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
We are live on
!
Find out more
S&P Global
SPGI
Market cap
$122B
Overview
Fund Trends
Fund Holders
412.19
USD
+4.37
1.07%
At close
Updated
Oct 12, 4:00 PM EDT
Pre-market
After hours
412.00
-0.19
0.05%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
1.07%
5 days
4.92%
1 month
-1.52%
3 months
-5.86%
6 months
-4.16%
Year to date
-19.6%
1 year
-14.01%
5 years
-4.29%
10 years
234.11%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
701
LCAM
701
Long Corridor Asset Management
Hong Kong
$4.68M
+$5.11M
+11,000
New
702
TPM
702
Triasima Portfolio Management
Montreal,
Quebec, Canada
$4.66M
+$5.09M
+10,966
New
703
FMII
703
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
$4.65M
+$2.15M
+4,637
+74%
704
704
AssetMark Inc
Concord,
California
$4.63M
+$106K
+228
+2%
705
TMAM
705
Tokio Marine Asset Management
Tokyo,
Japan
$4.62M
+$149K
+320
+3%
706
AAM
706
Azzad Asset Management
Falls Church,
Virginia
$4.6M
-$104K
-224
-2%
707
CHAM
707
Clear Harbor Asset Management
Stamford,
Connecticut
$4.6M
–
–
–
708
GCM
708
Graham Capital Management
Rowayton,
Connecticut
$4.58M
+$4.99M
+10,759
New
709
ASN
709
Advisory Services Network
Atlanta,
Georgia
$4.56M
-$474K
-1,021
-9%
710
IIM
710
Intact Investment Management
Montreal,
Quebec, Canada
$4.55M
+$3.76M
+8,100
+312%
711
DSC
711
Duncker Streett & Co
St. Louis,
Missouri
$4.53M
+$1.19M
+2,563
+32%
712
KIA
712
Knollwood Investment Advisory
Hunt Valley,
Maryland
$4.51M
–
–
–
713
CTA
713
Colonial Trust Advisors
Spartanburg,
South Carolina
$4.47M
-$185K
-399
-4%
714
BJL
714
Brighton Jones LLC
Seattle,
Washington
$4.45M
+$4.86M
+10,465
New
715
SWP
715
Stratos Wealth Partners
Beachwood,
Ohio
$4.38M
-$592K
-1,275
-11%
716
SC
716
Scholtz & Company
Stamford,
Connecticut
$4.33M
+$329K
+709
+7%
717
WHAM
717
Windmill Hill Asset Management
Waddesdon,
United Kingdom
$4.33M
+$1.05M
+2,265
+29%
718
EF
718
Empirical Finance
Havertown,
Pennsylvania
$4.33M
-$12.1K
-26
-0.3%
719
719
Nomura Holdings
Tokyo,
Japan
$4.3M
-$2.09M
-4,494
-31%
720
KIA
720
KCM Investment Advisors
Greenbrae,
California
$4.3M
-$634K
-1,365
-12%
721
IAA
721
Independent Advisor Alliance
Charlotte,
North Carolina
$4.3M
-$1.5M
-3,240
-24%
722
THCM
722
Taylor Hoffman Capital Management
Richmond,
Virginia
$4.29M
+$95.6K
+206
+2%
723
CC
723
Clearline Capital
New York
$4.29M
+$4.68M
+10,076
New
724
724
IMC Chicago
Chicago,
Illinois
$4.27M
+$4.66M
+10,040
New
725
AP
725
Americana Partners
Houston,
Texas
$4.25M
-$2.55M
-5,487
-35%
1
27
28
29
30
31
96
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
