Renaissance Technologies’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Renaissance Technologies’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-85,680	Closed	-$1.52M	–	3524
2025 Q2	$1.52M	Buy	85,680 +27,949	+48%	+$544K	﹤0.01%	2282
2025 Q1	$1.2M	Buy	57,731 +41,231	+250%	+$782K	﹤0.01%	2295
2024 Q4	$305K	Sell	16,500 -27,025	-62%	-$520K	﹤0.01%	3039
2024 Q3	$853K	Buy	+43,525	New	+$866K	﹤0.01%	2541
2024 Q1	–	Sell	-90,773	Closed	-$1.54M	–	3726
2023 Q4	$1.54M	Buy	+90,773	New	+$1.8M	﹤0.01%	2109
2023 Q3	–	Sell	-17,701	Closed	-$332K	–	3688
2023 Q2	$332K	Buy	17,701 +801	+5%	+$16.2K	﹤0.01%	3086
2023 Q1	$345K	Sell	16,900 -86,909	-84%	-$1.75M	﹤0.01%	3062
2022 Q4	$2.2M	Buy	+103,809	New	+$2.15M	﹤0.01%	2013

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Renaissance Technologies's BTAL Position: Q3 2025 in Review

Renaissance Technologies sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 85,680 shares — an estimated $1.52M sold.

Renaissance Technologies first reported a position in BTAL in Q4 2022 and held it in 8 quarters. The position peaked at $2.2M in Q4 2022. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

Renaissance Technologies reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
Renaissance Technologies sold 85,680 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $1.52M.
Renaissance Technologies first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 8 quarters.
Renaissance Technologies's AGF US Market Neutral Anti-Beta Fund position peaked at $2.2M in Q4 2022.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.