SEGALL BRYANT & HAMILL, LLC

Q3 2021 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2021
Date filed
11/3/2021
Form type
13F-HR
Num holdings
780
Total value ($000)
$10,333,528
Net value change ($000)
+27,220 (0.3%)
New positions
41
Sold out positions
24
Turnover %
2.4%
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 Q2 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)
PACIFIC PREMIER BANCORP INC 23,068 NEW
PWR 20,628 24.7%
MRSH 19,789 80.1%
BDC 19,365 67.1%
CMP 19,109 29.1%
Catalent, Inc. 18,225 26.1%
MTN 17,867 5224.3%
HAIN 14,350 9.3%
RRC 13,945 NEW
KBR 13,646 40.9%
Top Reduces (Value $000, Stocks/ETFs)
RRX -110,688 -100.0%
FMC -31,057 -63.2%
APD -29,068 -47.7%
LW -24,100 -72.7%
FERRO CORP -19,981 -100.0%
ENS -16,276 -28.3%
AON -15,126 -40.1%
THS -13,083 -53.7%
Six Flags Entertainment Corp/OLD -13,012 -23.8%
MAGELLAN HEALTH INC -12,668 -51.3%
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