13F holdings
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ portfolio
Managed by . 418 reported positions worth $18.1B as of 2026-03-31, filed with the SEC on 2026-04-22. Parsed from the filing itself, not a reseller.
$18.1B
Book value
418
Positions
30%
Top 10 weight
+24
New this quarter
-22
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 22 days old on 2026-04-22, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (24)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| PLD | PROLOGIS INC | $28.1M | 212,345 | 0.16% |
| WOR | WORTHINGTON ENTERPRISES INC | $23.8M | 456,925 | 0.13% |
| HWC | HANCOCK WHITNEY CORP | $23.1M | 362,810 | 0.13% |
| GNTX | GENTEX CORP | $22.3M | 1,019,037 | 0.12% |
| MC | MOELIS & CO - CLASS A | $21.7M | 380,720 | 0.12% |
| QXO | QXO INC | $14.3M | 737,718 | 0.08% |
| WAT | WATERS CORP | $12.0M | 40,174 | 0.07% |
| PVAL | Putnam ETF Trust Focused Lar Cap | $11.1M | 238,567 | 0.06% |
| VONE | VANGUARD RUSSELL 1000 | $7.5M | 25,498 | 0.04% |
| PRVA | PRIVIA HEALTH GROUP INC | $3.9M | 189,611 | 0.02% |
| VONV | VANGUARD RUSSELL 1000 VALUE | $1.7M | 18,114 | 0.01% |
| WTTR | SELECT WATER SOLUTIONS INC | $871,503 | 56,961 | 0.00% |
| QBTS | D-WAVE QUANTUM INC | $754,141 | 52,262 | 0.00% |
| MPC | Marathon Petroleum Corp | $635,356 | 2,602 | 0.00% |
| MUB | iShares National Muni Bond | $583,507 | 5,497 | 0.00% |
| GEL | GENESIS ENERGY L.P. | $583,362 | 32,718 | 0.00% |
| NGL | NGL ENERGY PARTNERS LP | $385,411 | 31,258 | 0.00% |
| JPST | JPMorgan Ultra-Short Income ETF | $273,294 | 5,400 | 0.00% |
| GD | General Dynamics Corporation | $249,521 | 727 | 0.00% |
| SJM | JM SMUCKER CO/THE | $243,415 | 2,524 | 0.00% |
| WM | Waste Management Inc | $221,747 | 965 | 0.00% |
| D | Dominion Energy Inc | $210,930 | 3,412 | 0.00% |
| TXT | TEXTRON INC | $208,743 | 2,384 | 0.00% |
| LHX | L3 Harris Technologies Inc | $204,674 | 593 | 0.00% |
Closed out (22)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CIEN | CIENA CORP | $29.0M | 123,893 | 0.00% |
| WBS | WEBSTER FINANCIAL CORP | $21.8M | 346,465 | 0.00% |
| SPSC | SPS COMMERCE INC | $20.1M | 226,016 | 0.00% |
| MEOH | METHANEX CORP | $1.4M | 35,815 | 0.00% |
| VG | VENTURE GLOBAL INC-CL A | $1.3M | 184,868 | 0.00% |
| GIS | GENERAL MILLS INC | $469,976 | 10,107 | 0.00% |
| CTSH | COGNIZANT TECH SOLUTIONS-A | $395,329 | 4,763 | 0.00% |
| GEN | GEN DIGITAL INC | $366,304 | 13,472 | 0.00% |
| GEHC | GE HEALTHCARE TECHNOLOGY | $343,582 | 4,189 | 0.00% |
| DKS | DICK'S SPORTING GOODS INC | $330,214 | 1,668 | 0.00% |
| AMP | AMERIPRISE FINANCIAL INC | $313,327 | 639 | 0.00% |
| PRI | Primerica Inc | $287,296 | 1,112 | 0.00% |
| WTS | Watts Water Technologies | $270,500 | 980 | 0.00% |
| JKHY | Henry Jack & Assoc Inc | $249,815 | 1,369 | 0.00% |
| FCN | FTI Consulting Inc | $239,333 | 1,401 | 0.00% |
| GOLF | Acushnet Holdings Corp Com | $233,873 | 2,930 | 0.00% |
| TTC | Toro Company | $220,731 | 2,804 | 0.00% |
