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ICLR

Overview Fund Activity

532 hedge funds and large institutions have $16B invested in Icon in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
65
Increased
194
Reduced
186
Closed
49
Calls
$18.9M
Puts
$5.28M
Net Calls
+$13.6M
Net Calls Change
-$3.77M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
2
Millennium Management
Millennium Management
New York
+$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Franklin Resources
Franklin Resources
California
+$107M
5
Artisan Partners
Artisan Partners
Wisconsin
+$78.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
2
ClearBridge Investments
ClearBridge Investments
New York
-$85.9M
3
American Century Companies
American Century Companies
Missouri
-$71.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$67.4M
5
SCM
Steadfast Capital Management
New York
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
176
Charles Schwab
California
$3.88M +$66.9K +313 +2%
WCA
177
Westover Capital Advisors
Delaware
$3.78M -$5.98K -28 -0.2%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$3.78M +$109K +509 +3%
Two Sigma Advisers
179
Two Sigma Advisers
New York
$3.77M -$85.4K -400 -2%
BC
180
Burney Company
Virginia
$3.71M -$158K -738 -4%
ET
181
Equitable Trust
Tennessee
$3.67M -$355K -1,662 -9%
DZ Bank
182
DZ Bank
Germany
$3.56M -$442K -2,069 -11%
TPCW
183
TD Private Client Wealth
New York
$3.56M +$839K +3,926 +31%
VCA
184
Verdence Capital Advisors
Maryland
$3.37M +$2.41M +11,267 +249%
MYIA
185
Mount Yale Investment Advisors
Colorado
$3.37M +$327K +1,532 +11%
SF
186
Synovus Financial
Georgia
$3.36M -$307K -1,435 -8%
EGA
187
Eagle Global Advisors
Texas
$3.33M +$85.4K +400 +3%
LRPA
188
L. Roy Papp & Associates
Arizona
$3.23M – – –
SGH
189
Sivik Global Healthcare
Connecticut
$3.2M – – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$3.09M +$237K +1,109 +8%
MML Investors Services
191
MML Investors Services
Massachusetts
$3.06M -$538K -2,521 -15%
RHJA
192
Rice Hall James & Associates
California
$3.02M -$33.1K -155 -1%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$3.01M +$146K +685 +5%
VF
194
Virtu Financial
New York
$2.88M +$1.91M +8,958 +198%
EWA
195
Exencial Wealth Advisors
Oklahoma
$2.88M +$303K +1,418 +12%
First Trust Advisors
196
First Trust Advisors
Illinois
$2.77M -$226K -1,058 -8%
Bessemer Group
197
Bessemer Group
New Jersey
$2.64M +$48.7K +228 +2%
Manulife (Manufacturers Life Insurance)
198
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.61M -$574K -2,689 -18%
QC
199
Quadrature Capital
United Kingdom
$2.56M -$7.22M -33,781 -74%
SI
200
Shaker Investments
Ohio
$2.51M +$23.5K +110 +0.9%
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