ICLR icon

Icon
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 %
BIA
601
Bell Investment Advisors
California
$10.3K +$575 +2 +6%
WPA
602
West Paces Advisors
Georgia
$10.3K – – –
POIA
603
Pin Oak Investment Advisors
Texas
$10K – – –
PC
604
Pier Capital
Connecticut
$9.48K – – –
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$9.48K +$7.76K +27 +450%
AFG
606
Albion Financial Group
Utah
$8.62K – – –
RFG
607
REAP Financial Group
Texas
$8.33K – – –
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.76K +$1.44K +5 +23%
CB
609
Centennial Bank
Arkansas
$6.61K – – –
PFBT
610
Parkside Financial Bank & Trust
Missouri
$6.32K -$862 -3 -12%
FFA
611
Frazier Financial Advisors
Ohio
$6.32K – – –
TAM
612
Tucker Asset Management
Colorado
$6.03K – – –
W
613
WealthCollab
Washington
$5.75K – – –
AA
614
Ancora Advisors
Ohio
$5.75K – – –
HNB
615
Hilltop National Bank
Wyoming
$5.75K – – –
CAS
616
Coppell Advisory Solutions
Texas
$5.71K – – –
GJWM
617
Gilliland Jeter Wealth Management
Arkansas
$5.46K – – –
FAM
618
Flaharty Asset Management
Florida
$5.17K +$5.17K +18 New
JWA
619
JFS Wealth Advisors
Pennsylvania
$4.89K +$2.59K +9 +113%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$4.88K -$6.03K -21 -55%
EBA
621
Eagle Bay Advisors
New York
$4.6K -$1.72K -6 -27%
AWM
622
Abound Wealth Management
Tennessee
$4.6K – – –
TC
623
Truvestments Capital
Florida
$4.6K +$4.6K +16 New
PG
624
Proffitt & Goodson
Tennessee
$4.6K +$4.6K +16 New
CPG
625
Cornerstone Planning Group
New Jersey
$4.42K -$2.79K -12 -39%
23 24
25
26 27