| APH | Amphenol Corp | $209,062 | 1,547 | 0.00% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $204,000 | 1,200 | 0.00% |
| J | JACOBS SOLUTIONS INC | $203,723 | 1,538 | 0.00% |
| ORLY | O Reilly Automotive Inc | $201,118 | 2,205 | 0.00% |
| L | Loews Corp | $200,089 | 1,900 | 0.00% |
Added to (158)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $804.3M | 2,172,672 | 4.45% | +2% |
| NVDA | NVIDIA CORP | $477.9M | 2,740,047 | 2.64% | +3% |
| EXMOC | EXXON MOBIL CORP | $362.4M | 2,136,316 | 2.00% | +2% |
| IVV | ISHARES CORE S&P 500 ETF | $357.9M | 547,923 | 1.98% | +5% |
| PM | PHILIP MORRIS INTERNATIONAL | $255.7M | 1,546,551 | 1.41% | +1% |
| V | VISA INC-CLASS A SHARES | $253.1M | 837,287 | 1.40% | +2% |
| SCHW | SCHWAB (CHARLES) CORP | $238.8M | 2,541,412 | 1.32% | +1% |
| ORCL | ORACLE CORP | $185.1M | 1,258,247 | 1.02% | +1% |
| AVGO | BROADCOM INC | $179.5M | 580,017 | 0.99% | +33% |
| DE | DEERE & CO | $163.4M | 290,035 | 0.90% | +2% |
| CRM | SALESFORCE INC | $159.7M | 855,312 | 0.88% | +1% |
| BDX | BECTON DICKINSON AND CO | $154.4M | 981,876 | 0.85% | +3% |
| UNH | UNITEDHEALTH GROUP INC | $128.5M | 474,885 | 0.71% | +2% |
| CMCSA | COMCAST CORP-CLASS A | $118.0M | 4,111,230 | 0.65% | +2% |
| PG | PROCTER & GAMBLE CO/THE | $109.9M | 760,982 | 0.61% | +9% |
Trimmed (123)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $37.6M | 419,903 | 0.21% | -56% |
| BWA | BORGWARNER INC | $203,149 | 3,744 | 0.00% | -56% |
| RIO | RIO TINTO PLC-SPON ADR | $208,783 | 2,238 | 0.00% | -52% |
| TPR | TAPESTRY INC | $242,286 | 1,717 | 0.00% | -51% |
| VALE | VALE SA-SP ADR | $194,993 | 12,256 | 0.00% | -51% |
| PYPL | PayPal Holdings Inc | $207,199 | 4,581 | 0.00% | -51% |
| EAGG | ISHARES ESG AWARE US AGGREGA | $599,891 | 12,616 | 0.00% | -48% |
| ESE | ESCO TECHNOLOGIES INC | $22.0M | 78,285 | 0.12% | -44% |
| RNG | RINGCENTRAL INC-CLASS A | $28.4M | 763,428 | 0.16% | -42% |
| ZD | ZIFF DAVIS INC | $13.1M | 312,840 | 0.07% | -41% |
| CFG | CITIZENS FINANCIAL GROUP | $282,938 | 4,718 | 0.00% | -41% |
| SHEL | SHELL PLC-ADR | $269,793 | 2,901 | 0.00% | -40% |
| URI | UNITED RENTALS INC | $223,668 | 307 | 0.00% | -40% |
| JBL | JABIL INC | $318,224 | 1,198 | 0.00% | -39% |
| OII | OCEANEERING INTL INC | $18.7M | 526,034 | 0.10% | -39% |
The book
Largest 150 of 418 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $804.3M | 2,172,672 | 4.45% | — |
| GOOG | ALPHABET INC-CL C | $737.0M | 2,569,074 | 4.08% | — |
| CTAS | CINTAS CORP | $719.3M | 4,252,541 | 3.98% | — |
| AAPL | APPLE INC | $670.3M | 2,641,243 | 3.71% | — |
| META | META PLATFORMS INC-CLASS A | $525.8M | 919,047 | 2.91% | — |
| NVDA | NVIDIA CORP | $477.9M | 2,740,047 | 2.64% | — |
| AMZN | AMAZON.COM INC | $444.7M | 2,135,259 | 2.46% | — |
| EXMOC | EXXON MOBIL CORP | $362.4M | 2,136,316 | 2.00% | — |
| IVV | ISHARES CORE S&P 500 ETF | $357.9M | 547,923 | 1.98% | — |
| BAC | BANK OF AMERICA CORP | $282.3M | 5,790,164 | 1.56% | — |
| FITB | FIFTH THIRD BANCORP | $260.7M | 5,612,136 | 1.44% | — |
