ICLR icon

Icon
ICLR

Overview Fund Activity

596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$256M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$723M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$273M
5
Bessemer Group
5
Bessemer Group
New Jersey
$130M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$1.96B
2
Citadel Advisors
2
Citadel Advisors
Florida
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.57B
4
Holocene Advisors
4
Holocene Advisors
New York
$8.88M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
526
Jones Financial Companies
Missouri
$16.1K +$10.2K +36 +171%
BWL
527
Bogart Wealth LLC
Virginia
$14.4K – – –
FCA
528
FinTrust Capital Advisors
South Carolina
$14.2K – – –
MCM
529
MV Capital Management
Maryland
$14.2K – – –
CNBTD
530
Citizens National Bank Trust Department
Mississippi
$14.2K – – –
MCA
531
Maryland Capital Advisors
Maryland
$14.2K – – –
FFO
532
Fortitude Family Office
Arizona
$14.2K +$14.2K +50 New
OP
533
ORG Partners
Indiana
$14.2K – – –
AF
534
Advisornet Financial
Minnesota
$13.9K – – –
AWM
535
Avior Wealth Management
Nebraska
$13.6K +$13.6K +48 New
KFS
536
Kelly Financial Services
Massachusetts
$13.3K +$1.14K +4 +9%
TFGT
537
TS Financial Group (TSFG)
Illinois
$12K – – –
HIA
538
Harbor Investment Advisory
Maryland
$11.9K – – –
CCM
539
Chilton Capital Management
Texas
$11.6K +$11.6K +41 New
BIA
540
Bell Investment Advisors
California
$11.3K -$2.55K -9 -18%
POIA
541
Pin Oak Investment Advisors
Texas
$11K +$11K +38 New
GWS
542
Glassman Wealth Services
Virginia
$10.5K +$3.4K +12 +48%
WTC
543
WhitTier Trust Company
Nevada
$10.5K +$6.23K +22 +147%
FGAM
544
Financial Gravity Asset Management
Texas
$10.3K +$4.78K +19 +86%
RIM
545
Ranger Investment Management
Texas
$10.2K – – –
PC
546
Pier Capital
Connecticut
$9.34K +$9.34K +33 New
TAM
547
Tucker Asset Management
Colorado
$9.06K – – –
ADL
548
Asset Dedication LLC
California
$9K – – –
AFG
549
Albion Financial Group
Utah
$8.49K +$8.49K +30 New
TCA
550
Trifecta Capital Advisors
Illinois
$8.21K +$8.21K +29 New
20 21
22
23 24