We are live on ! Find out more

360 hedge funds and large institutions have $7.29B invested in Icon in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

7% more funds holding

Funds holding: 337360 (+23)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.84% less ownership

Funds ownership: 89.17%87.33% (-1.8%)

16% less capital invested

Capital invested by funds: $8.69B → $7.29B (-$1.4B)

35% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 151

41% less call options, than puts

Call options by funds: $5.25M | Put options by funds: $8.86M

Holders
360
Holders Change
+23
Holders Change %
+6.82%
% of All Funds
8.23%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
51
Increased
98
Reduced
151
Closed
26
Calls
$5.25M
Puts
$8.86M
Net Calls
-$3.61M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
1
WCM Investment Management
California
$769M +$52.6M +367,131 +8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$631M -$31.3M -218,259 -5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$413M -$20.3M -141,378 -5%
ClearBridge Investments
4
ClearBridge Investments
New York
$340M +$28.4M +198,271 +10%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$335M +$1.27M +8,880 +0.4%
EARNEST Partners
6
EARNEST Partners
Georgia
$330M -$3.55M -24,779 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$290M -$6.85M -47,760 -2%
Boston Partners
8
Boston Partners
Massachusetts
$240M -$14.6M -101,960 -6%
WA
9
Wasatch Advisors
Utah
$234M -$6.1M -42,568 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$223M -$21.3M -148,319 -9%
Principal Financial Group
11
Principal Financial Group
Iowa
$169M +$11M +77,016 +8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$165M +$17.5M +121,970 +13%
Wells Fargo
13
Wells Fargo
California
$136M -$4.63M -32,260 -4%
Bank of America
14
Bank of America
North Carolina
$129M -$2.91M -20,326 -2%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$129M -$4.35M -30,315 -3%
ACM
16
American Capital Management
New York
$128M -$49K -342 -0%
BAMCO Inc
17
BAMCO Inc
New York
$124M +$125K +871 +0.1%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$121M +$5.43M +37,851 +5%
Millennium Management
19
Millennium Management
New York
$113M +$57.7M +402,785 +121%
Norges Bank
20
Norges Bank
Norway
$100M -$1.22M -8,518 -1%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$99M +$7.35M +51,264 +9%
SIMG
22
Stephens Investment Management Group
Texas
$92.6M -$2.44M -17,040 -3%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$90.9M -$1.02M -7,126 -1%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$71.9M -$2.85M -19,880 -4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$70.5M -$6.4M -44,636 -9%

ICLR Hedge Fund Activity: Q3 2018 in Review

360 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q3 2018, worth a combined $7.29B — down 16% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ICLR positions and 26 closed out — a net gain of 25 holders — while 98 added to existing stakes and 151 trimmed.

The largest buyer was Millennium Management, adding an estimated $57.7M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 360 institutional investors held Icon (ICLR) as of Q3 2018, up from 337 in Q2 2018.
  • Funds reported $7.29B of Icon stock for Q3 2018, down 16% quarter-over-quarter.
  • 51 funds opened new Icon positions in Q3 2018 and 26 closed out, a net change of +25 holders.
  • The largest Icon buyer in Q3 2018 was Millennium Management, an estimated $57.7M added.
  • The largest Icon seller in Q3 2018 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2018.