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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
551
Palisade Asset Management
Minnesota
$39.6K 118 +118 New
PB
552
Pinnacle Bancorp
Nebraska
$35.3K 105 – –
HFM
553
Harvest Fund Management
China
$35K 105 +105 New
LC
554
Lindbrook Capital
California
$33.9K 101 -22 -18%
RFS
555
Richardson Financial Services
Massachusetts
$33.6K 100 +10 +11%
BWP
556
Baldwin Wealth Partners
Massachusetts
$31.9K 95 +3 +3%
RTC
557
Riverview Trust Company
Washington
$30.9K 92 +92 New
SAM
558
Smartleaf Asset Management
Massachusetts
$28K 85 -17 -17%
CFO
559
CVA Family Office
Colorado
$27.9K 83 – –
LFG
560
Larson Financial Group
Missouri
$27.2K 81 – –
WIA
561
Wetzel Investment Advisors
Indiana
$23.3K 80 +7 +10%
CA
562
CoreCap Advisors
Michigan
$22.8K 68 +68 New
QL
563
Quarry LP
New York
$22.5K 67 -6 -8%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$21.8K 65 +8 +14%
CCM
565
Chilton Capital Management
Texas
$21.8K 65 +24 +59%
PPC
566
Park Place Capital
Alabama
$21.5K 64 – –
FFC
567
First Financial Corp
Indiana
$21.5K 64 +64 New
IFAM
568
Institutional & Family Asset Management
Colorado
$20.8K 62 +46 +288%
FRA
569
Front Row Advisors
California
$20.8K 62 +62 New
EWP
570
Elevation Wealth Partners
California
$20.2K 60 +60 New
BWL
571
Bogart Wealth LLC
Virginia
$17.1K 51 – –
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$16.8K 50 – –
MCM
573
MV Capital Management
Maryland
$16.8K 50 – –
FFO
574
Fortitude Family Office
Arizona
$16.8K 50 – –
MCA
575
Maryland Capital Advisors
Maryland
$16.8K 50 – –
21 22
23
24 25