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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 %
Pzena Investment Management
551
Pzena Investment Management
New York
– -$403K -2,077 Closed
DC
552
Dryden Capital
Florida
– -$389K -2,000 Closed
I
553
InceptionR
California
– -$381K -1,961 Closed
KI
554
Kula Investments
Illinois
– -$350K -1,800 Closed
GSC
555
Ground Swell Capital
South Carolina
– -$346K -1,783 Closed
AGC
556
Aspen Grove Capital
Colorado
– -$267K -1,374 Closed
FTDI
557
First Trust Direct Indexing
Massachusetts
– -$233K -1,200 Closed
CAAS
558
Capital Asset Advisory Services
Michigan
– -$238K -1,126 Closed
Verition Fund Management
559
Verition Fund Management
Connecticut
– -$208K -1,069 Closed
CAM
560
Cresset Asset Management
Illinois
– -$207K -1,065 Closed
Cerity Partners
561
Cerity Partners
New York
– -$206K -1,059 Closed
IHL
562
Investment House LLC
California
– -$200K -1,030 Closed
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
– -$189K -983 Closed
OWA
564
One Wealth Advisors
California
– -$31.3K -161 Closed
ZIG
565
Zullo Investment Group
Pennsylvania
– -$28K -144 Closed
LCM
566
Logan Capital Management
Pennsylvania
– -$20.4K -105 Closed
AP
567
Arlington Partners
Alabama
– -$16.9K -87 Closed
SC
568
Sierra Capital
Florida
– -$14K -72 Closed
MWM
569
MinichMacGregor Wealth Management
New York
– -$13.4K -69 Closed
MPCL
570
My Personal CFO LLC
Washington
– -$10.1K -52 Closed
USCWA
571
U.S. Capital Wealth Advisors
Texas
– -$9.71K -50 Closed
DWP
572
Destiny Wealth Partners
Florida
– -$5.63K -29 Closed
QL
573
Quarry LP
New York
– -$5.44K -28 Closed
CAS
574
Coppell Advisory Solutions
Texas
– -$3.89K -20 Closed
CASC
575
Coppell Advisory Solutions Corp
Texas
– -$3.89K -20 Closed
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