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ICLR

Overview Fund Activity

596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$432M
2
Morgan Stanley
Morgan Stanley
New York
$256M
3
Capital Research Global Investors
Capital Research Global Investors
California
$723M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$273M
5
Bessemer Group
Bessemer Group
New Jersey
$130M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$1.96B
2
Citadel Advisors
Citadel Advisors
Florida
$244M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.57B
4
Holocene Advisors
Holocene Advisors
New York
$8.88M
5
Lazard Asset Management
Lazard Asset Management
New York
$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
476
NBC Securities
Alabama
$205K +$4.8K +17 +2%
CI
477
Cigna Investments
Connecticut
$203K +$203K +718 New
GBT
478
Grove Bank & Trust
Florida
$202K -$5.1K -18 -2%
CGH
479
Crossmark Global Holdings
Texas
$201K +$201K +712 New
GA
480
Goldstein Advisors
Wisconsin
$201K +$201K +710 New
KFI
481
Key Financial Inc
Pennsylvania
$171K -$5.38K -19 -3%
GRP
482
Global Retirement Partners
California
$168K +$9.28K +37 +6%
SWM
483
Spire Wealth Management
Virginia
$164K – – –
GWM
484
Geneos Wealth Management
Colorado
$154K -$18.7K -66 -11%
CAL
485
Capital Advisors Ltd
Ohio
$133K – – –
FHA
486
First Horizon Advisors
Tennessee
$133K +$1.7K +6 +1%
C
487
Covestor
United Kingdom
$132K -$35.8K -126 -21%
CB
488
Centennial Bank
Arkansas
$126K -$208K -735 -62%
Walleye Trading
489
Walleye Trading
New York
$113K +$113K +400 New
CFGS
490
Concourse Financial Group Securities
Alabama
$107K -$39.6K -140 -27%
HCM
491
Hollencrest Capital Management
California
$103K – – –
FFA
492
Farther Finance Advisors
California
$96.5K +$60K +212 +164%
AF
493
Allworth Financial
California
$86.1K +$8.78K +31 +11%
AA
494
Alta Advisers
United Kingdom
$84.9K – – –
Nomura Asset Management
495
Nomura Asset Management
Japan
$79.5K – – –
EWA
496
EverSource Wealth Advisors
Alabama
$68.2K +$5.38K +19 +9%
FMP
497
Financial Management Professionals
Texas
$68K -$854 -3 -1%
HI
498
Harbour Investments
Wisconsin
$65.4K +$48.1K +170 +279%
Asset Management One
499
Asset Management One
Japan
$62.3K – – –
BF
500
BOK Financial
Oklahoma
$62K +$62K +219 New
18 19
20
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