Reported portfolio value
——TOP 9 INSTITUTIONAL INVESTORS
Investor holdings monitor
See how leading investment firms are changing their publicly reported portfolios each quarter.
How to use: choose an investor and reporting quarter. Review increased, reduced, first-time, and removed holdings. Select a table heading to sort values and compare every move with the prior quarter.
Positions reported
—Unique CUSIP / issuer-class positionsNet activity
——Comparison basis
—Previous file in creation-date sequencePortfolio moves
Select a column heading to sort. Select it again to reverse the order.
Increased stocks
Existing positions with more shares than the prior filing.
| Stock | Holding | Δ Shares | Δ % |
|---|
Decreased stocks
Existing positions with fewer shares than the prior filing.
| Stock | Holding | Δ Shares | Δ % |
|---|
First-time stocks
Positions not present in the immediately prior filing.
| Stock | Holding | Shares | Class |
|---|
Completely removed
Positions in the prior filing but absent in this report.
| Stock | Prior holding | Prior shares | Status |
|---|