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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
701
IHT Wealth Management
Illinois
-$244K -853 Closed
SPC
702
Sigma Planning Corp
Michigan
-$245K -852 Closed
CM
703
Capula Management
Cayman Islands
-$240K -837 Closed
EI
704
Ellevest Inc
New York
-$238K -827 Closed
CFSG
705
Community Financial Services Group
Vermont
-$237K -825 Closed
DAS
706
Diversify Advisory Services
Utah
-$232K -820 Closed
WI
707
WrapManager Inc
California
-$235K -818 Closed
KBC Group
708
KBC Group
Belgium
-$235K -817 Closed
PCM
709
Parsons Capital Management
Rhode Island
-$234K -815 Closed
BWP
710
Bernardo Wealth Planning
Pennsylvania
-$238K -805 Closed
AGC
711
Aspen Grove Capital
Colorado
-$226K -787 Closed
FWM
712
Forza Wealth Management
Florida
-$216K -751 Closed
EWS
713
Eagle Wealth Strategies
New Jersey
-$215K -749 Closed
SBIA
714
Sheaff Brock Investment Advisors
Indiana
-$213K -740 Closed
FCI
715
Financial Counselors Inc
Kansas
-$212K -737 Closed
AAM
716
Aureus Asset Management
Massachusetts
-$209K -728 Closed
JSW
717
Journey Strategic Wealth
New Jersey
-$209K -726 Closed
CAG
718
Csenge Advisory Group
Florida
-$212K -714 Closed
QCM
719
QRG Capital Management
Illinois
-$203K -707 Closed
KWM
720
Kingsview Wealth Management
Oregon
-$203K -705 Closed
SW
721
Simplicity Wealth
New Jersey
-$201K -700 Closed
CNB
722
Camden National Bank
Maine
-$200K -697 Closed
CIM
723
Contravisory Investment Management
Massachusetts
-$190K -660 Closed
NS
724
NBC Securities
Alabama
-$174K -606 Closed
AA
725
Alta Advisers
United Kingdom
-$86.2K -300 Closed

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.