| JNJ | JOHNSON & JOHNSON | $260.2M | 1,064,304 | 1.44% | — |
| PM | PHILIP MORRIS INTERNATIONAL | $255.7M | 1,546,551 | 1.41% | — |
| V | VISA INC-CLASS A SHARES | $253.1M | 837,287 | 1.40% | — |
| SCHW | SCHWAB (CHARLES) CORP | $238.8M | 2,541,412 | 1.32% | — |
| CINF | CINCINNATI FINANCIAL CORP | $235.8M | 1,498,676 | 1.30% | — |
| MDT | MEDTRONIC PLC | $225.5M | 2,602,184 | 1.25% | — |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $220.8M | 653,469 | 1.22% | — |
| TXN | TEXAS INSTRUMENTS INC | $201.2M | 1,036,439 | 1.11% | — |
| ORCL | ORACLE CORP | $185.1M | 1,258,247 | 1.02% | — |
| AVGO | BROADCOM INC | $179.5M | 580,017 | 0.99% | — |
| DE | DEERE & CO | $163.4M | 290,035 | 0.90% | — |
| GS | GOLDMAN SACHS GROUP INC | $162.4M | 191,990 | 0.90% | — |
| CRM | SALESFORCE INC | $159.7M | 855,312 | 0.88% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.0M | 2,605,927 | 0.87% | — |
| BDX | BECTON DICKINSON AND CO | $154.4M | 981,876 | 0.85% | — |
| MKL | MARKEL GROUP INC | $152.7M | 79,800 | 0.84% | — |
| AMAT | APPLIED MATERIALS INC | $152.2M | 445,323 | 0.84% | — |
| BA | BOEING CO/THE | $150.3M | 755,092 | 0.83% | — |
| SIO | TOUCHSTONE STRTG IN ETF-IUSD | $146.4M | 5,712,970 | 0.81% | — |
| UNH | UNITEDHEALTH GROUP INC | $128.5M | 474,885 | 0.71% | — |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $128.3M | 267,701 | 0.71% | — |
| JLL | JONES LANG LASALLE INC | $123.2M | 404,872 | 0.68% | — |
| ABNB | AIRBNB INC-CLASS A | $121.6M | 962,886 | 0.67% | — |
| CMCSA | COMCAST CORP-CLASS A | $118.0M | 4,111,230 | 0.65% | — |
| SMMD | ISHARES RUSSELL 2500 ETF | $114.9M | 1,504,650 | 0.64% | — |
| PG | PROCTER & GAMBLE CO/THE | $109.9M | 760,982 | 0.61% | — |
| CVX | CHEVRON CORP | $106.0M | 512,189 | 0.59% | — |
| LPLA | LPL FINANCIAL HOLDINGS INC | $104.7M | 348,101 | 0.58% | — |
| DIS | WALT DISNEY CO/THE | $103.7M | 1,075,860 | 0.57% | — |
| IFF | INTL FLAVORS & FRAGRANCES | $103.6M | 1,427,599 | 0.57% | — |
| SSNC | SS&C TECHNOLOGIES HOLDINGS | $102.2M | 1,512,934 | 0.57% | — |
| SWK | STANLEY BLACK & DECKER INC | $101.8M | 1,432,504 | 0.56% | — |
| TSEC | TOUCHSTONE SECURITIZED INC | $100.6M | 3,900,413 | 0.56% | — |
| JPM | JPMORGAN CHASE & CO | $92.8M | 315,309 | 0.51% | — |
| CSCO | CISCO SYSTEMS INC | $88.0M | 1,133,743 | 0.49% | — |
| LVS | LAS VEGAS SANDS CORP | $84.8M | 1,574,544 | 0.47% | — |
| HCA | HCA HEALTHCARE INC | $82.0M | 173,193 | 0.45% | — |
| HD | HOME DEPOT INC | $81.1M | 246,600 | 0.45% | — |
| MNST | MONSTER BEVERAGE CORP | $80.3M | 1,108,817 | 0.44% | — |
| MRK | MERCK & CO. INC. | $79.4M | 659,851 | 0.44% | — |
| VZ | VERIZON COMMUNICATIONS INC | $78.9M | 1,572,692 | 0.44% | — |
| ADI | ANALOG DEVICES INC | $78.4M | 246,490 | 0.43% | — |
| AFG | AMERICAN FINANCIAL GROUP INC | $78.1M | 611,422 | 0.43% | — |
| KLAC | KLA CORP | $76.8M | 52,164 | 0.42% | — |
| FFBC | FIRST FINANCIAL BANCORP | $76.7M | 2,751,469 | 0.42% | — |
| USB | US BANCORP | $74.9M | 1,440,893 | 0.41% | — |
