ICLR icon

Icon
ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
$265M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$234M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$157M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$180M
5
Franklin Resources
Franklin Resources
California
$455M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$132M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$484K
3
Wellington Management Group
Wellington Management Group
Massachusetts
$443M
4
BlackRock
BlackRock
New York
$54.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
551
Hilltop National Bank
Wyoming
$4.19K – – –
AA
552
Ancora Advisors
Ohio
$4.19K – – –
WT
553
Washington Trust
Rhode Island
$3.98K +$3.98K +19 New
SAM
554
Smartleaf Asset Management
Massachusetts
$3.56K -$19.5K -93 -85%
CT
555
Colonial Trust
South Carolina
$3.54K – – –
MCA
556
Maryland Capital Advisors
Maryland
$3.36K -$7.13K -34 -68%
FFA
557
Frazier Financial Advisors
Ohio
$3.36K -$1.26K -6 -27%
TC
558
Truvestments Capital
Florida
$3.36K – – –
EBA
559
Eagle Bay Advisors
New York
$3.36K – – –
CFD
560
Creative Financial Designs
Indiana
$3.36K +$3.36K +16 New
AF
561
Advisornet Financial
Minnesota
$2.94K -$23.1K -110 -89%
HWA
562
HHM Wealth Advisors
Tennessee
$2.94K – – –
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$2.73K -$839 -4 -24%
CA
564
Continuum Advisory
Idaho
$2.73K – – –
CSC
565
Caldwell Sutter Capital
California
$2.52K – – –
KFI
566
Key Financial Inc
Pennsylvania
$2.31K -$124K -592 -98%
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.31K -$3.36K -16 -59%
PWMG
568
Prestige Wealth Management Group
New Jersey
$2.31K – – –
DJSG
569
D.J. St. Germain
Massachusetts
$2.31K – – –
RWS
570
Retirement Wealth Solutions
Wisconsin
$2.18K +$2.18K +10 New
HWM
571
HighMark Wealth Management
Minnesota
$2.1K – – –
BIG
572
Brooklyn Investment Group
New York
$1.89K -$6.71K -32 -78%
PWA
573
Provenance Wealth Advisors
Florida
$1.68K – – –
Kayne Anderson Rudnick Investment Management
574
Kayne Anderson Rudnick Investment Management
California
$1.26K -$5.66K -27 -82%
OLVIG
575
Oliver Lagore Vanvalin Investment Group
Michigan
$1.26K – – –
21 22
23
24 25