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ICLR

Overview Fund Activity

331 hedge funds and large institutions have $5.65B invested in Icon in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
7.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
45
Increased
113
Reduced
119
Closed
43
Calls
$7.41M
Puts
$14.7M
Net Calls
-$7.25M
Net Calls Change
-$10.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$192M
2
TPI
Tesco Pension Investment
United Kingdom
$27.8M
3
WCM Investment Management
WCM Investment Management
California
$527M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$461M
5
Principal Financial Group
Principal Financial Group
Iowa
$112M

Top Sellers

1
PRO
Pensioenfonds Rail & OV
Netherlands
$0
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$63.3M
3
UBS AM
UBS AM
Illinois
$31.9K
4
AL
AJO LP
Pennsylvania
$4.56M
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
126
Amundi Asset Management US
Massachusetts
$2.82M +$2.75M +23,233 +3,872%
WF
127
Welch & Forbes
Massachusetts
$2.75M +$2.75M +23,250 New
CG
128
Colony Group
Massachusetts
$2.7M -$36K -305 -1%
BTS
129
BB&T Securities
Virginia
$2.61M +$603K +5,102 +30%
GC
130
Gratry & Company
Ohio
$2.55M -$489K -4,137 -16%
PMAM
131
Picton Mahoney Asset Management
Ontario, Canada
$2.55M -$177K -1,500 -6%
GC
132
Guggenheim Capital
Illinois
$2.53M +$1.7M +14,400 +206%
Fisher Asset Management
133
Fisher Asset Management
Washington
$2.47M -$496K -4,200 -17%
LWS
134
Lucia Wealth Services
California
$2.43M +$587K +4,973 +32%
PIM
135
Platinum Investment Management
Australia
$2.3M – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$2.2M -$9.26M -78,448 -81%
FIM
137
Freedom Investment Management
Connecticut
$2.19M +$226K +1,915 +12%
WB
138
WesBanco Bank
West Virginia
$2.16M +$2.16M +18,276 New
OAM
139
Oppenheimer Asset Management
New York
$2.1M +$114K +964 +6%
ACI
140
AMP Capital Investors
Australia
$2.04M -$104K -880 -5%
BC
141
Brinker Capital
Pennsylvania
$1.99M -$15K -127 -0.7%
FA
142
FDx Advisors
Illinois
$1.93M -$454K -3,843 -19%
EVM
143
Eaton Vance Management
Massachusetts
$1.9M +$1.9M +16,060 New
Vanguard Group
144
Vanguard Group
Pennsylvania
$1.84M – – –
Legal & General Group
145
Legal & General Group
United Kingdom
$1.75M +$202K +1,708 +13%
AG
146
Advisor Group
Arizona
$1.73M +$21.9K +185 +1%
AG
147
Aperio Group
California
$1.72M -$123K -1,045 -7%
MYIA
148
Mount Yale Investment Advisors
Colorado
$1.69M +$1.69M +14,271 New
USAA
149
United Services Automobile Association
Texas
$1.66M -$4.74M -40,126 -74%
GKIM
150
GW&K Investment Management
Massachusetts
$1.65M +$289K +2,445 +21%
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