Location
Levis, A8
Holdings as of
9/30/2017
Date filed
8/30/2024
Form type
13F-HR
Num holdings
2,087
Total value ($000)
$6,318,258
Net value change ($000)
+207,477 (3.4%)
New positions
114
Sold out positions
178
Turnover %
2.5%
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 2017
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)
RYDEX ETF TRUST 57,391 NEW
TD 26,324 12.1%
RY 20,343 8.0%
iSHARES TRUST 18,250 NEW
BNS 15,118 8.0%
SLF 14,076 15.6%
CM 13,933 32.6%
MFC 12,065 8.9%
IVV 11,362 4.6%
SU 10,675 17.9%
Top Reduces (Value $000, Stocks/ETFs)
EFA -93,413 -87.6%
IEFA -59,920 -79.5%
IDOG -13,535 -91.8%
MET -12,017 -53.5%
EEM -11,161 -42.7%
HEDJ -9,631 -21.6%
CTXS -9,572 -99.0%
Unilever PLC -9,242 -65.1%
STATOIL ASA -6,823 -99.6%
UHS -6,527 -98.3%
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