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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Harbour Investments
Wisconsin
$32.5K -$12.1K -52 -25%
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$31.5K
NWM
503
Nova Wealth Management
Florida
$31.5K +$35K +150 New
OP
504
ORG Partners
Indiana
$29.8K -$10K -43 -23%
SO
505
Sierra Ocean
California
$28.5K +$31.8K +136 New
OCM
506
Orion Capital Management
California
$25.2K +$28K +120 New
PB
507
Pinnacle Bancorp
Nebraska
$22K -$7.24K -31 -23%
EPIME
508
Evelyn Partners Investment Management (Europe)
$21K +$23.4K +100 New
LFG
509
Larson Financial Group
Missouri
$20.3K +$2.8K +12 +14%
WA
510
Whipplewood Advisors
Colorado
$20.1K +$22.4K +96 New
PC
511
Promus Capital
Illinois
$19.5K +$21.7K +93 New
RS
512
Rakuten Securities
Japan
$18.9K +$20.8K +89 +8,900%
BWL
513
Bogart Wealth LLC
Virginia
$17.8K +$7.94K +34 +67%
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$17.6K -$288K -1,235 -94%
CFO
515
CVA Family Office
Colorado
$17.6K +$234 +1 +1%
TCOV
516
Trust Company of Vermont
Vermont
$14.7K
CTC
517
Central Trust Company
Missouri
$14.1K +$13.3K +57 +570%
EWA
518
EverSource Wealth Advisors
Alabama
$13.6K -$66.1K -283 -81%
CAS
519
Coppell Advisory Solutions
Texas
$13.2K +$10K +43 +215%
CAWM
520
Capital A Wealth Management
Pennsylvania
$13K +$14.5K +62 New
LC
521
Lindbrook Capital
California
$12.8K -$7.24K -31 -34%
EWP
522
Elevation Wealth Partners
California
$12.6K
HIMS
523
Hager Investment Management Services
New Hampshire
$12.6K +$14K +60 New
RFS
524
Richardson Financial Services
Massachusetts
$12.4K -$10.7K -46 -44%
MCM
525
MV Capital Management
Maryland
$11.3K -$2.1K -9 -14%

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.