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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 %
OC
601
Oakworth Capital
Alabama
$7.06K 21 – –
TFA
602
Transamerica Financial Advisors
Florida
$7K 19 +18 +1,800%
W
603
WealthCollab
Washington
$6.72K 20 – –
CBT
604
Central Bank & Trust
Kentucky
$6.72K 20 – –
AA
605
Ancora Advisors
Ohio
$6.72K 20 – –
HNB
606
Hilltop National Bank
Wyoming
$6.72K 20 +20 New
CT
607
Colonial Trust
South Carolina
$6.59K 20 – –
GJWM
608
Gilliland Jeter Wealth Management
Arkansas
$6.38K 19 +19 New
CPG
609
Cornerstone Planning Group
New Jersey
$6.18K 20 +3 +18%
OLVIG
610
Oliver Lagore Vanvalin Investment Group
Michigan
$5.71K 17 – –
CA
611
Crewe Advisors
Utah
$5.38K 16 +16 New
AWM
612
Abound Wealth Management
Tennessee
$5.38K 16 +16 New
HT
613
Headlands Technologies
Illinois
$5.38K 16 -1,705 -99%
MBFW
614
Morton Brown Family Wealth
Pennsylvania
$5.04K 15 +15 New
AW
615
Avion Wealth
Texas
$5K 13 +13 New
SIC
616
Salem Investment Counselors
North Carolina
$4.7K 14 +14 New
HCP
617
Hexagon Capital Partners
Arkansas
$4.37K 13 -2 -13%
CA
618
Continuum Advisory
Idaho
$4.1K 13 +13 New
CSC
619
Caldwell Sutter Capital
California
$4.03K 12 – –
PWMG
620
Prestige Wealth Management Group
New Jersey
$3.7K 11 – –
HWM
621
HighMark Wealth Management
Minnesota
$3.7K 11 -2 -15%
DJSG
622
D.J. St. Germain
Massachusetts
$3.7K 11 – –
CFB
623
Cullen/Frost Bankers
Texas
$3.7K 11 +11 New
CTC
624
Central Trust Company
Missouri
$3.36K 10 -12 -55%
AA
625
Addison Advisors
Vermont
$3.02K 9 – –
23 24
25
26 27