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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 %
AA
501
Ancora Advisors
Ohio
$4.27K – – –
CBT
502
Central Bank & Trust
Kentucky
$4.27K – – –
CT
503
Colonial Trust
South Carolina
$4.22K – – –
IFAM
504
Institutional & Family Asset Management
Colorado
$4.06K – – –
OC
505
Oakworth Capital
Alabama
$3.85K – – –
NC
506
NewSquare Capital
Pennsylvania
$3.85K +$3.85K +18 New
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$3.63K -$3.63K -17 -50%
TFP
508
Tilia Fiduciary Partners
North Carolina
$3.42K – – –
AWM
509
Accel Wealth Management
Iowa
$3.2K – – –
HWM
510
HighMark Wealth Management
Minnesota
$3.2K +$1.07K +5 +50%
BFPW
511
BOK Financial Private Wealth
Colorado
$3.2K +$3.2K +15 New
BEI
512
Benjamin Edwards Inc
Missouri
$3K – – –
SS
513
Sunbelt Securities
Texas
$2.95K +$2.95K +14 New
HCP
514
Hexagon Capital Partners
Arkansas
$2.78K -$214 -1 -7%
BIA
515
Bell Investment Advisors
California
$2.56K -$2.78K -13 -52%
PWMG
516
Prestige Wealth Management Group
New Jersey
$2.35K – – –
GEA
517
Glen Eagle Advisors
New Jersey
$2.35K -$1.07K -5 -31%
M
518
MOTCO
Texas
$2.35K – – –
JWA
519
JFS Wealth Advisors
Pennsylvania
$1.92K – – –
FCA
520
Fortis Capital Advisors
Kansas
$1.92K +$1.92K +9 New
ANBT
521
American National Bank & Trust
Texas
$1.5K – – –
SCA
522
Stonebridge Capital Advisors
Minnesota
$1.28K – – –
OLVIG
523
Oliver Lagore Vanvalin Investment Group
Michigan
$1.28K – – –
VWM
524
Venturi Wealth Management
Texas
$1.28K +$1.28K +6 New
JFA
525
JNBA Financial Advisors
Minnesota
$1.07K +$1.07K +5 New
19 20
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