HBM — HUDBAY MINERALS INC
As of Q2 2026, 36 SEC-registered investment managers reported holding HBM (HUDBAY MINERALS INC) in their latest 13F filings, with a combined reported value of $2.12B across 90.95M shares. That is +7.3% by share count (+6.20M shares) versus the previous quarter, while reported value moved +19.7%. Ownership is concentrated: the five largest holders account for 60.7% of reported value and the top ten for 81.9%.
Compared with the prior quarter, 4 opened new positions, 22 added to existing stakes, 9 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HBM is classified in the Materials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 28.30M | $668.34M | 0.48% | Reduce |
| Morgan Stanley history | 7.57M | $178.64M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 7.46M | $176.17M | 0.01% | Add |
| Norges Bank Investment Management history | 5.73M | $135.19M | 0.01% | Add |
| Wellington Management Group history | 5.53M | $130.56M | 0.02% | Add |
| Invesco Ltd history | 5.06M | $119.58M | 0.01% | Reduce |
| Bank of America Corp history | 4.08M | $96.34M | 0.01% | Add |
| Manulife Financial history | 3.88M | $91.58M | 0.07% | Add |
| Goldman Sachs Group history | 3.39M | $80.12M | 0.01% | Add |
| JPMorgan Chase & Co history | 2.59M | $61.43M | 0.01% | New |
| Millennium Management history | 2.04M | $48.19M | 0.02% | Reduce |
| Renaissance Technologies history | 1.33M | $31.43M | 0.04% | Reduce |
| Temasek Holdings history | 1.27M | $29.87M | 0.08% | Add |
| Amundi US history | 1.24M | $29.22M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.12M | $26.47M | 0.00% | Reduce |
| AQR Capital Management history | 1.11M | $26.14M | 0.01% | Add |
| UBS Group AG history | 945.56K | $22.32M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 873.76K | $20.63M | 0.03% | Add |
| BNY Mellon history | 820.71K | $19.38M | 0.00% | Add |
| Point72 Asset Management history | 805.72K | $19.02M | 0.02% | Add |
| Legal & General Investment Management America history | 671.22K | $15.84M | 0.00% | Add |
| BlackRock Inc history | 576.68K | $13.62M | 0.00% | Hold |
| CPP Investments history | 576.70K | $13.60M | 0.01% | New |
| Geode Capital Management history | 520.74K | $12.47M | 0.00% | Add |
| Two Sigma Investments history | 467.04K | $11.03M | 0.01% | Add |
| Bridgewater Associates history | 359.92K | $8.50M | 0.04% | Reduce |
| D. E. Shaw & Co history | 348.90K | $8.23M | 0.00% | Reduce |
| Marshall Wace history | 319.20K | $7.54M | 0.01% | New |
| Citadel Advisors history | 316.73K | $7.48M | 0.00% | Reduce |
| Franklin Resources history | 253.10K | $5.97M | 0.00% | Add |
| Citigroup Inc history | 202.44K | $4.78M | 0.00% | Add |
| Lazard Asset Management history | 66.47K | $1.57M | 0.00% | Reduce |
| Deutsche Bank AG history | 40.47K | $955.45K | 0.00% | Add |
| PSP Investments history | 27.50K | $648.65K | 0.00% | Add |
| Wells Fargo & Co history | 1.09K | $25.71K | 0.00% | Add |
| T. Rowe Price Associates history | 1.04M | $24.52K | 0.00% | New |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 30.61M | $640.92M | 0.50% | Reduce |
| Morgan Stanley history | 6.82M | $142.59M | 0.01% | Reduce |
| Arrowstreet Capital history | 6.75M | $141.13M | 0.08% | Reduce |
| Fidelity Management & Research (FMR) history | 6.62M | $138.55M | 0.01% | Reduce |
| Invesco Ltd history | 6.37M | $133.04M | 0.02% | Reduce |
| Millennium Management history | 5.05M | $105.48M | 0.05% | Add |
