We are live on ! Find out more

259 hedge funds and large institutions have $4.06B invested in Icon in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $3.42M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

9% more capital invested

Capital invested by funds: $3.72B → $4.06B (+$341M)

5% less funds holding

Funds holding: 273259 (-14)

27% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 44

39% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 116

Holders
259
Holders Change
-14
Holders Change %
-5.13%
% of All Funds
6.91%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
32
Increased
71
Reduced
116
Closed
44
Calls
$7.33M
Puts
$3.42M
Net Calls
+$3.91M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$271M -$7.19M -95,697 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$271M +$66.5M +885,384 +34%
WCM Investment Management
3
WCM Investment Management
California
$266M -$92.8M -1,234,468 -26%
EARNEST Partners
4
EARNEST Partners
Georgia
$257M -$9.76M -129,949 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$188M +$4.8M +63,902 +3%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$177M -$4.07M -54,228 -2%
WA
7
Wasatch Advisors
Utah
$140M -$603K -8,019 -0.4%
Boston Partners
8
Boston Partners
Massachusetts
$127M -$46.9M -623,770 -27%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$96.8M -$24.1M -320,272 -20%
Millennium Management
10
Millennium Management
New York
$91.7M +$16M +213,083 +22%
PL
11
Perpetual Ltd
Australia
$85.8M +$72M +958,809 +639%
ClearBridge Investments
12
ClearBridge Investments
New York
$84.8M -$3.26M -43,387 -4%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$77.5M -$5.86M -77,945 -7%
BAMCO Inc
14
BAMCO Inc
New York
$71.8M -$216K -2,875 -0.3%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$67.1M -$6.91M -91,955 -10%
ACM
16
American Capital Management
New York
$63.9M -$1.49M -19,806 -2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$58.8M -$99.3K -1,321 -0.2%
PIM
18
Perkins Investment Management
Illinois
$56.5M +$49.9M +663,487 +1,003%
CCMH
19
Cornerstone Capital Management Holdings
New York
$55.8M -$10.2M -135,098 -16%
SIMG
20
Stephens Investment Management Group
Texas
$53.5M +$2.62M +34,851 +5%
Bank of America
21
Bank of America
North Carolina
$48M -$11.6M -154,030 -20%
PC
22
Polar Capital
United Kingdom
$48M -$1.37M -18,273 -3%
Wells Fargo
23
Wells Fargo
California
$47.9M -$21.9M -291,891 -32%
SEI Investments
24
SEI Investments
Pennsylvania
$43.5M -$262K -3,492 -0.6%
BCM
25
Brown Capital Management
Maryland
$42.8M +$6.58M +87,551 +19%

ICLR Hedge Fund Activity: Q3 2016 in Review

259 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q3 2016, worth a combined $4.06B — up 9.2% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ICLR and 32 opened new positions — a net loss of 12 holders — while 116 trimmed existing stakes and 71 added.

The largest buyer was Perpetual Ltd, adding an estimated $72M. The largest seller was WCM Investment Management, cutting an estimated $92.8M.

  • 259 institutional investors held Icon (ICLR) as of Q3 2016, down from 273 in Q2 2016.
  • Funds reported $4.06B of Icon stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 32 funds opened new Icon positions in Q3 2016 and 44 closed out, a net change of -12 holders.
  • The largest Icon buyer in Q3 2016 was Perpetual Ltd, an estimated $72M added.
  • The largest Icon seller in Q3 2016 was WCM Investment Management, an estimated $92.8M sold.

Based on aggregated 13F filings for Q3 2016.