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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 %
HCP
526
Hexagon Capital Partners
Arkansas
$3.94K +$246 +1 +7%
CAS
527
Coppell Advisory Solutions
Texas
$3.89K – – –
WTC
528
WhitTier Trust Company
Nevada
$3.69K – – –
CA
529
Crewe Advisors
Utah
$3.45K – – –
SS
530
Sunbelt Securities
Texas
$3.45K – – –
HWM
531
HighMark Wealth Management
Minnesota
$3.2K -$492 -2 -13%
CSC
532
Caldwell Sutter Capital
California
$2.96K – – –
BCMLT
533
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$2.71K – – –
GEA
535
Glen Eagle Advisors
New Jersey
$2.71K – – –
DJSG
536
D.J. St. Germain
Massachusetts
$2.71K +$2.71K +11 New
JWA
537
JFS Wealth Advisors
Pennsylvania
$2.22K – – –
JWM
538
Janiczek Wealth Management
Colorado
$2.22K +$2.22K +9 New
PWA
539
Provenance Wealth Advisors
Florida
$1.97K +$1.97K +8 New
ANBT
540
American National Bank & Trust
Texas
$1.72K – – –
PFBT
541
Parkside Financial Bank & Trust
Missouri
$1.72K +$1.23K +5 +250%
JFA
542
JNBA Financial Advisors
Minnesota
$1.23K – – –
SCA
543
Stonebridge Capital Advisors
Minnesota
$1.23K -$246 -1 -17%
TFA
544
Transamerica Financial Advisors
Florida
$1K – – –
PCM
545
Penserra Capital Management
California
$1K +$333 +2 +50%
CAL
546
Capital Analysts LLC
Pennsylvania
$1K +$1K +3 New
VNA
547
Valley National Advisers
Pennsylvania
$1K +$1K +5 New
FSWA
548
Financial Synergies Wealth Advisors
Texas
$985 +$985 +4 New
BWM
549
Baystate Wealth Management
Massachusetts
$493 -$3.21K -13 -87%
QC
550
Quent Capital
New York
$493 +$493 +2 New
20 21
22
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