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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 %
WPA
501
West Paces Advisors
Georgia
$8.87K – – –
RIM
502
Ranger Investment Management
Texas
$8.87K – – –
HGERS
503
Householder Group Estate & Retirement Specialist
Arizona
$8.37K +$8.37K +34 New
ADL
504
Asset Dedication LLC
California
$8K – – –
First Manhattan
505
First Manhattan
New York
$7.97K +$7.97K +38 New
TAM
506
Tucker Asset Management
Colorado
$7.88K – – –
NFSG
507
Newbridge Financial Services Group
Florida
$7.63K -$2.22K -9 -23%
WT
508
Washington Trust
Rhode Island
$7.39K +$246 +1 +3%
HWA
509
HHM Wealth Advisors
Tennessee
$7.14K – – –
GWSG
510
GPS Wealth Strategies Group
Colorado
$7.14K – – –
EBA
511
Eagle Bay Advisors
New York
$6.65K – – –
TC
512
Truvestments Capital
Florida
$6.4K – – –
GWS
513
Glassman Wealth Services
Virginia
$6.16K +$492 +2 +9%
CA
514
Clearstead Advisors
Ohio
$5.91K -$138K -559 -96%
CTC
515
Central Trust Company
Missouri
$5.42K +$5.42K +22 New
FGAM
516
Financial Gravity Asset Management
Texas
$5.24K -$54.3K -228 -91%
Jones Financial Companies
517
Jones Financial Companies
Missouri
$5.17K +$5.17K +21 New
CT
518
Colonial Trust
South Carolina
$5.16K – – –
AA
519
Ancora Advisors
Ohio
$4.93K – – –
CBT
520
Central Bank & Trust
Kentucky
$4.93K – – –
OC
521
Oakworth Capital
Alabama
$4.43K -$12.8K -52 -74%
FAM
522
Flaharty Asset Management
Florida
$4.43K +$4.43K +18 New
CPG
523
Cornerstone Planning Group
New Jersey
$4.19K -$739 -3 -15%
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
$4.19K +$2.71K +11 +183%
IFAM
525
Institutional & Family Asset Management
Colorado
$3.94K -$739 -3 -16%
19 20
21
22 23