| Manulife Financial history | 2.42M | $50.70M | 0.04% | Add |
| Bank of America Corp history | 1.88M | $39.37M | 0.00% | Add |
| D. E. Shaw & Co history | 1.82M | $38.06M | 0.03% | Reduce |
| Renaissance Technologies history | 1.76M | $36.69M | 0.06% | Reduce |
| Goldman Sachs Group history | 1.59M | $33.18M | 0.00% | Add |
| Citadel Advisors history | 1.43M | $29.79M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.32M | $27.57M | 0.00% | Reduce |
| Janus Henderson Group history | 1.24M | $26.00M | 0.01% | New |
| Temasek Holdings history | 1.14M | $23.77M | 0.08% | Add |
| Amundi US history | 1.08M | $22.54M | 0.01% | Add |
| UBS Group AG history | 810.61K | $16.94M | 0.00% | Add |
| BNY Mellon history | 795.16K | $16.62M | 0.00% | Reduce |
| Wellington Management Group history | 763.28K | $15.95M | 0.00% | New |
| CDPQ (Caisse de Depot) history | 750.26K | $15.66M | 0.03% | Reduce |
| Bridgewater Associates history | 619.38K | $12.94M | 0.06% | Add |
| BlackRock Inc history | 576.08K | $12.04M | 0.00% | Add |
| Point72 Asset Management history | 553.29K | $11.56M | 0.02% | Reduce |
| Moore Capital Management history | 406.47K | $8.50M | 0.17% | Reduce |
| Legal & General Investment Management America history | 402.44K | $8.40M | 0.00% | Add |
| Geode Capital Management history | 287.58K | $6.14M | 0.00% | Add |
| Balyasny Asset Management history | 290.62K | $6.07M | 0.01% | New |
| Franklin Resources history | 227.92K | $4.77M | 0.00% | Reduce |
| Lazard Asset Management history | 87.01K | $1.82M | 0.00% | Reduce |
| Two Sigma Investments history | 81.60K | $1.71M | 0.00% | Reduce |
| Maverick Capital history | 59.04K | $1.23M | 0.01% | New |
| AQR Capital Management history | 52.08K | $1.05M | 0.00% | New |
| Citigroup Inc history | 49.89K | $1.04M | 0.00% | Reduce |
| Deutsche Bank AG history | 37.94K | $792.86K | 0.00% | Add |
| PSP Investments history | 24.39K | $510.89K | 0.00% | Add |
| Wells Fargo & Co history | 911 | $19.05K | 0.00% | Reduce |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 33.14M | $658.01M | 0.49% | Add |
| Vanguard Group history | 15.84M | $314.53M | 0.01% | Reduce |
| Arrowstreet Capital history | 9.46M | $187.74M | 0.11% | Add |
| Invesco Ltd history | 9.40M | $186.50M | 0.03% | Reduce |
| Morgan Stanley history | 7.53M | $149.44M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 7.09M | $140.74M | 0.01% | Add |
| Norges Bank Investment Management history | 5.30M | $105.32M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.16M | $62.64M | 0.01% | Reduce |
| D. E. Shaw & Co history | 2.41M | $47.78M | 0.03% | Reduce |
| Renaissance Technologies history | 2.19M | $43.51M | 0.07% | Reduce |
| Manulife Financial history | 2.09M | $41.55M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.45M | $28.82M | 0.00% | Add |
| Bank of America Corp history | 1.23M | $24.38M | 0.00% | Reduce |
| Millennium Management history | 1.20M | $23.90M | 0.01% | Reduce |
| Point72 Asset Management history | 1.03M | $20.36M | 0.02% | New |
| BNY Mellon history | 971.76K | $19.29M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 941.62K | $18.72M | 0.03% | New |
| Goldman Sachs Group history | 924.10K | $18.34M | 0.00% | Reduce |
| Temasek Holdings history | 800.53K | $15.89M | 0.05% | Hold |
| UBS Group AG history | 799.86K | $15.88M | 0.00% | Add |
| Moore Capital Management history | 782.10K | $15.53M | 0.23% | Reduce |
| Citadel Advisors history | 694.63K | $13.79M | 0.00% | Reduce |
