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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 %
QEI
501
QSV Equity Investors
Illinois
$228K 678 +678 New
FCI
502
Financial Counselors Inc
Kansas
$226K 673 +673 New
Kovitz Investment Group Partners
503
Kovitz Investment Group Partners
Illinois
$226K 672 +672 New
MOS
504
MGO One Seven
Ohio
$225K 669 -167 -20%
OWA
505
One Wealth Advisors
California
$223K 663 +663 New
GBT
506
Grove Bank & Trust
Florida
$221K 659 -53 -7%
DWT
507
Dorsey & Whitney Trust
South Dakota
$221K 659 -173 -21%
FAB
508
First American Bank
Illinois
$220K 654 +654 New
NGA
509
Naples Global Advisors
Florida
$218K 649 +649 New
BC
510
Bridgefront Capital
Texas
$218K 648 +648 New
NS
511
NBC Securities
Alabama
$217K 618 -108 -15%
JSW
512
Journey Strategic Wealth
New Jersey
$214K 637 +637 New
CAG
513
Csenge Advisory Group
Florida
$213K 633 +633 New
TFA
514
Trinity Financial Advisors
Ohio
$211K 627 +627 New
NRD
515
Nebula Research & Development
New York
$209K 622 -2,439 -80%
RCAG
516
Rehmann Capital Advisory Group
Michigan
$208K 618 +618 New
FTDI
517
First Trust Direct Indexing
Massachusetts
$205K 610 +610 New
SFA
518
Sequoia Financial Advisors
Ohio
$204K 608 +608 New
KFI
519
Key Financial Inc
Pennsylvania
$203K 603 – –
OWA
520
Opal Wealth Advisors
New York
$202K 600 +600 New
GWM
521
Geneos Wealth Management
Colorado
$184K 549 +6 +1%
SWM
522
Spire Wealth Management
Virginia
$179K 532 -100 -16%
AF
523
Allworth Financial
California
$172K 512 +208 +68%
CAL
524
Capital Advisors Ltd
Ohio
$158K 471 – –
FFWA
525
FRG Family Wealth Advisors
Washington
$149K 500 +500 New
19 20
21
22 23