Location
Chicago, IL
Holdings as of
9/30/2022
Date filed
10/26/2022
Form type
13F-HR
Num holdings
71
Total value ($000)
$21,039
Net value change ($000)
+366 (1.8%)
New positions
8
Sold out positions
6
Turnover %
17.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2022
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)
VITL 337 NEW
AIRS 312 NEW
CHRS 307 NEW
HSI 279 NEW
RNGR 274 NEW
BLFS 272 187.6%
SMLR 265 NEW
CSTL 208 NEW
NSSC 195 41.2%
OPIANT PHARMACEUTICALS, INC. 190 NEW
Top Reduces (Value $000, Stocks/ETFs)
GRBK -293 -100.0%
CHANNELADVISOR CORP -287 -100.0%
CCRN -263 -100.0%
COWEN INC. -256 -100.0%
OPRX -219 -100.0%
ZETA -184 -100.0%
RCKY -154 -41.2%
GLDD -153 -42.1%
TALO -142 -27.5%
CLAR -112 -29.2%
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