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509 hedge funds and large institutions have $17.5B invested in Icon in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 176 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $22M | Put options by funds: $8.39M

0.25% less ownership

Funds ownership: 89.64%89.39% (-0.25%)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 193

7% less funds holding

Funds holding: 545509 (-36)

21% less capital invested

Capital invested by funds: $22.2B → $17.5B (-$4.7B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

33% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 80

Holders
509
Holders Change
-36
Holders Change %
-6.61%
% of All Funds
8.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
54
Increased
176
Reduced
193
Closed
80
Calls
$22M
Puts
$8.39M
Net Calls
+$13.6M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
1
WCM Investment Management
California
$1.66B -$93.6M -373,553 -5%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.6B -$165M -659,108 -9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.14B -$114M -453,026 -9%
American Century Companies
4
American Century Companies
Missouri
$674M +$188M +751,129 +37%
Boston Partners
5
Boston Partners
Massachusetts
$648M +$137M +547,995 +26%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$641M +$274M +1,092,395 +71%
ClearBridge Investments
7
ClearBridge Investments
New York
$564M -$24.9M -99,524 -4%
CGI
8
Comgest Global Investors
France
$512M -$51.7M -206,378 -9%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$496M +$118M +471,885 +30%
Fidelity International
10
Fidelity International
Bermuda
$413M +$67.9M +270,872 +19%
Polen Capital Management
11
Polen Capital Management
Florida
$379M -$7.45M -29,709 -2%
PG
12
Pendal Group
Australia
$370M +$42.2M +168,418 +12%
Invesco
13
Invesco
Georgia
$328M +$128M +510,079 +61%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$321M +$16.7M +66,672 +5%
Renaissance Technologies
15
Renaissance Technologies
New York
$311M -$35.3M -140,800 -10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$282M -$297M -1,184,771 -51%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$270M +$52.4M +208,955 +23%
SCM
18
Steadfast Capital Management
New York
$256M +$43.2M +172,363 +20%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$211M -$16.4M -65,319 -7%
SGA
20
Sustainable Growth Advisers
Connecticut
$198M +$35.5M +141,588 +21%
BAMCO Inc
21
BAMCO Inc
New York
$188M -$5.39M -21,500 -3%
Capital Research Global Investors
22
Capital Research Global Investors
California
$177M -$48.5M -193,555 -21%
ACM
23
American Capital Management
New York
$174M -$427K -1,703 -0.2%
Norges Bank
24
Norges Bank
Norway
$168M -$10.7M -42,815 -6%
WA
25
Wasatch Advisors
Utah
$157M -$34.3M -137,015 -18%

ICLR Hedge Fund Activity: Q1 2022 in Review

509 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q1 2022, worth a combined $17.5B — down 21% from $22.2B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of ICLR and 54 opened new positions — a net loss of 26 holders — while 193 trimmed existing stakes and 176 added.

The largest buyer was Fidelity Investments, adding an estimated $274M. The largest seller was Artisan Partners, exiting entirely with an estimated $425M sold.

  • 509 institutional investors held Icon (ICLR) as of Q1 2022, down from 545 in Q4 2021.
  • Funds reported $17.5B of Icon stock for Q1 2022, down 21% quarter-over-quarter.
  • 54 funds opened new Icon positions in Q1 2022 and 80 closed out, a net change of -26 holders.
  • The largest Icon buyer in Q1 2022 was Fidelity Investments, an estimated $274M added.
  • The largest Icon seller in Q1 2022 was Artisan Partners, an estimated $425M sold.

Based on aggregated 13F filings for Q1 2022.