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ICLR

Overview Fund Activity

588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M

Top Buyers

1
RCG
1
Ruane, Cunniff & Goldfarb
New York
$265M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$234M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$157M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$180M
5
Franklin Resources
5
Franklin Resources
California
$455M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$132M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$484K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$443M
4
BlackRock
4
BlackRock
New York
$54.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMR
676
GC Wealth Management RIA
Massachusetts
– -$299K -1,042 Closed
BHCM
677
Brevan Howard Capital Management
Jersey
– -$289K -1,005 Closed
AWM
678
Apollon Wealth Management
South Carolina
– -$282K -981 Closed
DWT
679
Dorsey & Whitney Trust
South Dakota
– -$277K -965 Closed
PCM
680
Prelude Capital Management
New York
– -$277K -965 Closed
GGS
681
Galvin Gaustad & Stein
Arizona
– -$274K -952 Closed
NP
682
NorthRock Partners
Minnesota
– -$269K -937 Closed
NWAG
683
Net Worth Advisory Group
Utah
– -$269K -936 Closed
Wolverine Trading
684
Wolverine Trading
Illinois
– -$262K -919 Closed
CAG
685
Crestwood Advisors Group
Massachusetts
– -$264K -918 Closed
HW
686
Hancock Whitney
Mississippi
– -$262K -911 Closed
GA
687
GFS Advisors
Texas
– -$252K -878 Closed
HIC
688
Holderness Investments Company
North Carolina
– -$251K -875 Closed
PTC
689
Petrus Trust Company
Texas
– -$249K -866 Closed
MIM
690
Martin Investment Management
Florida
– -$249K -865 Closed
WJWM
691
Williams Jones Wealth Management
New York
– -$247K -860 Closed
IHL
692
Investment House LLC
California
– -$246K -855 Closed
EFA
693
Evernest Financial Advisors
Indiana
– -$245K -854 Closed
IWM
694
IHT Wealth Management
Illinois
– -$244K -853 Closed
SPC
695
Sigma Planning Corp
Michigan
– -$245K -852 Closed
CM
696
Capula Management
Cayman Islands
– -$240K -837 Closed
EI
697
Ellevest Inc
New York
– -$238K -827 Closed
CFSG
698
Community Financial Services Group
Vermont
– -$237K -825 Closed
DAS
699
Diversify Advisory Services
Utah
– -$232K -820 Closed
WI
700
WrapManager Inc
California
– -$235K -818 Closed
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