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Whalewisdom has at least 95 13F filings, 4 13D filings, and 8 13G filings Their last reported 13F filing for Q2 2023 included $5,389,198,749 in managed 13F securities and a top 10 holdings concentration of 62.5%. Appaloosa's largest holding is NVIDIA Corp. with shares held of 1,020,000. Summary.Deep Track Capital is based out of Greenwich. Deep Track Capital is a hedge fund with 3 clients and discretionary assets under management (AUM) of $3,697,988,948 (Form ADV from 2023-03-31). Their last reported 13F filing for Q2 2023 included $2,160,261,525 in managed 13F securities and a top 10 holdings concentration of 51.11%. Point72 Asset Management is a hedge fund with 18 clients and discretionary assets under management (AUM) of $139,912,052,624 (Form ADV from 2023-06-30). Their last reported 13F filing for Q2 2023 included $33,625,957,667 in managed 13F securities and a top 10 holdings concentration of 13.71%. Point72 Asset Management's largest holding is …Millennium Management is a hedge fund with 14 clients and discretionary assets under management (AUM) of $390,617,153,000 (Form ADV from 2023-04-21). Their last reported 13F filing for Q2 2023 included $202,791,980,270 in managed 13F securities and a top 10 holdings concentration of 26.11%. Millennium Management's largest holding is SPDR S&P ...13D/G filings are generally submitted within 10 days by anyone who acquires ownership of more than 5% of any class of publicly traded securities. 13D filings usually indicate 'activist' investor activity where the person(s) involved seek to influence management. 13G filings are typically passive investments.Morgan Stanley is based out of New York. Morgan Stanley is a large advisory firm with 1017 clients and discretionary assets under management (AUM) of $137,372,048,773 (Form ADV from 2023-05-16). Their last reported 13F filing for Q2 2023 included $1,014,632,922,647 in managed 13F securities and a top 10 holdings concentration of 17.99%. WhaleWisdom.com offers access to the entire 13F database going back as far as the first quarter of 2001! Three different tiered subscription models are available for accessing historical 13f filing data: Standard, Pro and Enterprise .Avoro Capital Advisors is a hedge fund with 3 clients and discretionary assets under management (AUM) of $7,777,370,092 (Form ADV from 2023-03-10). Their last reported 13F filing for Q2 2023 included $7,371,201,102 in managed 13F securities and a top 10 holdings concentration of 69.13%. Avoro Capital Advisors's largest holding is Apellis ...WhaleWisdom Pricing. WhaleWisdom offers a Free subscription tier that gives you access to 13F data for the past two years. You can use most of the platform’s backtesting and reporting tools, but you are limited to analyzing five funds at a time for most reports. WhaleWisdom’s Standard pricing tier costs $90 per quarter or $300 per year.Cormorant Asset Management is a hedge fund with 12 clients and discretionary assets under management (AUM) of $3,117,053,633 (Form ADV from 2023-03-31). Their last reported 13F filing for Q2 2023 included $1,785,149,209 in managed 13F securities and a top 10 holdings concentration of 60.02%. Cormorant Asset Management's largest holding …WhaleWisdom was founded in 2008 with the belief that there is significant insight to be gained from the "whales" of the stock market. Hedge funds with the best and brightest talent focused on outperforming the market; corporate insiders, those with intimate knowledge of their company outsiders cannot possibly access; Activist investors trying to unlock …234 1ST STREET, SAN FRANCISCO, CA, 94105. (855) 456-7634. sofi.com. SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. It offers student loans, personal loans for debt consolidation and home improvement projects.Mainsail Financial Group is based out of Bellevue. Mainsail Financial Group is a large advisory firm with 305 clients and discretionary assets under management (AUM) of $112,468,772 (Form ADV from 2023-05-23). Their last reported 13F filing for Q2 2023 included $106,713,139 in managed 13F securities and a top 10 holdings concentration of …Vanguard Group is a large advisory firm with 208 clients and discretionary assets under management (AUM) of $6,649,219,111,273 (Form ADV from 2023-06-21). Their last reported 13F filing for Q2 2023 included $4,217,440,406,083 in managed 13F securities and a top 10 holdings concentration of 22.86%. Vanguard Group's largest holding is Apple Inc ... Elevate your investments. Try it for free. WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Hedge Fund Whale Backtesting and search tools.Only stocks that are held by at least 5% of the portfolio's being sampled are considered for the heat map. These attributes are compared to the attributes calculated for the prior quarter and the percent change is determined. From there the following algorithm is used to determine the final score: TFI% - TFD% + R% + TOP10% + TF%.WhaleWisdom shares the concern raised by SEC Commissioner Lee that the proposal “would eliminate access to information about discretionary accounts managed by more than 4,500 institutional investment managers representing approximately $2.3 trillion in assets.” 2 While the Whalewisdom is a financial data analytics platformAltimeter Capital Management is based out of Bo Renaissance Technologies is a hedge fund with 14 clients and discretionary assets under management (AUM) of $106,026,795,439 (Form ADV from 2023-05-01). Their last reported 13F filing for Q2 2023 included $69,385,942,000 in managed 13F securities and a top 10 holdings concentration of 11.91%. Renaissance Technologies's largest holding is Novo ... WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Hedge Fund Whale Backtesting and search tools Jul 31, 2023 · Taken from NPORT-P filing for 2023-07-31 Total As View WhaleWisdom (www.whalewisdom.com) location in California, United States , revenue, industry and description. Find related and similar companies as well as employees by title and much more.Create Email Alert. Bank OF NEW York Mellon Corp is based out of New York. Their last reported 13F filing for Q2 2023 included $476,394,975,638 in managed 13F securities and a top 10 holdings concentration of 21.16%. Bank OF NEW York Mellon Corp's largest holding is Apple Inc with shares held of 126,751,976. Gotham Asset Management is a hedge fund with 57 clients and discreti

