13F holdings
NATIXIS ADVISORS, LLC portfolio
Managed by . 1,684 reported positions worth $71.9B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$71.9B
Book value
1,684
Positions
24%
Top 10 weight
+175
New this quarter
-79
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 43 days old on 2026-05-13, 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 (175)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $258.9M | 1,312,499 | 0.36% |
| QGEN | QIAGEN NV | $44.4M | 1,108,199 | 0.06% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $23.4M | 358,861 | 0.03% |
| OC | OWENS CORNING NEW | $8.7M | 80,803 | 0.01% |
| ACHC | ACADIA HEALTHCARE COMPANY INC | $7.7M | 330,570 | 0.01% |
| RVTY | REVVITY INC | $7.3M | 83,734 | 0.01% |
| IOT | SAMSARA INC | $6.2M | 195,692 | 0.01% |
| XMMO | INVESCO EXCHANGE TRADED FD T | $5.0M | 34,586 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $4.5M | 58,595 | 0.01% |
| KRMN | KARMAN HLDGS INC | $4.1M | 51,298 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $3.9M | 45,691 | 0.01% |
| PLAB | PHOTRONICS INC | $3.9M | 95,666 | 0.01% |
| DOCN | DIGITALOCEAN HLDGS INC | $3.4M | 39,948 | 0.00% |
| FBND | FIDELITY MERRIMACK STR TR | $3.2M | 70,475 | 0.00% |
| IEI | ISHARES TR | $3.2M | 27,020 | 0.00% |
| LQD | ISHARES TR | $2.9M | 26,484 | 0.00% |
| NBIS | NEBIUS GROUP N.V. | $2.8M | 27,260 | 0.00% |
| FIVE | FIVE BELOW INC | $2.8M | 12,207 | 0.00% |
| GLOB | GLOBANT S A | $2.5M | 54,464 | 0.00% |
| ITA | ISHARES TR | $2.4M | 10,771 | 0.00% |
| ONTO | ONTO INNOVATION INC | $2.3M | 11,228 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $2.3M | 18,922 | 0.00% |
| LRN | STRIDE INC | $2.3M | 25,901 | 0.00% |
| HBM | HUDBAY MINERALS INC | $2.2M | 106,295 | 0.00% |
| AMCR | AMCOR PLC | $2.2M | 55,366 | 0.00% |
Closed out (79)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $188.8M | 2,053,511 | 0.00% |
| QGEN | QIAGEN NV COM SHS | $63.5M | 1,411,746 | 0.00% |
| FICO | FAIR ISAAC CORP | $25.7M | 15,184 | 0.00% |
| PVH | PVH CORPORATION | $8.1M | 120,690 | 0.00% |
| WERN | WERNER ENTERPRISES INC | $6.4M | 212,281 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $5.8M | 17,110 | 0.00% |
| ICLR | ICON PLC SHS | $5.0M | 27,264 | 0.00% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION | $4.7M | 19,351 | 0.00% |
| MNDY | MONDAY COM LTD SHS | $4.6M | 31,361 | 0.00% |
| CADE | CADENCE BANK | $4.1M | 90,520 | 0.00% |
| BF/B | BROWN FORMAN CORP | $3.9M | 148,424 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $3.5M | 36,254 | 0.00% |
| RDDT | REDDIT INC | $2.5M | 10,722 | 0.00% |
| AMCR | AMCOR PLC ORD | $2.3M | 273,484 | 0.00% |
| MBB | ISHARES | $2.3M | 23,927 | 0.00% |
| FTC | FIRST TR EXCHANGE-TRADED | $1.8M | 11,319 | 0.00% |
| CMA | COMERICA INC | $1.7M | 19,429 | 0.00% |
| EOSE | EOS ENERGY ENTERPRISES INC | $1.7M | 144,586 | 0.00% |
| ALV | AUTOLIV INC | $1.4M | 11,939 | 0.00% |
| OLED | UNIVERSAL DISPLAY CORP | $1.4M | 11,837 | 0.00% |
