Mesirow Financial Investment Management, Inc.
Q4 2023 13F-HR/A Holdings
Net value change ($000)
+2,715,590
(11818.7%)
New positions
491
Sold out positions
8
Turnover %
99.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2023
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)
| BRK-B | 209,634 | NEW |
| MOAT | 191,475 | NEW |
| ITOT | 96,737 | NEW |
| IJR | 94,759 | NEW |
| AAPL | 94,515 | NEW |
| IVV | 83,507 | NEW |
| VOO | 77,228 | NEW |
| MSFT | 76,342 | NEW |
| VYM | 58,337 | NEW |
| SPY | 58,156 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SP Plus Corp | -379 | -100.0% |
| INSE | -291 | -100.0% |
| CMT | -281 | -100.0% |
| ImmunoGen, Inc. | -271 | -100.0% |
| ATEN | -218 | -100.0% |
| PMVP | -213 | -100.0% |
| ASUR | -183 | -100.0% |
| EVC | -171 | -100.0% |
| EXTR | -129 | -32.9% |
| RNGR | -95 | -31.5% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|