| Citigroup Inc history | 653.38K | $12.99M | 0.01% | Reduce |
| Franklin Resources history | 615.68K | $12.22M | 0.00% | Add |
| BlackRock Inc history | 546.40K | $10.85M | 0.00% | Reduce |
| Amundi US history | 400.00K | $7.94M | 0.00% | Reduce |
| Legal & General Investment Management America history | 386.83K | $7.69M | 0.00% | Reduce |
| Geode Capital Management history | 267.94K | $5.43M | 0.00% | Add |
| Lazard Asset Management history | 168.43K | $3.34M | 0.01% | Reduce |
| Bridgewater Associates history | 144.35K | $2.87M | 0.01% | Reduce |
| Two Sigma Investments history | 118.44K | $2.35M | 0.00% | Reduce |
| CPP Investments history | 52.00K | $1.03M | 0.00% | Reduce |
| Deutsche Bank AG history | 35.56K | $705.97K | 0.00% | Reduce |
| PSP Investments history | 22.98K | $456.34K | 0.00% | New |
| Wells Fargo & Co history | 5.85K | $116.24K | 0.00% | Add |
| T. Rowe Price Associates history | 879.90K | $17.47K | 0.00% | New |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 16.20M | $245.35M | 0.00% | Add |
| Invesco Ltd history | 11.39M | $172.69M | 0.03% | Hold |
| Fidelity International (FIL) history | 10.97M | $166.22M | 0.13% | New |
| Arrowstreet Capital history | 8.16M | $123.74M | 0.08% | New |
| Morgan Stanley history | 7.74M | $117.31M | 0.01% | Add |
| Renaissance Technologies history | 3.95M | $59.91M | 0.08% | Reduce |
| JPMorgan Chase & Co history | 3.86M | $58.54M | 0.01% | Reduce |
| Goldman Sachs Group history | 3.80M | $57.66M | 0.01% | Reduce |
| D. E. Shaw & Co history | 3.62M | $54.79M | 0.03% | Add |
| Manulife Financial history | 3.32M | $50.34M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 2.96M | $44.89M | 0.00% | Add |
| Bank of America Corp history | 1.85M | $28.05M | 0.00% | Reduce |
| Millennium Management history | 1.61M | $24.37M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.34M | $20.34M | 0.00% | Add |
| Moore Capital Management history | 1.29M | $19.48M | 0.27% | New |
| BNY Mellon history | 1.27M | $19.18M | 0.00% | Reduce |
| Temasek Holdings history | 800.53K | $12.14M | 0.04% | Reduce |
| Citadel Advisors history | 765.30K | $11.60M | 0.00% | Reduce |
| CPP Investments history | 745.30K | $11.29M | 0.01% | Reduce |
| Lazard Asset Management history | 727.18K | $11.01M | 0.01% | New |
| Citigroup Inc history | 672.57K | $10.19M | 0.01% | Add |
| BlackRock Inc history | 655.38K | $9.94M | 0.00% | Reduce |
| UBS Group AG history | 635.09K | $9.63M | 0.00% | Reduce |
| Amundi US history | 479.36K | $7.50M | 0.00% | Add |
| Legal & General Investment Management America history | 395.18K | $5.99M | 0.00% | Reduce |
| Franklin Resources history | 300.49K | $4.55M | 0.00% | Reduce |
| Two Sigma Investments history | 261.70K | $3.97M | 0.01% | Add |
| Geode Capital Management history | 233.59K | $3.55M | 0.00% | Add |
| Balyasny Asset Management history | 177.06K | $2.68M | 0.00% | Reduce |
| Bridgewater Associates history | 158.21K | $2.40M | 0.01% | Reduce |
| Deutsche Bank AG history | 40.37K | $612.05K | 0.00% | Add |
| Wells Fargo & Co history | 2.10K | $31.87K | 0.00% | Reduce |
Q2 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 15.82M | $167.92M | 0.00% | Add |
| Invesco Ltd history | 11.34M | $120.36M | 0.02% | Add |
| Goldman Sachs Group history | 6.33M | $67.21M | 0.01% | Reduce |
| Morgan Stanley history | 6.24M | $66.25M | 0.00% | Add |
| Norges Bank Investment Management history | 5.66M | $60.05M | 0.01% | Reduce |
| Millennium Management history | 4.91M | $52.12M | 0.03% | Reduce |
