K – – –
BWL
485
Bogart Wealth LLC
Virginia
$12.6K – – –
FCA
486
FinTrust Capital Advisors
South Carolina
$12.4K -$2.98K -12 -19%
MCM
487
MV Capital Management
Maryland
$12.3K – – –
PB
488
Pinnacle Bancorp
Nebraska
$12.3K – – –
CNBTD
489
Citizens National Bank Trust Department
Mississippi
$12.3K – – –
MCA
490
Maryland Capital Advisors
Maryland
$12.3K – – –
OP
491
ORG Partners
Indiana
$12.3K -$93.1K -378 -88%
BIA
492
Bell Investment Advisors
California
$12.1K +$1.23K +5 +11%
AF
493
Advisornet Financial
Minnesota
$12.1K – – –
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$10.8K +44 +1,467%
KFS
495
Kelly Financial Services
Massachusetts
$10.6K +$5.17K +21 +95%
HIA
496
Harbor Investment Advisory
Maryland
$10.3K -$188K -762 -95%
RW
497
RVW Wealth
California
$10.3K +$10.3K +42 New
TFGT
498
TS Financial Group (TSFG)
Illinois
$10K – – –
IAS
499
IMA Advisory Services
Colorado
$9.6K – – –
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$9.6K – – –
18 19
20
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