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598 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

12% more capital invested

Capital invested by funds: $19.7B → $22.1B (+$2.45B)

8% more funds holding

Funds holding: 552 → 598 (+46)

4% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $18.4M

1.84% less ownership

Funds ownership: 98.23% → 96.39% (-1.8%)

16% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 221

Holders
598
Holders Change
+46
Holders Change %
+8.33%
% of All Funds
8.72%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
105
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$308M
2
Morgan Stanley
Morgan Stanley
New York
+$153M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$137M
4
JP Morgan Chase
JP Morgan Chase
New York
+$137M
5
Bessemer Group
Bessemer Group
New Jersey
+$115M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$188M
2
Citadel Advisors
Citadel Advisors
Florida
-$162M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$136M
4
Holocene Advisors
Holocene Advisors
New York
-$86M
5
PCP
Pacific Capital Partners
-$84.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM Investment Management
1
WCM Investment Management
California
$1.96B -$188M -725,091 -10%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.57B -$136M -525,330 -9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$970M +$19.6M +75,885 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$856M -$25.6M -98,872 -3%
Lazard Asset Management
5
Lazard Asset Management
New York
$782M -$73.6M -284,575 -9%
Boston Partners
6
Boston Partners
Massachusetts
$755M -$55.7M -215,097 -7%
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$734M -$1.05M -4,075 -0.2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$723M +$137M +530,548 +26%
Invesco
9
Invesco
Georgia
$556M +$30M +116,099 +6%
BlackRock
10
BlackRock
New York
$511M +$16.9M +65,197 +4%
Franklin Resources
11
Franklin Resources
California
$477M -$50.6M -195,674 -10%
CGI
12
Comgest Global Investors
France
$437M +$405K +1,564 +0.1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$435M +$22.6M +87,409 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$432M +$308M +1,190,812 +356%
American Century Companies
15
American Century Companies
Missouri
$396M -$4.55M -17,601 -1%
ClearBridge Investments
16
ClearBridge Investments
New York
$374M +$16.5M +63,679 +5%
SGA
17
Sustainable Growth Advisers
Connecticut
$369M -$13.5M -52,255 -4%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$324M +$26.2M +101,228 +10%
State Street
19
State Street
Massachusetts
$297M +$13.2M +51,135 +5%
Bank of America
20
Bank of America
North Carolina
$289M +$23.2M +89,848 +10%
BAMCO Inc
21
BAMCO Inc
New York
$280M +$195K +755 +0.1%
Fidelity International
22
Fidelity International
Bermuda
$279M -$67.7M -261,532 -21%
JP Morgan Chase
23
JP Morgan Chase
New York
$273M +$137M +527,670 +121%
Victory Capital Management
24
Victory Capital Management
Texas
$268M +$74M +286,058 +43%
Morgan Stanley
25
Morgan Stanley
New York
$256M +$153M +592,772 +189%
1
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ICLR Hedge Fund Activity: Q4 2023 in Review

598 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2023, worth a combined $22.1B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ICLR positions and 49 closed out — a net gain of 56 holders — while 186 added to existing stakes and 221 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $308M. The largest seller was WCM Investment Management, cutting an estimated $188M.

  • 598 institutional investors held Icon (ICLR) as of Q4 2023, up from 552 in Q3 2023.
  • Funds reported $22.1B of Icon stock for Q4 2023, up 12% quarter-over-quarter.
  • 105 funds opened new Icon positions in Q4 2023 and 49 closed out, a net change of +56 holders.
  • The largest Icon buyer in Q4 2023 was T. Rowe Price Associates, an estimated $308M added.
  • The largest Icon seller in Q4 2023 was WCM Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2023.