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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$1.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$366M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
4
Victory Capital Management
Texas
$163M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
5
Franklin Resources
California
$463M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$5.01M 20,357 -247 -1%
MCM
177
McKinley Capital Management
Alaska
$4.95M 20,086 – –
WF
178
Welch & Forbes
Massachusetts
$4.93M 20,023 -6 -0%
ET
179
Equitable Trust
Tennessee
$4.8M 19,507 +2,805 +17%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$4.76M 19,319 +18,046 +1,418%
PMAM
181
Picton Mahoney Asset Management
Ontario, Canada
$4.75M 19,302 +19,302 New
SGA
182
Strategic Global Advisors
California
$4.67M 18,974 -2,951 -13%
RBC
183
Romano Brothers & Co
Illinois
$4.58M 18,592 -100 -0.5%
California State Teachers Retirement System (CalSTRS)
184
California State Teachers Retirement System (CalSTRS)
California
$4.51M 18,307 -9,210 -33%
SSA
185
Schonfeld Strategic Advisors
New York
$4.48M 18,200 +10,100 +125%
DekaBank Deutsche Girozentrale
186
DekaBank Deutsche Girozentrale
Germany
$4.43M 17,964 +9,700 +117%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$4.37M 17,747 +17,747 New
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$4.28M 17,371 -78 -0.4%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$4.24M 17,230 – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$4.24M 17,221 +2,975 +21%
MYIA
191
Mount Yale Investment Advisors
Colorado
$4.18M 16,978 +3,155 +23%
BC
192
Burney Company
Virginia
$4.05M 16,463 -223 -1%
WCA
193
Westover Capital Advisors
Delaware
$3.94M 15,985 -102 -0.6%
EGA
194
Eagle Global Advisors
Texas
$3.79M 15,400 – –
Dimensional Fund Advisors
195
Dimensional Fund Advisors
Texas
$3.76M 15,278 -1,099 -7%
LRPA
196
L. Roy Papp & Associates
Arizona
$3.73M 15,141 – –
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.7M 15,024 -4,776 -24%
US Bancorp
198
US Bancorp
Minnesota
$3.64M 14,773 +114 +0.8%
Bessemer Group
199
Bessemer Group
New Jersey
$3.57M 14,504 +2,268 +19%
URS
200
Utah Retirement Systems
Utah
$3.44M 13,987 – –
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8
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