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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 %
AF
576
Advisornet Financial
Minnesota
$16.5K 49 – –
FCA
577
FinTrust Capital Advisors
South Carolina
$16.2K 48 -2 -4%
FGAM
578
Financial Gravity Asset Management
Texas
$16.2K 47 +6 +15%
CP
579
Castleview Partners
Texas
$16.1K 48 -108 -69%
KFS
580
Kelly Financial Services
Massachusetts
$15.8K 47 – –
HIA
581
Harbor Investment Advisory
Maryland
$14.1K 42 – –
TFGT
582
TS Financial Group (TSFG)
Illinois
$14K 42 – –
RIM
583
Ranger Investment Management
Texas
$13.8K 41 +5 +14%
BGAI
584
Bruce G. Allen Investments
Colorado
$13.4K 40 -47 -54%
BIA
585
Bell Investment Advisors
California
$13.4K 40 – –
POIA
586
Pin Oak Investment Advisors
Texas
$13K 38 – –
WPA
587
West Paces Advisors
Georgia
$12.1K 36 -46 -56%
CA
588
Clearstead Advisors
Ohio
$12.1K 39 +14 +56%
PC
589
Pier Capital
Connecticut
$11.1K 33 – –
AFG
590
Albion Financial Group
Utah
$10.1K 30 – –
ADL
591
Asset Dedication LLC
California
$10K 31 – –
RFG
592
REAP Financial Group
Texas
$9.74K 29 – –
AT
593
Arlington Trust
Alabama
$9.74K 29 – –
TC
594
Truvestments Capital
Florida
$8.74K 26 – –
MAM
595
Meeder Asset Management
Ohio
$8.06K 24 +24 New
CB
596
Centennial Bank
Arkansas
$7.73K 23 -422 -95%
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$7.73K 23 -1 -4%
FFA
598
Frazier Financial Advisors
Ohio
$7.39K 22 – –
EBA
599
Eagle Bay Advisors
New York
$7.39K 22 – –
BCMLT
600
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.39K 22 +11 +100%
22 23
24
25 26