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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 %
TAIM
526
TD Ameritrade Investment Management
Nebraska
$1K -$1.33K -4 -57%
TFA
527
Transamerica Financial Advisors
Florida
$1K – – –
EWA
528
EverSource Wealth Advisors
Alabama
$854 +$854 +4 New
Commonwealth Equity Services
529
Commonwealth Equity Services
Massachusetts
$592 +$283 +1,324 +91%
CCMI
530
Creative Capital Management Investments
California
$214 – – –
BAAM
531
Baker Avenue Asset Management
California
$214 +$214 +1 New
BAM
532
Bell Asset Management
Australia
– -$9.23M -47,513 Closed
SCM
533
Sio Capital Management
New York
– -$6.6M -33,983 Closed
DA
534
Duality Advisers
Florida
– -$4.46M -22,968 Closed
EP
535
Edgestream Partners
New Jersey
– -$3.43M -17,647 Closed
JF
536
Jump Financial
Illinois
– -$3.28M -16,880 Closed
WP
537
Woodline Partners
California
– -$2.96M -15,215 Closed
ECM
538
ExodusPoint Capital Management
New York
– -$1.42M -7,320 Closed
CCS
539
Concentric Capital Strategies
Connecticut
– -$1.31M -6,739 Closed
Holocene Advisors
540
Holocene Advisors
New York
– -$1.2M -6,182 Closed
PAS
541
Park Avenue Securities
New York
– -$1.08M -5,555 Closed
JCM
542
Jacobsen Capital Management
Utah
– -$1.08M -5,541 Closed
CC
543
Cipher Capital
New York
– -$1M -5,170 Closed
CF
544
CNA Financial
Illinois
– -$994K -5,117 Closed
HCMT
545
Highland Capital Management (Tennessee)
Tennessee
– -$896K -4,612 Closed
Balyasny Asset Management
546
Balyasny Asset Management
Illinois
– -$747K -3,845 Closed
Simplex Trading
547
Simplex Trading
Illinois
– -$553K -2,847 Closed
CCIA
548
Campbell & Co Investment Adviser
Maryland
– -$521K -2,683 Closed
EWM
549
Executive Wealth Management
Michigan
– -$474K -2,441 Closed
SEC
550
Seven Eight Capital
New York
– -$463K -2,382 Closed
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