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ICLR

Overview Fund Activity

656 hedge funds and large institutions have $22.1B invested in Icon in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 245 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-14
Holders Change %
-2.09%
% of All Funds
9.49%
Holding in Top 10
15
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-42.31%
% of All Funds
0.22%
New
65
Increased
235
Reduced
245
Closed
76
Calls
$82.9M
Puts
$20.1M
Net Calls
+$62.9M
Net Calls Change
+$46.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$963M
2
UIM
2
USS Investment Management
United Kingdom
$145M
3
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$116M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$885M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$324M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.17B
2
Citadel Advisors
2
Citadel Advisors
Florida
$167M
3
JCM
3
Junto Capital Management
New York
$0
4
Boston Partners
4
Boston Partners
Massachusetts
$656M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
576
Smartleaf Asset Management
Massachusetts
$31.4K -$6.86K -24 -18%
HIA
577
Harbor Investment Advisory
Maryland
$30.2K +$17K +59 +128%
HI
578
Horizon Investments
North Carolina
$29.6K +$9.77K +34 +49%
BWP
579
Baldwin Wealth Partners
Massachusetts
$28.7K – – –
LC
580
Lindbrook Capital
California
$26.4K -$862 -3 -3%
LFG
581
Larson Financial Group
Missouri
$24.4K – – –
CFO
582
CVA Family Office
Colorado
$23.8K – – –
TCOV
583
Trust Company of Vermont
Vermont
$20.1K -$23K -80 -53%
MCM
584
MV Capital Management
Maryland
$18.1K +$3.16K +11 +21%
CA
585
CoreCap Advisors
Michigan
$17.2K -$2.3K -8 -12%
EWP
586
Elevation Wealth Partners
California
$17.2K – – –
PPC
587
Park Place Capital
Alabama
$17K – – –
JIP
588
Jaffetilchin Investment Partners
Florida
$14.9K +$14.9K +52 New
BWL
589
Bogart Wealth LLC
Virginia
$14.7K – – –
CNBTD
590
Citizens National Bank Trust Department
Mississippi
$14.4K – – –
MCA
591
Maryland Capital Advisors
Maryland
$14.4K – – –
FFO
592
Fortitude Family Office
Arizona
$14.4K – – –
RIL
593
Rothschild Investment LLC
Illinois
$14.1K +$8.33K +29 +145%
FCA
594
FinTrust Capital Advisors
South Carolina
$13.9K – – –
MBFW
595
Morton Brown Family Wealth
Pennsylvania
$12.9K – – –
WB
596
Webster Bank
Connecticut
$12.1K – – –
TFGT
597
TS Financial Group (TSFG)
Illinois
$12K – – –
RIM
598
Ranger Investment Management
Texas
$11.8K – – –
BIG
599
Brooklyn Investment Group
New York
$11.8K +$11.8K +41 New
BGAI
600
Bruce G. Allen Investments
Colorado
$11.2K -$2.59K -9 -19%
22 23
24
25 26