Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WA
SMLR
Wasatch Advisors’s
Semler Scientific
SMLR
Stock Holding History
Wasatch Advisors’s Portfolio
SMLR Stock Details
SMLR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-118,907
Closed
-$10.9M
–
278
2021
Q4
$10.9M
Buy
+118,907
New
+$13.3M
0.04%
202
Other funds holding SMLR
NCM
Nantahala Capital Management
New Canaan, Connecticut
$1.6B AUM
121.58%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
ER
EVR Research
Richmond, Virginia
$176M AUM
41.5%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
AIA
Avalon Investment & Advisory
Houston, Texas
$3.65B AUM
0.47%
1-Year Est. Return
PWAM
Park West Asset Management
San Francisco, California
$1.13B AUM
47.25%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
PCA
Prospect Capital Advisors
Sausalito, California
$180M AUM
60.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close