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ICLR

Overview Fund Activity

596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$256M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$723M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$273M
5
Bessemer Group
5
Bessemer Group
New Jersey
$130M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$1.96B
2
Citadel Advisors
2
Citadel Advisors
Florida
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.57B
4
Holocene Advisors
4
Holocene Advisors
New York
$8.88M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
626
Front Row Advisors
California
– -$16.7K -68 Closed
LAS
627
LWM Advisory Services
Florida
– -$16.3K -66 Closed
MIA
628
Milestone Investment Advisors
Wisconsin
– -$16K -65 Closed
RW
629
RVW Wealth
California
– -$10.3K -42 Closed
IAS
630
IMA Advisory Services
Colorado
– -$9.6K -39 Closed
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
– -$9.6K -39 Closed
First Manhattan
632
First Manhattan
New York
– -$7.97K -38 Closed
HGERS
633
Householder Group Estate & Retirement Specialist
Arizona
– -$8.37K -34 Closed
NFSG
634
Newbridge Financial Services Group
Florida
– -$7.63K -31 Closed
WT
635
Washington Trust
Rhode Island
– -$7.39K -30 Closed
HWA
636
HHM Wealth Advisors
Tennessee
– -$7.14K -29 Closed
GWSG
637
GPS Wealth Strategies Group
Colorado
– -$7.14K -29 Closed
FAM
638
Flaharty Asset Management
Florida
– -$4.43K -18 Closed
CA
639
Crewe Advisors
Utah
– -$3.45K -14 Closed
VNA
640
Valley National Advisers
Pennsylvania
– -$1K -5 Closed
SCA
641
Stonebridge Capital Advisors
Minnesota
– -$1.23K -5 Closed
FSWA
642
Financial Synergies Wealth Advisors
Texas
– -$985 -4 Closed
CAL
643
Capital Analysts LLC
Pennsylvania
– -$1K -3 Closed
QC
644
Quent Capital
New York
– -$493 -2 Closed
BWM
645
Baystate Wealth Management
Massachusetts
– -$493 -2 Closed
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