| ORA | ORMAT TECHNOLOGIES INC | $1.3M | 12,063 | 0.00% |
| TFX | TELEFLEX INCORPORATED | $1.3M | 10,569 | 0.00% |
| NICE | NICE LTD | $1.2M | 11,058 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $1.2M | 24,422 | 0.00% |
| ALK | ALASKA AIR GROUP INC | $1.1M | 22,422 | 0.00% |
Added to (1028)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $3.3B | 19,145,177 | 4.64% | +10% |
| AAPL | APPLE INC | $2.8B | 10,842,181 | 3.83% | +8% |
| GOOGL | ALPHABET | $1.7B | 6,014,301 | 2.41% | +3% |
| AVGO | BROADCOM INC | $1.2B | 3,956,797 | 1.70% | +1% |
| GOOG | ALPHABET | $1.1B | 3,978,240 | 1.59% | +6% |
| META | META PLATFORMS INC | $1.1B | 1,990,246 | 1.58% | +7% |
| VOO | VANGUARD BD | $1.1B | 1,904,963 | 1.58% | +81% |
| SCZ | ISHARES | $996.3M | 12,706,169 | 1.39% | +14% |
| V | VISA INC | $750.3M | 2,482,513 | 1.04% | +4% |
| EXMOC | EXXON MOBIL CORP | $746.2M | 4,398,416 | 1.04% | +7% |
| LLY | LILLY ELI and CO | $718.1M | 780,730 | 1.00% | +7% |
| SPYM | SPDR SERIES TRUST STATE STREET SPD | $522.6M | 6,827,654 | 0.73% | +111% |
| LIN | LINDE PLC SHS | $512.6M | 1,033,949 | 0.71% | +42% |
| NFLX | NETFLIX.COM INC | $498.3M | 5,182,125 | 0.69% | +4% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $469.6M | 979,988 | 0.65% | +10% |
Trimmed (412)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CPNG | COUPANG INC | $867,000 | 45,938 | 0.00% | -93% |
| KHC | KRAFT HEINZ CO | $1.4M | 60,221 | 0.00% | -93% |
| SDA | SEALED AIR COR | $1.8M | 42,540 | 0.00% | -93% |
| GIL | GILDAN ACTIVEWEAR INC | $1.5M | 27,659 | 0.00% | -93% |
| HPQ | HP INC | $1.7M | 86,643 | 0.00% | -91% |
| ZION | ZIONS BANCORPORATION N A | $2.4M | 41,333 | 0.00% | -90% |
| RCI | ROGERS COMMUNICATIONS | $1.5M | 40,147 | 0.00% | -86% |
| CPB | THE CAMPBELLS COMPANY | $533,000 | 23,943 | 0.00% | -86% |
| SNDR | SCHNEIDER NATIONAL INC | $929,000 | 35,225 | 0.00% | -85% |
| RXO | RXO INC | $421,000 | 28,818 | 0.00% | -85% |
| CCC | CCC INTELLIGENT SOLUTIONS HLD | $1.1M | 177,245 | 0.00% | -82% |
| HRI | HERC HLDGS INC | $1.3M | 13,439 | 0.00% | -82% |
| EXE | EXPAND ENERGY CORPORATION | $7.6M | 68,951 | 0.01% | -81% |
| PINS | PINTEREST INC | $641,000 | 34,978 | 0.00% | -78% |
| LYB | LYONDELLBASELL INDUSTRIES N V | $3.8M | 47,194 | 0.01% | -77% |
The book
Largest 150 of 1,684 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $3.3B | 19,145,177 | 4.64% | — |
| AAPL | APPLE INC | $2.8B | 10,842,181 | 3.83% | — |
| MSFT | MICROSOFT CORP | $2.1B | 5,772,393 | 2.97% | — |
| AMZN | AMAZON | $1.9B | 9,031,292 | 2.62% | — |
| GOOGL | ALPHABET | $1.7B | 6,014,301 | 2.41% | — |
| AVGO | BROADCOM INC | $1.2B | 3,956,797 | 1.70% | — |
| GOOG | ALPHABET | $1.1B | 3,978,240 | 1.59% | — |
| META | META PLATFORMS INC | $1.1B | 1,990,246 | 1.58% | — |
| VOO | VANGUARD BD | $1.1B | 1,904,963 | 1.58% | — |
| SCZ | ISHARES | $996.3M | 12,706,169 | 1.39% | — |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $787.5M | 2,330,099 | 1.10% | — |
| V | VISA INC | $750.3M | 2,482,513 | 1.04% | — |