Whalewisdom has at least 96 13F filings, and 17 13G filings Their last reported 13F filing for Q2 2023 included $10,122,901,182 in managed 13F securities and a top 10 holdings concentration of 80.1%. Gardner Russo & Quinn's largest holding is Berkshire Hathaway Inc Class A with shares held of 2,530. Summary. Holdings.Build Trading Strategies. Run backtests to test your trading strategies and find consensus stock picks among managers. Quickly identify managers that make good candidates to follow or track stocks attracting more interest from hedge funds. Subscribe to WhaleWisdom for access to advanced tools and research.Apr 22, 2021 · WhaleWisdom Pricing. WhaleWisdom offers a Free subscription tier that gives you access to 13F data for the past two years. You can use most of the platform’s backtesting and reporting tools, but you are limited to analyzing five funds at a time for most reports. WhaleWisdom’s Standard pricing tier costs $90 per quarter or $300 per year. Durable Capital Partners is a hedge fund with 5 clients and discretionary assets under management (AUM) of $13,662,036,190 (Form ADV from 2023-06-12). Their last reported 13F filing for Q2 2023 included $11,394,845,428 in managed 13F securities and a top 10 holdings concentration of 47.13%. Durable Capital Partners's largest holding is Roper ...Whalewisdom has at least 99 13F filings, 266 13D filings, 185 13G filings, and 24 Form 4 filings Their last reported 13F filing for Q2 2023 included $6,824,967,914 in managed 13F securities and a top 10 holdings concentration of 64.07%. Third Point's largest holding is PG&E Corp. (Pacific Gas & Electric) with shares held of 54,000,000.

13F Statistics for 06/30/2023. Largest % increase in shares held. Filer Name. City. State. Stocks Held. Largest Holding. PAULSON & COMPANY . INC.1,541,000. 410 TERRY AVENUE NORTH, SEATTLE, WA 98109. 2062661000. amazon.com. Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions in North America and internationally. It operates through three segments: North America, International, and Amazon Web Services. The company also manufactures and sells electronic ... Nellore Capital Management is based out of Redwood City. Nellore Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $473,421,231 (Form ADV from 2023-03-31). Their last reported 13F filing for Q2 2023 included $534,415,961 in managed 13F securities and a top 10 holdings ……

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Only stocks that are held by at least 5%. Possible cause: What is WhaleWisdom? WhaleWisdom was founded in 2008 with the belief that ther.