EDMOND DE ROTHSCHILD HOLDING S.A.

Q4 2021 13F-HR Holdings

Location
Chambesy, V8
Holdings as of
12/31/2021
Date filed
2/10/2022
Form type
13F-HR
Num holdings
818
Total value ($000)
$4,624,520
Net value change ($000)
+303,570 (7.0%)
New positions
96
Sold out positions
103
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Zendesk, Inc. 31,610 15964.6%
MSFT 29,885 26.1%
FDX 22,729 71.0%
V 22,431 58.9%
NTAP 21,503 35.2%
GOOGL 19,907 20.6%
JPM 17,834 24.3%
ASPENTECH Corp 16,403 NEW
SPY 16,317 43.0%
BAH 14,357 45.6%
Top Reduces (Value $000, Stocks/ETFs)
Mimecast Ltd -64,995 -99.9%
CVS -17,866 -22.4%
MRNA -16,925 -29.3%
CERNER Corp -12,211 -97.8%
NDAQ -10,628 -86.3%
CME -9,410 -100.0%
SE -9,157 -76.3%
AIY -8,922 -86.1%
IBN -8,660 -28.1%
CVX -8,512 -24.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type