| NEE | NEXTERA ENERGY INC | $72.4M | 779,519 | 0.40% | — |
| RTX | RTX CORP | $72.3M | 374,599 | 0.40% | — |
| MCD | MCDONALD'S CORP | $72.1M | 232,144 | 0.40% | — |
| CAT | CATERPILLAR INC | $71.3M | 100,672 | 0.39% | — |
| IBM | INTL BUSINESS MACHINES CORP | $71.3M | 294,079 | 0.39% | — |
| T | AT&T INC | $71.2M | 2,454,967 | 0.39% | — |
| KMI | KINDER MORGAN INC | $68.0M | 2,029,519 | 0.38% | — |
| WDAY | WORKDAY INC-CLASS A | $67.2M | 517,349 | 0.37% | — |
| HUBB | HUBBELL INC | $66.5M | 135,540 | 0.37% | — |
| WFC | WELLS FARGO & CO | $66.4M | 833,579 | 0.37% | — |
| PEP | PEPSICO INC | $65.5M | 422,083 | 0.36% | — |
| BLK | BLACKROCK INC | $65.2M | 67,806 | 0.36% | — |
| LMT | LOCKHEED MARTIN CORP | $65.0M | 107,554 | 0.36% | — |
| QCOM | QUALCOMM INC | $64.3M | 499,232 | 0.36% | — |
| DUK | DUKE ENERGY CORP | $64.2M | 489,935 | 0.35% | — |
| ETR | ENTERGY CORP | $63.8M | 567,862 | 0.35% | — |
| AMT | AMERICAN TOWER CORP | $63.2M | 366,299 | 0.35% | — |
| SO | SOUTHERN CO/THE | $62.9M | 652,169 | 0.35% | — |
| VT | VANGUARD TOT WORLD STK ETF | $60.8M | 439,739 | 0.34% | — |
| TUSI | TOUCHSTONE ULTRA SHORT INCOM | $59.1M | 2,332,362 | 0.33% | — |
| LIN | LINDE PLC | $58.2M | 117,350 | 0.32% | — |
| MU | MICRON TECHNOLOGY INC | $57.5M | 170,106 | 0.32% | — |
| PFE | PFIZER INC | $57.3M | 2,042,039 | 0.32% | — |
| UNP | UNION PACIFIC CORP | $57.2M | 235,609 | 0.32% | — |
| NFLX | NETFLIX INC | $55.5M | 577,429 | 0.31% | — |
| UBER | UBER TECHNOLOGIES INC | $55.1M | 765,736 | 0.30% | — |
| MMM | 3M CO | $54.7M | 376,840 | 0.30% | — |
| C | CITIGROUP INC | $54.6M | 481,481 | 0.30% | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-U | $54.2M | 721,405 | 0.30% | — |
| CVS | CVS HEALTH CORP | $54.0M | 752,007 | 0.30% | — |
| YUM | YUM! BRANDS INC | $53.5M | 343,847 | 0.30% | — |
| RAMP | LIVERAMP HOLDINGS INC | $52.0M | 1,960,674 | 0.29% | — |
| SHW | SHERWIN-WILLIAMS CO/THE | $51.5M | 160,558 | 0.28% | — |
| ROP | ROPER TECHNOLOGIES INC | $50.1M | 141,584 | 0.28% | — |
| TFC | TRUIST FINANCIAL CORP | $49.6M | 1,079,513 | 0.27% | — |
| SYY | SYSCO CORP | $49.6M | 695,647 | 0.27% | — |
| KOF | COCA-COLA FEMSA SAB-SP ADR | $48.5M | 496,822 | 0.27% | — |
| VOO | Vanguard S&P 500 | $48.0M | 80,412 | 0.27% | — |
| LLY | ELI LILLY & CO | $48.0M | 52,225 | 0.27% | — |
| VTWO | VANGUARD RUSSELL 2000 ETF | $47.5M | 474,675 | 0.26% | — |
| VLO | VALERO ENERGY CORP | $47.5M | 192,430 | 0.26% | — |
| HAE | HAEMONETICS CORP/MASS | $47.4M | 841,017 | 0.26% | — |
| MS | MORGAN STANLEY | $46.8M | 284,255 | 0.26% | — |
| PSX | PHILLIPS 66 | $46.1M | 252,809 | 0.25% | — |
| PGNY | PROGYNY INC | $45.7M | 2,693,393 | 0.25% | — |
| ABBV | ABBVIE INC | $45.2M | 207,858 | 0.25% | — |
| LOPE | GRAND CANYON EDUCATION INC | $42.8M | 251,546 | 0.24% | — |
| TGT | TARGET CORP | $42.3M | 349,112 | 0.23% | — |
| FTDR | FRONTDOOR INC | $42.3M | 799,843 | 0.23% | — |
| APD | AIR PRODUCTS & CHEMICALS INC | $42.1M | 144,858 | 0.23% | — |
