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ICLR

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 228 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+28
Holders Change %
+4.36%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
248
Reduced
228
Closed
51
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$821M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$120M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$308M

Top Sellers

1
State Street
1
State Street
Massachusetts
$90.7M
2
BlackRock
2
BlackRock
New York
$362M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$865M
4
WA
4
Wasatch Advisors
Utah
$1.75M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
526
One Wealth Advisors
California
$215K +$7.82K +25 +4%
GA
527
Goldstein Advisors
Wisconsin
$213K -$3.45K -11 -2%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$213K +$19.4K +62 +10%
FCI
529
Financial Counselors Inc
Kansas
$212K +$1.25K +4 +0.6%
SFA
530
Sequoia Financial Advisors
Ohio
$211K +$20.7K +66 +11%
Simplex Trading
531
Simplex Trading
Illinois
$211K +$211K +675 New
QCM
532
QRG Capital Management
Illinois
$208K -$8.78K -28 -4%
CAG
533
Csenge Advisory Group
Florida
$207K +$8.15K +26 +4%
FAB
534
First American Bank
Illinois
$205K – – –
QEI
535
QSV Equity Investors
Illinois
$204K -$8.78K -28 -4%
GBT
536
Grove Bank & Trust
Florida
$204K -$2.82K -9 -1%
TW
537
Trajan Wealth
Arizona
$203K -$15.7K -50 -7%
AF
538
Aviso Financial
Ontario, Canada
$199K +$199K +636 New
GM
539
GeoWealth Management
Illinois
$199K -$116K -371 -37%
SWM
540
Spire Wealth Management
Virginia
$198K +$31.3K +100 +19%
NS
541
NBC Securities
Alabama
$193K -$627 -2 -0.3%
Walleye Trading
542
Walleye Trading
New York
$192K +$192K +613 New
KFI
543
Key Financial Inc
Pennsylvania
$189K – – –
FFA
544
Farther Finance Advisors
California
$181K +$65.8K +208 +57%
FMP
545
Financial Management Professionals
Texas
$170K +$95K +303 +127%
OWA
546
Opal Wealth Advisors
New York
$169K -$18.8K -60 -10%
MG
547
Mather Group
Illinois
$162K +$41.3K +123 +34%
AWM
548
Avior Wealth Management
Nebraska
$161K -$70.8K -226 -31%
GWM
549
Geneos Wealth Management
Colorado
$154K -$18.5K -59 -11%
AF
550
Allworth Financial
California
$153K -$15.8K -48 -9%
20 21
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