| EXMOC | EXXON MOBIL CORP | $746.2M | 4,398,416 | 1.04% | — |
| LLY | LILLY ELI and CO | $718.1M | 780,730 | 1.00% | — |
| TSLA | TESLA INC | $660.9M | 1,777,683 | 0.92% | — |
| JPM | JPMORGAN CHASE and CO | $626.1M | 2,128,446 | 0.87% | — |
| SPYM | SPDR SERIES TRUST STATE STREET SPD | $522.6M | 6,827,654 | 0.73% | — |
| LIN | LINDE PLC SHS | $512.6M | 1,033,949 | 0.71% | — |
| NFLX | NETFLIX.COM INC | $498.3M | 5,182,125 | 0.69% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $469.6M | 979,988 | 0.65% | — |
| JNJ | JOHNSON and JOHNSON | $426.3M | 1,744,076 | 0.59% | — |
| APH | AMPHENOL CORP | $385.3M | 3,049,174 | 0.54% | — |
| DFIS | DIMENSIONAL ETF | $383.3M | 11,385,428 | 0.53% | — |
| BA | BOEING CO | $360.7M | 1,812,291 | 0.50% | — |
| IJR | ISHARES | $358.1M | 2,880,600 | 0.50% | — |
| MRK | MERCK and CO INC | $357.3M | 2,970,290 | 0.50% | — |
| CVX | CHEVRON CORP | $350.8M | 1,695,603 | 0.49% | — |
| ADI | ANALOG DEVICES INC | $344.0M | 1,081,179 | 0.48% | — |
| ROST | ROSS STORES INC | $342.9M | 1,582,863 | 0.48% | — |
| NVS | NOVARTIS AG | $341.6M | 2,236,156 | 0.48% | — |
| GE | GE AEROSPACE | $335.9M | 1,183,855 | 0.47% | — |
| WMT | WALMART INC | $331.7M | 2,669,021 | 0.46% | — |
| BAC | BANK AMERICA CORP | $330.9M | 6,787,791 | 0.46% | — |
| MA | MASTERCARD INCORPORATED | $330.7M | 661,839 | 0.46% | — |
| ICE | INTERCONTINENTAL EXCHANGE INC | $327.9M | 2,084,910 | 0.46% | — |
| MCD | MCDONALDS CORP | $325.2M | 1,046,267 | 0.45% | — |
| KO | COCA COLA CO | $321.1M | 4,221,612 | 0.45% | — |
| EFA | ISHARES | $320.2M | 3,296,398 | 0.45% | — |
| ORCL | ORACLE CORP | $315.8M | 2,146,493 | 0.44% | — |
| ETN | EATON CORP PLC SHS | $308.1M | 861,293 | 0.43% | — |
| MU | MICRON TECHNOLOGY INC | $301.8M | 893,251 | 0.42% | — |
| HD | HOME DEPOT INC | $297.4M | 904,355 | 0.41% | — |
| CSCO | CISCO SYS INC | $296.4M | 3,820,700 | 0.41% | — |
| VTWO | VANGUARD SCOTTSDALE FDS | $292.1M | 2,916,172 | 0.41% | — |
| RTX | RTX CORPORATION | $291.4M | 1,510,622 | 0.41% | — |
| VO | VANGUARD BD | $289.5M | 4,033,067 | 0.40% | — |
| AMAT | APPLIED MATLS INC | $288.0M | 842,748 | 0.40% | — |
| PG | PROCTER and GAMBLE CO | $287.6M | 1,990,995 | 0.40% | — |
| ABBV | ABBVIE INC | $285.6M | 1,313,168 | 0.40% | — |
| IWR | ISHARES | $283.5M | 2,915,275 | 0.39% | — |
| COST | COSTCO WHSL | $278.7M | 279,675 | 0.39% | — |
| GEV | GE VERNOVA INC | $277.0M | 317,335 | 0.39% | — |
| KLAC | KLA CORP | $276.4M | 187,716 | 0.38% | — |
| WFC | WELLS FARGO and CO | $274.4M | 3,447,322 | 0.38% | — |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $274.1M | 207,521 | 0.38% | — |
| IWD | ISHARES | $272.6M | 1,275,624 | 0.38% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $270.4M | 550,207 | 0.38% | — |
| CB | CHUBB LIMITED | $267.2M | 819,819 | 0.37% | — |
| VSS | VANGUARD INTL | $264.8M | 1,815,974 | 0.37% | — |
| AMD | ADVANCED MICRO DEVICES INC | $262.2M | 1,288,724 | 0.36% | — |
| COP | CONOCOPHILLIPS | $260.8M | 1,975,403 | 0.36% | — |
