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ICLR

Overview Fund Activity

596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$432M
2
Morgan Stanley
Morgan Stanley
New York
$256M
3
Capital Research Global Investors
Capital Research Global Investors
California
$723M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$273M
5
Bessemer Group
Bessemer Group
New Jersey
$130M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$1.96B
2
Citadel Advisors
Citadel Advisors
Florida
$244M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.57B
4
Holocene Advisors
Holocene Advisors
New York
$8.88M
5
Lazard Asset Management
Lazard Asset Management
New York
$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJIM
176
Henry James International Management
New York
$6.04M -$75.9K -268 -1%
Manulife (Manufacturers Life Insurance)
177
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.98M +$212K +748 +4%
CAN
178
Cetera Advisor Networks
California
$5.74M -$19K -67 -0.3%
MCM
179
McKinley Capital Management
Alaska
$5.69M – – –
WF
180
Welch & Forbes
Massachusetts
$5.67M – – –
BFG
181
Bleakley Financial Group
New Jersey
$5.5M +$3.34M +11,811 +155%
SS
182
Simplicity Solutions
Minnesota
$5.49M +$3.34M +11,802 +155%
ET
183
Equitable Trust
Tennessee
$5.4M -$127K -447 -2%
Polen Capital Management
184
Polen Capital Management
Florida
$5.33M -$138K -30,791 -3%
CCIA
185
Campbell & Co Investment Adviser
Maryland
$5.31M +$5.31M +18,748 New
BPC
186
Banque Pictet & Cie
Switzerland
$5.28M -$4.69M -16,565 -47%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$5.2M +$176K +623 +4%
AMI
188
Amica Mutual Insurance
Rhode Island
$5.13M -$1.04M -3,670 -17%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$5.09M +$208K +734 +4%
RBC
190
Romano Brothers & Co
Illinois
$5.05M -$212K -750 -4%
BCM
191
Brasada Capital Management
Texas
$4.75M +$838K +2,961 +21%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$4.74M -$177K -624 -4%
MYIA
193
Mount Yale Investment Advisors
Colorado
$4.71M -$99.9K -353 -2%
WCA
194
Westover Capital Advisors
Delaware
$4.54M +$19.2K +68 +0.4%
MML Investors Services
195
MML Investors Services
Massachusetts
$4.51M +$1.28M +4,517 +40%
BC
196
Burney Company
Virginia
$4.42M -$238K -841 -5%
OPCM
197
Osborne Partners Capital Management
California
$4.42M +$4.42M +15,612 New
EP
198
Eversept Partners
New York
$4.36M -$1.58M -5,581 -27%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$4.32M -$551K -1,947 -11%
Dimensional Fund Advisors
200
Dimensional Fund Advisors
Texas
$4.3M -$33.4K -118 -0.8%
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