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Q4 2020 seasonComplete

95 filed · 3 no filing

As of
Dec 31, 2020
Due
Feb 14, 2021
Filed
95 of 98
Moves
6232 · prev 5671
Stocks moved by 2+
826 · prev 738
Amendments
2

Filings95 of 98 filed

EgertonJohn ArmitageAug 3$17.7B341 amend.89
OaktreeHoward MarksMar 3$4.7B591 amend.621
Abrams BisonGavin AbramsFeb 16$886M1110
AltimeterBrad GerstnerFeb 16$10.8B2986
AppaloosaDavid TepperFeb 16$6.7B45163
AtlanticAlex RoepersFeb 16$299M1031
AtreidesGavin BakerFeb 16$1.5B36158
BerkshireGreg AbelFeb 16$269.9B4705
CoatuePhilippe LaffontFeb 16$26.7B761714
CoopermanLeon CoopermanFeb 16$1.4B4683
D1Daniel SundheimFeb 16$21.2B521714
DorseyPat DorseyFeb 16$764M902
DuquesneStanley DruckenmillerFeb 16$3.7B542024
DurableHenry EllenbogenFeb 16$11.2B5366
EngagedGlenn WellingFeb 16$1.2B923
FairholmeBruce BerkowitzFeb 16$1.2B2092
GivernyFrançois RochonFeb 16$1.3B5301
GreenbergGlenn GreenbergFeb 16$2.7B2201
GreenleaJosh TarasoffFeb 16$267M912
GreenlightDavid EinhornFeb 16$1.6B351010

Shared moves826 stocks moved by 2+ managers

DASHDoorDash, Inc. Class A12 managers+12.03 ppCoatue+4.67 pp
ABNBAirbnb, Inc. Class A6 managers+2.72 ppDurable+1.44 pp
GOOGLAlphabet Inc. Class A6 managers+15.38 ppGreenlea+8.67 pp
XYZBlock, Inc.6 managers+0.74 ppDurable+0.44 pp
VTRSViatris Inc.6 managers+2.92 ppPzena+1.51 pp
FISVFiserv, Inc.5 managers+3.08 ppCauseway+1.39 pp
 View all 146 moves →

Where the managers disagree380 names

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C20+26.34 pp28-22.95 pp+3.39 pp
METAMeta Platforms, Inc. Class A12+27.09 pp25-48.51 pp-21.42 pp
MSFTMicrosoft Corp15+11.06 pp16-16.23 pp-5.17 pp
BABAAlibaba Group Holding Limited12+20.14 pp11-27.16 pp-7.02 pp
DISThe Walt Disney Company10+22.01 pp11-13.17 pp+8.84 pp
AMZNAmazon.Com Inc7+6.29 pp14-19.03 pp-12.74 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.6+3.06 pp14-23.83 pp-20.77 pp
VVISA Inc.8+6.30 pp9-6.66 pp-0.36 pp
JPMJPMorgan Chase & Co.6+3.21 pp11-3.33 pp-0.12 pp
WFCWells Fargo & Co.10+8.13 pp6-2.12 pp+6.01 pp

Most widely heldtop 50 of 2169 · 95 filed

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C57 managers4.6%23.5%
METAMeta Platforms, Inc. Class A45 managers3.3%24.3%
MSFTMicrosoft Corp44 managers3.5%15.9%
AMZNAmazon.Com Inc38 managers1.8%9.6%
VVISA Inc.35 managers2.5%15.9%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.32 managers2.8%43.7%
DISThe Walt Disney Company27 managers2.7%14.3%
BACBank of America Corporation24 managers1.7%55.8%
MAMastercard Incorporated24 managers1.4%22.4%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)24 managers1.7%8.1%
 View all 2169 →

Across the managers311 first held · 164 no longer held

DASHDoorDash, Inc. Class A12 managers4.7%
ABNBAirbnb, Inc. Class A6 managers1.4%
VTRSViatris Inc.6 managers1.5%
CNXCConcentrix Corporation4 managers10.4%
EQTEqt Corp4 managers0.4%
OZONOzon Holdings PLC4 managers0.1%
SEERSeer, Inc. Class A4 managers4.5%
unresolvedYatsen Holding Ltd ADR4 managers0.3%
unresolvedAltimeter Growth Corp4 managers0.3%
unresolvedDragoneer Growth Oppty Corp4 managers0.2%

Streaks ended39 streaks of 20+ ended

  1. Ariel · CHL 30+ quarters
  2. Ariel · PRCP 30+ quarters
  3. Baillie · Td Ameritrade Holding Corp 30+ quarters
  4. Baron · CRM 30+ quarters
  5. Berkshire · MTB 30+ quarters
  6. Davis · GS 30+ quarters
  7. Dodge & Cox · Unilever N V -ny Shares 30+ quarters
  8. First Eagle · MLM 30+ quarters
  9. Oakmark · LYV 30+ quarters
  10. Oakmark · NOV 30+ quarters
  11. Miller · LEN 30+ quarters
  12. PAR · CHDN 30+ quarters
  13. PAR · BYD 30+ quarters
  14. Pzena · PH 30+ quarters
  15. Pzena · OMC 30+ quarters
  16. Pzena · NSIT 30+ quarters
  17. Pzena · CMA 30+ quarters
  18. Baillie · AXP 29 quarters
  19. Baillie · VAR 29 quarters
  20. First Eagle · HALO 28 quarters
  21. Baillie · DNOW 26 quarters
  22. Brandes · JOE 26 quarters
  23. Jensen · MDT 26 quarters
  24. Brandes · AVAL 25 quarters
  25. Ariel · AXTI 24 quarters
  26. Baron · CMD 24 quarters
  27. Oaktree · CCS 24 quarters
  28. Cooperman · MVC 23 quarters
  29. FPA · ORCL 23 quarters
  30. FPA · WDC 23 quarters
  31. FPA · AAN 23 quarters
  32. FPA · 99803EUR 23 quarters
  33. Markel · Aon PLC 22 quarters
  34. First Eagle · VAR 21 quarters
  35. FPA · NBL 21 quarters
  36. Oakmark · BIDU 21 quarters
  37. Abrams · BEN 20 quarters
  38. Davis · HPQ 20 quarters
  39. Matrix · EFG 20 quarters
  40. Baillie · KEX 19 quarters
  41. Davis · XLNX 19 quarters
  42. FPA · American Intl Group Inc 19 quarters
  43. Coatue · LBRDK 18 quarters
  44. Southeastern · FWONA 18 quarters
  45. ValueAct · AFIIQ 18 quarters
  46. Fairfax · NTES 17 quarters
  47. Greenhaven · Td Ameritrade Holding Corp 17 quarters
  48. ARK · TWTR 16 quarters
  49. Baillie · AIY 16 quarters
  50. Brandes · ACH 16 quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 30 quarters up to the prior season.