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424 hedge funds and large institutions have $9.9B invested in Icon in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $30.5M

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $9.08B → $9.9B (+$816M)

7.26% more ownership

Funds ownership: 88.24%95.5% (+7.3%)

1% more funds holding

Funds holding: 421424 (+3)

Holders
424
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
7.45%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
62
Increased
161
Reduced
130
Closed
55
Calls
$54.6M
Puts
$30.5M
Net Calls
+$24M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$920M +$477M +2,415,102 +106%
WCM Investment Management
2
WCM Investment Management
California
$795M +$14.4M +73,128 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$588M -$197M -995,562 -25%
CGI
4
Comgest Global Investors
France
$576M +$99.4M +503,389 +21%
ClearBridge Investments
5
ClearBridge Investments
New York
$419M +$27.3M +138,059 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$406M -$52.6M -266,658 -11%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$403M -$3.44M -17,446 -0.8%
PG
8
Pendal Group
Australia
$369M -$6.92M -35,061 -2%
WA
9
Wasatch Advisors
Utah
$343M +$31M +157,121 +10%
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$295M +$133M +675,378 +82%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$251M +$17.7M +89,723 +8%
Boston Partners
12
Boston Partners
Massachusetts
$204M +$53.9M +272,885 +36%
Fidelity International
13
Fidelity International
Bermuda
$204M +$42.3M +214,377 +26%
Invesco
14
Invesco
Georgia
$185M -$128M -650,575 -41%
Principal Financial Group
15
Principal Financial Group
Iowa
$172M -$2.66M -13,494 -2%
American Century Companies
16
American Century Companies
Missouri
$157M +$114M +575,514 +258%
Polen Capital Management
17
Polen Capital Management
Florida
$151M +$28.4M +143,853 +23%
ACM
18
American Capital Management
New York
$142M +$603K +3,054 +0.4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$132M +$410K +2,078 +0.3%
BAMCO Inc
20
BAMCO Inc
New York
$129M +$5.06M +25,650 +4%
EARNEST Partners
21
EARNEST Partners
Georgia
$115M -$2.65M -13,430 -2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$113M -$195M -989,811 -63%
SIMG
23
Stephens Investment Management Group
Texas
$102M +$373K +1,888 +0.4%
Norges Bank
24
Norges Bank
Norway
$102M +$7.03M +35,600 +7%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$100M +$6.24M +31,630 +7%