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ICLR

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 228 reducing their positions, and 51 closing their positions.

Holders
670
Holders Change
+28
Holders Change %
+4.36%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
248
Reduced
228
Closed
51
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$821M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$120M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$308M

Top Sellers

1
State Street
1
State Street
Massachusetts
$90.7M
2
BlackRock
2
BlackRock
New York
$362M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$865M
4
WA
4
Wasatch Advisors
Utah
$1.75M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
QL
601
Quarry LP
New York
$17.6K 56 -11 -16%
MCM
602
MV Capital Management
Maryland
$16.3K 52 +2 +4%
BWL
603
Bogart Wealth LLC
Virginia
$16K 51 – –
FFO
604
Fortitude Family Office
Arizona
$15.7K 50 – –
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$15.7K 50 – –
MCA
606
Maryland Capital Advisors
Maryland
$15.7K 50 – –
FCA
607
FinTrust Capital Advisors
South Carolina
$15.2K 48 – –
BGAI
608
Bruce G. Allen Investments
Colorado
$15K 48 +8 +20%
KFS
609
Kelly Financial Services
Massachusetts
$14.8K 47 – –
MBFW
610
Morton Brown Family Wealth
Pennsylvania
$14.8K 45 +30 +200%
HIA
611
Harbor Investment Advisory
Maryland
$14.4K 46 +4 +10%
TWP
612
Triad Wealth Partners
Kansas
$14.1K 45 +45 New
WB
613
Webster Bank
Connecticut
$13.2K 42 +42 New
TFGT
614
TS Financial Group (TSFG)
Illinois
$13K 42 – –
RIM
615
Ranger Investment Management
Texas
$12.9K 41 – –
VCM
616
Versant Capital Management
Arizona
$12.9K 41 +40 +4,000%
POIA
617
Pin Oak Investment Advisors
Texas
$12K 38 – –
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$11.9K 38 +15 +65%
WPA
619
West Paces Advisors
Georgia
$11.3K 36 – –
TSMHT
620
Thurston Springer Miller Herd & Titak
Indiana
$11.3K 36 +36 New
BIA
621
Bell Investment Advisors
California
$10.7K 34 -6 -15%
PC
622
Pier Capital
Connecticut
$10.3K 33 – –
ADL
623
Asset Dedication LLC
California
$9.72K 31 – –
CFB
624
Cullen/Frost Bankers
Texas
$9.72K 31 +20 +182%
CPG
625
Cornerstone Planning Group
New Jersey
$9.63K 31 +11 +55%
23 24
25
26 27