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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
476
American International Group
New York
$260K 774 -1 -0.1%
ABC
477
Associated Banc-Corp
Wisconsin
$257K 766 -253 -25%
EWS
478
Eagle Wealth Strategies
New Jersey
$255K 770 +4 +0.5%
GRP
479
Global Retirement Partners
California
$255K 760 +90 +13%
AssetMark Inc
480
AssetMark Inc
California
$254K 757 -204 -21%
AAM
481
Aureus Asset Management
Massachusetts
$254K 757 – –
FWM
482
Forza Wealth Management
Florida
$252K 751 – –
Pacer Advisors
483
Pacer Advisors
Pennsylvania
$252K 750 -24 -3%
IA
484
IFP Advisors
Florida
$252K 749 +1 +0.1%
SBIA
485
Sheaff Brock Investment Advisors
Indiana
$249K 740 – –
MIM
486
Martin Investment Management
Florida
$249K 740 – –
AWM
487
Avior Wealth Management
Nebraska
$249K 740 +692 +1,442%
PGFC
488
Peapack-Gladstone Financial Corp
New Jersey
$247K 734 -80 -10%
AWA
489
Arkadios Wealth Advisors
Georgia
$247K 734 +734 New
EFA
490
Evernest Financial Advisors
Indiana
$246K 854 – –
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$243K 724 -8 -1%
CI
492
Cigna Investments
Connecticut
$241K 718 – –
NG
493
Norden Group
Utah
$236K 703 +703 New
TW
494
Trajan Wealth
Arizona
$235K 699 +699 New
MA
495
Mutual Advisors
Nebraska
$234K 697 +697 New
KWM
496
Kingsview Wealth Management
Oregon
$233K 695 -49 -7%
KCM
497
Kendall Capital Management
Maryland
$233K 693 +693 New
GA
498
Goldstein Advisors
Wisconsin
$232K 692 -18 -3%
QCM
499
QRG Capital Management
Illinois
$232K 690 -49 -7%
CQS
500
Credential Qtrade Securities
$229K 682 -53 -7%
18 19
20
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