| AZN | ASTRAZENECA PLC | $258.9M | 1,312,499 | 0.36% | — |
| TJX | TJX COS INC | $247.4M | 1,549,287 | 0.34% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $247.4M | 554,024 | 0.34% | — |
| BTI | BRITISH AMERN TOB PLC | $242.4M | 4,145,804 | 0.34% | — |
| SCHW | SCHWAB CHARLES CORP | $242.3M | 2,578,543 | 0.34% | — |
| CAT | CATERPILLAR INC | $241.7M | 341,212 | 0.34% | — |
| MDT | MEDTRONIC PLC SHS | $237.8M | 2,744,828 | 0.33% | — |
| ISRG | INTUITIVE SURGICAL INC | $233.6M | 506,804 | 0.32% | — |
| TTE | TOTALENERGIES SE ACT | $232.4M | 2,554,956 | 0.32% | — |
| IEFA | ISHARES | $227.2M | 2,509,338 | 0.32% | — |
| PM | PHILIP MORRIS INTL INC | $225.8M | 1,365,763 | 0.31% | — |
| DE | DEERE & CO | $224.1M | 397,773 | 0.31% | — |
| ACGL | ARCH CAP GROUP LTD ORD | $223.8M | 2,331,537 | 0.31% | — |
| SHOP | SHOPIFY INC | $223.6M | 1,884,639 | 0.31% | — |
| GS | GOLDMAN SACHS GROUP INC | $219.1M | 258,978 | 0.30% | — |
| ANET | ARISTA NETWORKS INC | $218.3M | 1,777,792 | 0.30% | — |
| C | CITIGROUP INC | $209.2M | 1,844,597 | 0.29% | — |
| IUSG | ISHARES | $208.8M | 1,346,436 | 0.29% | — |
| LRCX | LAM RESEARCH CORP | $207.6M | 971,451 | 0.29% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $201.6M | 1,378,433 | 0.28% | — |
| PGR | PROGRESSIVE CORP | $193.9M | 978,270 | 0.27% | — |
| BCS | BARCLAYS PLC | $192.8M | 9,111,400 | 0.27% | — |
| NGG | NATIONAL GRID PLC | $191.8M | 2,267,465 | 0.27% | — |
| NWG | NATWEST GROUP PLC | $191.0M | 12,816,444 | 0.27% | — |
| ABT | ABBOTT LABS | $178.4M | 1,737,956 | 0.25% | — |
| TXN | TEXAS INSTRS INC | $178.1M | 917,597 | 0.25% | — |
| DIS | THE WALT DISNEY CO | $176.0M | 1,825,744 | 0.24% | — |
| WM | WASTE MGMT INC DEL | $175.3M | 762,676 | 0.24% | — |
| MS | MORGAN STANLEY | $174.8M | 1,062,098 | 0.24% | — |
| HONGBP | HONEYWELL INTL INC | $172.9M | 764,968 | 0.24% | — |
| CBRE | CBRE GROUP INC | $172.0M | 1,269,563 | 0.24% | — |
| UNH | UNITEDHEALTH GROUP INC | $167.3M | 618,220 | 0.23% | — |
| WELL | WELLTOWER INC | $166.8M | 843,869 | 0.23% | — |
| CRM | SALESFORCE.COM INC | $165.6M | 887,306 | 0.23% | — |
| LOW | LOWES COS INC | $165.6M | 700,704 | 0.23% | — |
| RIO | RIO TINTO PLC | $163.2M | 1,748,965 | 0.23% | — |
| UBS | UBS GROUP AG SHS | $161.2M | 4,127,014 | 0.22% | — |
| MCK | MCKESSON CORP | $158.5M | 183,104 | 0.22% | — |
| NEE | NEXTERA ENERGY INC | $156.9M | 1,688,835 | 0.22% | — |
| MNST | MONSTER BEVERAGE CORPORATION | $154.1M | 2,127,207 | 0.21% | — |
| E | ENI S P A | $154.1M | 2,722,757 | 0.21% | — |
| AME | AMETEK INC | $153.8M | 717,573 | 0.21% | — |
| HWM | HOWMET AEROSPACE INC | $153.1M | 664,372 | 0.21% | — |
| PEP | PEPSICO INC | $152.8M | 984,024 | 0.21% | — |
| NOW | SERVICENOW INC | $152.4M | 1,457,968 | 0.21% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $152.0M | 1,646,867 | 0.21% | — |
| PH | PARKER-HANNIFIN CORP | $150.9M | 168,566 | 0.21% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $150.5M | 620,861 | 0.21% | — |
