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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 %
AT
551
Arlington Trust
Alabama
$8.21K +$8.21K +29 New
RFG
552
REAP Financial Group
Texas
$8.21K +$8.21K +29 New
LTI
553
Laffer Tengler Investments
Tennessee
$7.64K +$7.64K +27 New
TC
554
Truvestments Capital
Florida
$7.36K – – –
CA
555
Clearstead Advisors
Ohio
$7.08K +$283 +1 +4%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$6.79K -$6.51K -23 -49%
EBA
557
Eagle Bay Advisors
New York
$6.23K -$1.42K -5 -19%
CTC
558
Central Trust Company
Missouri
$6.23K – – –
FFA
559
Frazier Financial Advisors
Ohio
$6.23K +$6.23K +22 New
RFG
560
RFP Financial Group
Georgia
$5.94K -$9.91K -35 -63%
OC
561
Oakworth Capital
Alabama
$5.94K +$849 +3 +17%
CT
562
Colonial Trust
South Carolina
$5.72K – – –
W
563
WealthCollab
Washington
$5.66K +$5.66K +20 New
AA
564
Ancora Advisors
Ohio
$5.66K – – –
CAS
565
Coppell Advisory Solutions
Texas
$5.66K – – –
CBT
566
Central Bank & Trust
Kentucky
$5.66K – – –
BWM
567
BKM Wealth Management
Wisconsin
$5.09K +$5.09K +18 New
BTI
568
Blue Trust Inc
Georgia
$5K +$5K +21 New
CPG
569
Cornerstone Planning Group
New Jersey
$4.81K – – –
OLVIG
570
Oliver Lagore Vanvalin Investment Group
Michigan
$4.81K – – –
IFAM
571
Institutional & Family Asset Management
Colorado
$4.53K – – –
RS
572
Rakuten Securities
Japan
$4.53K +$4.53K +16 New
HCP
573
Hexagon Capital Partners
Arkansas
$4.25K -$283 -1 -6%
SS
574
Sunbelt Securities
Texas
$3.96K – – –
HWM
575
HighMark Wealth Management
Minnesota
$3.68K – – –
21 22
23
24 25