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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.

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

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
Franklin Resources
California
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Brasada Capital Management
Texas
$3.29M +$232K +973 +8%
SF
202
Synovus Financial
Georgia
$3.29M -$356K -1,447 -10%
PCP
203
Pacific Capital Partners
$3.23M +$3.23M +479,358 New
RJFSA
204
Raymond James Financial Services Advisors
Florida
$3.2M -$133K -541 -4%
EWA
205
Exencial Wealth Advisors
Oklahoma
$3.2M -$369K -1,498 -10%
VCA
206
Verdence Capital Advisors
Maryland
$2.91M -$571K -2,320 -16%
SCA
207
Snowden Capital Advisors
New York
$2.85M +$494K +2,008 +21%
ACM
208
Ativo Capital Management
Illinois
$2.84M – – –
MML Investors Services
209
MML Investors Services
Massachusetts
$2.81M -$35.5K -144 -1%
JA
210
JLB & Associates
Michigan
$2.76M -$136K -551 -5%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$2.61M +$2.61M +10,607 New
RHJA
212
Rice Hall James & Associates
California
$2.56M -$78.8K -320 -3%
SIA
213
SeaBridge Investment Advisors
New Jersey
$2.49M +$106K +429 +4%
RFC
214
Regions Financial Corp
Alabama
$2.49M +$56.6K +230 +2%
DT
215
Diversified Trust
Tennessee
$2.47M -$48.3K -196 -2%
SGH
216
Sivik Global Healthcare
Connecticut
$2.46M -$2.46M -10,000 -50%
II
217
Inspire Investing
Idaho
$2.27M +$285K +1,157 +14%
MWAM
218
Manhattan West Asset Management
California
$2.26M +$257K +1,155 +13%
PI
219
Pettee Investors
Connecticut
$2.24M – – –
GT
220
Glenmede Trust
Pennsylvania
$2.23M +$488K +1,983 +28%
SI
221
Shaker Investments
Ohio
$2.22M -$18.5K -75 -0.8%
EGM
222
Engineers Gate Manager
New York
$2.1M +$2.1M +8,534 New
AB
223
Amalgamated Bank
New York
$2.08M +$113K +460 +6%
PFO
224
Pathstone Family Office
New Jersey
$1.94M +$661K +2,632 +52%
MCM
225
Mitchell Capital Management
Kansas
$1.94M -$2.46K -10 -0.1%
7 8
9
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