We are live on ! Find out more

673 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $20.4M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

4% more funds holding

Funds holding: 646673 (+27)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.64% less ownership

Funds ownership: 94.32%93.68% (-0.64%)

7% less capital invested

Capital invested by funds: $26.1B → $24.2B (-$1.82B)

Holders
673
Holders Change
+27
Holders Change %
+4.18%
% of All Funds
9.72%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
250
Reduced
229
Closed
52
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
1
WCM Investment Management
California
$2.09B -$13.9M -44,333 -0.7%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.57B -$97.1M -309,965 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$865M -$143M -457,807 -14%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$840M +$10.2M +32,529 +1%
Boston Partners
5
Boston Partners
Massachusetts
$823M -$2.95M -9,422 -0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$821M +$274M +875,373 +50%
Lazard Asset Management
7
Lazard Asset Management
New York
$767M -$46.1M -147,240 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$689M -$33.2M -105,815 -5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$596M -$94.1M -300,237 -14%
Invesco
10
Invesco
Georgia
$567M -$10.3M -32,836 -2%
ClearBridge Investments
11
ClearBridge Investments
New York
$473M -$52.1M -166,264 -10%
AllianceBernstein
12
AllianceBernstein
Tennessee
$440M -$22.7M -72,553 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$426M +$149M +474,000 +53%
Franklin Resources
14
Franklin Resources
California
$417M -$13.6M -43,549 -3%
CGI
15
Comgest Global Investors
France
$386M -$66.1M -210,793 -15%
BI
16
BlueSpruce Investments
Illinois
$379M -$22.9M -73,081 -6%
SGA
17
Sustainable Growth Advisers
Connecticut
$375M -$5.41M -17,265 -1%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$374M +$5.53M +17,655 +2%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$363M +$3.31M +10,567 +0.9%
BlackRock
20
BlackRock
New York
$362M -$223M -710,536 -38%
Bank of America
21
Bank of America
North Carolina
$355M +$72.8M +232,301 +26%
American Century Companies
22
American Century Companies
Missouri
$354M +$45.5M +145,333 +15%
Polen Capital Management
23
Polen Capital Management
Florida
$340M -$4.12M -13,157 -1%
Victory Capital Management
24
Victory Capital Management
Texas
$336M +$15.8M +50,366 +5%
Goldman Sachs
25
Goldman Sachs
New York
$308M +$91.7M +292,523 +42%