| ADP | AUTOMATIC DATA PROCESSING | $41.9M | 206,310 | 0.23% | — |
| IJH | ISHARES CORE S&P MIDCAP ETF | $41.8M | 618,364 | 0.23% | — |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $40.4M | 714,536 | 0.22% | — |
| OPCH | OPTION CARE HEALTH INC | $39.8M | 1,479,728 | 0.22% | — |
| AJG | ARTHUR J GALLAGHER & CO | $39.7M | 183,381 | 0.22% | — |
| LCF | TOUCHSTONE US LRG CAP | $39.2M | 1,000,005 | 0.22% | — |
| STZ | CONSTELLATION BRANDS INC-A | $39.0M | 260,122 | 0.22% | — |
| CARG | CARGURUS INC | $37.8M | 1,110,231 | 0.21% | — |
| SBUX | STARBUCKS CORP | $37.6M | 419,903 | 0.21% | — |
| MCHP | MICROCHIP TECHNOLOGY INC | $37.5M | 580,915 | 0.21% | — |
| CHH | CHOICE HOTELS INTL INC | $37.2M | 359,407 | 0.21% | — |
| TSPA | T Rowe Price ETF Inc US Equity Res | $36.9M | 902,637 | 0.20% | — |
| PFG | PRINCIPAL FINANCIAL GROUP | $36.8M | 408,534 | 0.20% | — |
| DVND | TOUCHSTONE DIVIDEND SELECT | $36.5M | 1,033,799 | 0.20% | — |
| LUV | SOUTHWEST AIRLINES CO | $36.4M | 969,797 | 0.20% | — |
| SPG | SIMON PROPERTY GROUP INC | $35.5M | 190,359 | 0.20% | — |
| DG | DOLLAR GENERAL CORP | $34.4M | 289,489 | 0.19% | — |
| IWO | ISHARES RUSSELL 2000 GROWTH | $33.6M | 106,920 | 0.19% | — |
| ONTO | ONTO INNOVATION INC | $33.5M | 163,525 | 0.19% | — |
| TDW | TIDEWATER INC | $33.5M | 400,420 | 0.19% | — |
| OMC | OMNICOM GROUP | $32.6M | 432,609 | 0.18% | — |
| AMGN | AMGEN INC | $32.4M | 92,090 | 0.18% | — |
| TROW | T ROWE PRICE GROUP INC | $32.0M | 355,274 | 0.18% | — |
| PAYX | PAYCHEX INC | $31.6M | 343,109 | 0.17% | — |
| ITT | ITT INC | $31.4M | 165,061 | 0.17% | — |
| LRN | STRIDE INC | $31.3M | 354,968 | 0.17% | — |
| SSB | SOUTHSTATE BANK CORP | $31.2M | 337,045 | 0.17% | — |
| GMED | GLOBUS MEDICAL INC - A | $30.7M | 356,811 | 0.17% | — |
| ACN | ACCENTURE PLC-CL A | $30.4M | 153,083 | 0.17% | — |
| FNB | FNB CORP | $30.3M | 1,815,190 | 0.17% | — |
| BKNG | BOOKING HOLDINGS INC | $30.3M | 7,186 | 0.17% | — |
| ABCB | AMERIS BANCORP | $30.0M | 384,699 | 0.17% | — |
| IWF | ISHARES RUSSELL 1000 GROWTH | $29.9M | 70,121 | 0.17% | — |
| RRX | REGAL REXNORD CORP | $29.8M | 159,115 | 0.16% | — |
| KLIC | KULICKE & SOFFA INDUSTRIES | $29.7M | 451,386 | 0.16% | — |
| AUB | ATLANTIC UNION BANKSHARES CO | $29.6M | 829,469 | 0.16% | — |
| WAY | WAYSTAR HOLDING CORP | $29.6M | 1,228,420 | 0.16% | — |
| CDP | COPT DEFENSE PROPERTIES | $29.6M | 966,850 | 0.16% | — |
| AVB | AVALONBAY COMMUNITIES INC | $29.5M | 180,783 | 0.16% | — |
| ADC | AGREE REALTY CORP | $29.4M | 390,636 | 0.16% | — |
| FSS | FEDERAL SIGNAL CORP | $29.2M | 270,471 | 0.16% | — |
| STAG | STAG INDUSTRIAL INC | $29.1M | 808,007 | 0.16% | — |
| MMSI | MERIT MEDICAL SYSTEMS INC | $29.0M | 420,873 | 0.16% | — |
This table is the 150 largest positions by value, out of 418 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (CIK 1009016, accession 0001193125-26-168369). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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