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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$199M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$156M
5
Franklin Resources
Franklin Resources
California
+$154M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$347M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$203M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
501
Sierra Ocean
California
$28.5K +$28.5K +136 New
OCM
502
Orion Capital Management
California
$25.2K +$25.2K +120 New
PB
503
Pinnacle Bancorp
Nebraska
$22K -$6.5K -31 -23%
LFG
504
Larson Financial Group
Missouri
$20.3K +$2.52K +12 +14%
WA
505
Whipplewood Advisors
Colorado
$20.1K +$20.1K +96 New
PC
506
Promus Capital
Illinois
$19.5K +$19.5K +93 New
RS
507
Rakuten Securities
Japan
$18.9K +$18.7K +89 +8,900%
BWL
508
Bogart Wealth LLC
Virginia
$17.8K +$7.13K +34 +67%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$17.6K -$259K -1,235 -94%
CFO
510
CVA Family Office
Colorado
$17.6K +$210 +1 +1%
TCOV
511
Trust Company of Vermont
Vermont
$14.7K – – –
CTC
512
Central Trust Company
Missouri
$14.1K +$12K +57 +570%
EWA
513
EverSource Wealth Advisors
Alabama
$13.6K -$59.3K -283 -81%
CAS
514
Coppell Advisory Solutions
Texas
$13.2K +$9.01K +43 +215%
CAWM
515
Capital A Wealth Management
Pennsylvania
$13K +$13K +62 New
LC
516
Lindbrook Capital
California
$12.8K -$6.5K -31 -34%
EWP
517
Elevation Wealth Partners
California
$12.6K – – –
HIMS
518
Hager Investment Management Services
New Hampshire
$12.6K +$12.6K +60 New
RFS
519
Richardson Financial Services
Massachusetts
$12.4K -$9.64K -46 -44%
MCM
520
MV Capital Management
Maryland
$11.3K -$1.89K -9 -14%
CFB
521
Cullen/Frost Bankers
Texas
$11.3K +$11.3K +54 New
POIA
522
Pin Oak Investment Advisors
Texas
$11K – – –
CNBTD
523
Citizens National Bank Trust Department
Mississippi
$10.5K – – –
FFO
524
Fortitude Family Office
Arizona
$10.5K – – –
RIL
525
Rothschild Investment LLC
Illinois
$10.3K – – –
19 20
21
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