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ICLR

Overview Fund Activity

551 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

Holders
551
Holders Change
+23
Holders Change %
+4.36%
% of All Funds
8.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$1.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$366M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$825M
4
Victory Capital Management
4
Victory Capital Management
Texas
$163M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$63.7M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$137M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$750M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$50.3M
5
Franklin Resources
5
Franklin Resources
California
$463M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM Investment Management
1
WCM Investment Management
California
$1.87B 7,594,972 +1,767,622 +30%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B 6,058,006 -610,945 -9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$825M 3,351,530 +597,209 +22%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$769M 3,124,156 +77,382 +3%
Lazard Asset Management
5
Lazard Asset Management
New York
$750M 3,046,000 -388,431 -11%
Boston Partners
6
Boston Partners
Massachusetts
$711M 2,886,827 -214,162 -7%
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$640M 2,597,601 -76,554 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$498M 2,023,125 -59,384 -3%
Franklin Resources
9
Franklin Resources
California
$463M 1,879,943 -284,285 -13%
Invesco
10
Invesco
Georgia
$456M 1,849,803 +117,697 +7%
BlackRock
11
BlackRock
New York
$429M 1,741,394 -131,751 -7%
CGI
12
Comgest Global Investors
France
$380M 1,542,247 -10,015 -0.6%
Citadel Advisors
13
Citadel Advisors
Florida
$366M 1,487,565 +1,376,919 +1,244%
AllianceBernstein
14
AllianceBernstein
Tennessee
$357M 1,449,504 -44,927 -3%
American Century Companies
15
American Century Companies
Missouri
$349M 1,418,002 -260,297 -16%
SGA
16
Sustainable Growth Advisers
Connecticut
$334M 1,356,703 -44,921 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$310M 1,257,441 +151,418 +14%
Fidelity International
18
Fidelity International
Bermuda
$307M 1,247,959 -265,129 -18%
Polen Capital Management
19
Polen Capital Management
Florida
$301M 1,222,961 -243,060 -17%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$257M 1,043,165 -16,491 -2%
State Street
21
State Street
Massachusetts
$246M 997,809 +41,513 +4%
BAMCO Inc
22
BAMCO Inc
New York
$243M 987,006 -759 -0.1%
BI
23
BlueSpruce Investments
Illinois
$241M 977,914 -163,992 -14%
Bank of America
24
Bank of America
North Carolina
$229M 931,814 -72,300 -7%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$213M 866,791 -20,655 -2%
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