| UNP | UNION PAC CORP | $149.3M | 615,517 | 0.21% | — |
| MRSH | MARSH & MCLENNAN COS INC | $147.4M | 849,616 | 0.20% | — |
| BLK | BLACKROCK INC | $144.9M | 150,697 | 0.20% | — |
| VZ | VERIZON COMMUNICATIONS INC | $144.3M | 2,873,775 | 0.20% | — |
| AXP | AMERICAN EXPRESS CO | $142.8M | 471,944 | 0.20% | — |
| SBUX | STARBUCKS CORP | $141.0M | 1,573,706 | 0.20% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $140.4M | 461,837 | 0.20% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $140.1M | 231,580 | 0.19% | — |
| AMGN | AMGEN INC | $137.9M | 392,002 | 0.19% | — |
| DHR | DANAHER CORPORATION | $135.4M | 713,902 | 0.19% | — |
| INTC | INTEL CORP | $135.1M | 3,062,286 | 0.19% | — |
| PLD | PROLOGIS INC. | $134.1M | 1,014,239 | 0.19% | — |
| PCAR | PACCAR INC | $133.6M | 1,157,006 | 0.19% | — |
| GILD | GILEAD SCIENCES INC | $132.7M | 951,907 | 0.18% | — |
| QCOM | QUALCOMM INC | $131.5M | 1,021,109 | 0.18% | — |
| TD | TORONTO DOMINION BK ONT | $130.9M | 1,402,354 | 0.18% | — |
| MFG | MIZUHO FINANCIAL GROUP INC | $130.4M | 16,426,693 | 0.18% | — |
| MAR | MARRIOTT INTL INC | $128.1M | 391,693 | 0.18% | — |
| DUK | DUKE ENERGY CORP | $125.8M | 960,771 | 0.17% | — |
| SPGI | S&P GLOBAL INC | $125.2M | 294,419 | 0.17% | — |
| TT | TRANE TECHNOLOGIES PLC SHS | $124.0M | 297,614 | 0.17% | — |
| PANW | PALO ALTO NETWORKS INC | $123.2M | 768,583 | 0.17% | — |
| MCO | MOODYS CORP | $118.7M | 272,202 | 0.17% | — |
| ADSK | AUTODESK INC | $118.1M | 493,307 | 0.16% | — |
| ODFL | OLD DOMINION FREIGHT LINE INC | $117.7M | 602,462 | 0.16% | — |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI | $117.2M | 5,412,225 | 0.16% | — |
| BSX | BOSTON SCIENTIFIC CORP | $117.2M | 1,868,044 | 0.16% | — |
| SNPS | SYNOPSYS INC | $116.7M | 294,393 | 0.16% | — |
| WMB | WILLIAMS COS INC | $115.8M | 1,591,070 | 0.16% | — |
| BRO | BROWN & BROWN INC | $115.4M | 1,769,749 | 0.16% | — |
| WDC | WESTERN DIGITAL CORP | $114.7M | 423,953 | 0.16% | — |
| CSL | CARLISLE CO INC | $112.6M | 337,605 | 0.16% | — |
| D | DOMINION ENERGY INC | $110.7M | 1,791,169 | 0.15% | — |
| SO | SOUTHERN CO | $110.7M | 1,146,471 | 0.15% | — |
| URI | UNITED RENTALS INC | $110.6M | 151,800 | 0.15% | — |
| AON | AON PLC SHS | $110.4M | 341,937 | 0.15% | — |
| ING | ING GROEP N.V. | $107.7M | 4,134,295 | 0.15% | — |
| ECL | ECOLAB INC | $107.7M | 404,839 | 0.15% | — |
| LH | LABCORP HOLDINGS INC | $107.0M | 401,176 | 0.15% | — |
| SONY | SONY GROUP CORP | $105.8M | 5,112,547 | 0.15% | — |
| HDB | HDFC BANK LTD | $105.3M | 4,230,951 | 0.15% | — |
This table is the 150 largest positions by value, out of 1,684 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 NATIXIS ADVISORS, LLC (CIK 1018331, accession 0001018331-26-000004). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
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.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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