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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$1.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$366M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
4
Victory Capital Management
Texas
$163M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
5
Franklin Resources
California
$463M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
576
Americana Partners
Texas
– – -859 Closed
SMA
577
Sage Mountain Advisors
Georgia
– – -834 Closed
Pzena Investment Management
578
Pzena Investment Management
New York
– – -826 Closed
CG
579
Caprock Group
Idaho
– – -820 Closed
BWP
580
Bernardo Wealth Planning
Pennsylvania
– – -805 Closed
PIAS
581
PCA Investment Advisory Services
Ohio
– – -370 Closed
JFGIW
582
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -211 Closed
TCOV
583
Trust Company of Vermont
Vermont
– – -115 Closed
CSWM
584
Cassady Schiller Wealth Management
Ohio
– – -100 Closed
RFA
585
Resurgent Financial Advisors
Georgia
– – -99 Closed
CFO
586
CVA Family Office
Colorado
– – -79 Closed
WP
587
WealthPLAN Partners
Nebraska
– – -26 Closed
SSB
588
Sandy Spring Bank
Maryland
– – -23 Closed
TFP
589
Tilia Fiduciary Partners
North Carolina
– – -16 Closed
HBW
590
Hazlett, Burt & Watson
West Virginia
– – -3 Closed
Walleye Trading
591
Walleye Trading
New York
– – – –
Walleye Capital
592
Walleye Capital
New York
– – – –
RCM
593
Raleigh Capital Management
North Carolina
– – – –
Wolverine Trading
594
Wolverine Trading
Illinois
– – – –
Group One Trading
595
Group One Trading
Illinois
– – – –
Verition Fund Management
596
Verition Fund Management
Connecticut
– – – –
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