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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
201
Simplicity Wealth
New Jersey
$5.75M 17,118 +17,118 New
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$5.72M 17,038 -1,332 -7%
OPCM
203
Osborne Partners Capital Management
California
$5.41M 16,102 +490 +3%
MYIA
204
Mount Yale Investment Advisors
Colorado
$5.3M 15,777 -848 -5%
WCA
205
Westover Capital Advisors
Delaware
$5.3M 15,773 -280 -2%
PE
206
Point72 Europe
United Kingdom
$5.27M 15,700 +15,700 New
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$5.23M 15,557 +6,438 +71%
BC
208
Burney Company
Virginia
$5.21M 15,509 -113 -0.7%
EP
209
Eversept Partners
New York
$5.16M 15,347 -70 -0.5%
FNBOO
210
First National Bank of Omaha
Nebraska
$5.1M 29,164 +23,216 +390%
Dimensional Fund Advisors
211
Dimensional Fund Advisors
Texas
$5.09M 15,160 – –
ACP
212
Altitude Crest Partners
Connecticut
$4.97M 14,800 +14,800 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$4.97M 14,786 -488 -3%
LRPA
214
L. Roy Papp & Associates
Arizona
$4.97M 14,780 -219 -1%
Calamos Advisors
215
Calamos Advisors
Illinois
$4.95M 14,740 +4,910 +50%
EGA
216
Eagle Global Advisors
Texas
$4.88M 14,524 +124 +0.9%
Jane Street
217
Jane Street
New York
$4.85M 14,433 +6,249 +76%
MML Investors Services
218
MML Investors Services
Massachusetts
$4.81M 14,311 -1,624 -10%
URS
219
Utah Retirement Systems
Utah
$4.73M 14,087 – –
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
$4.7M 14,000 +14,000 New
LAM
221
LECAP Asset Management
United Kingdom
$4.61M 13,725 +13,725 New
BPC
222
Banque Pictet & Cie
Switzerland
$4.42M 13,170 -5,467 -29%
MWAM
223
Manhattan West Asset Management
California
$4.42M 13,144 +1,343 +11%
KCM
224
Kennedy Capital Management
Missouri
$4.33M 12,890 +5,094 +65%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25M 15,024 – –
7 8
9
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