| Renaissance Technologies history | 4.23M | $44.84M | 0.06% | Add |
| JPMorgan Chase & Co history | 4.20M | $44.57M | 0.01% | Add |
| Bank of America Corp history | 3.19M | $33.90M | 0.00% | Add |
| Temasek Holdings history | 1.97M | $20.93M | 0.08% | Reduce |
| BNY Mellon history | 1.88M | $19.91M | 0.00% | New |
| Citadel Advisors history | 1.25M | $13.28M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.21M | $12.80M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.02M | $10.80M | 0.00% | Reduce |
| CPP Investments history | 921.30K | $9.78M | 0.01% | Reduce |
| Franklin Resources history | 833.16K | $8.84M | 0.00% | Add |
| Balyasny Asset Management history | 811.07K | $8.61M | 0.01% | Add |
| UBS Group AG history | 783.96K | $8.32M | 0.00% | Add |
| BlackRock Inc history | 662.11K | $7.02M | 0.00% | Add |
| Marshall Wace history | 647.84K | $6.87M | 0.01% | New |
| Manulife Financial history | 619.73K | $6.54M | 0.01% | Reduce |
| Legal & General Investment Management America history | 416.44K | $4.41M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 332.94K | $3.53M | 0.00% | Reduce |
| Amundi US history | 301.38K | $3.30M | 0.00% | Add |
| Geode Capital Management history | 221.69K | $2.36M | 0.00% | Add |
| Bridgewater Associates history | 164.40K | $1.74M | 0.01% | Reduce |
| Point72 Asset Management history | 104.01K | $1.10M | 0.00% | New |
| Citigroup Inc history | 54.03K | $572.16K | 0.00% | Add |
| Deutsche Bank AG history | 36.94K | $391.88K | 0.00% | Add |
| Two Sigma Investments history | 28.32K | $300.45K | 0.00% | Reduce |
| Prudential Financial history | 23.00K | $243.57K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.46K | $26.05K | 0.00% | Add |
Q1 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 15.40M | $116.74M | 0.00% | Add |
| Invesco Ltd history | 10.44M | $79.25M | 0.01% | Reduce |
| Goldman Sachs Group history | 7.28M | $55.26M | 0.01% | Add |
| Millennium Management history | 6.12M | $46.41M | 0.03% | Add |
| Morgan Stanley history | 5.19M | $39.38M | 0.00% | Reduce |
| Renaissance Technologies history | 2.63M | $19.93M | 0.03% | Add |
| Citadel Advisors history | 2.58M | $19.59M | 0.00% | Add |
| Bank of America Corp history | 2.55M | $19.34M | 0.00% | Add |
| Temasek Holdings history | 2.03M | $15.41M | 0.06% | Add |
| JPMorgan Chase & Co history | 1.50M | $11.36M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.04M | $7.89M | 0.00% | Reduce |
| CPP Investments history | 1.04M | $7.87M | 0.01% | Reduce |
| Franklin Resources history | 772.22K | $5.86M | 0.00% | Add |
| Manulife Financial history | 658.96K | $5.02M | 0.01% | Reduce |
| BlackRock Inc history | 655.02K | $4.97M | 0.00% | Add |
| Bridgewater Associates history | 630.79K | $4.78M | 0.02% | Reduce |
| D. E. Shaw & Co history | 612.10K | $4.64M | 0.00% | Reduce |
| Janus Henderson Group history | 400.53K | $3.08M | 0.00% | New |
| Legal & General Investment Management America history | 403.81K | $3.06M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 345.12K | $2.62M | 0.00% | Reduce |
| UBS Group AG history | 320.27K | $2.43M | 0.00% | Reduce |
| Two Sigma Investments history | 227.72K | $1.73M | 0.00% | Reduce |
| Geode Capital Management history | 206.45K | $1.58M | 0.00% | Add |
| Prudential Financial history | 38.40K | $291.07K | 0.00% | Reduce |
| Balyasny Asset Management history | 38.23K | $289.93K | 0.00% | Reduce |
| Deutsche Bank AG history | 31.41K | $238.43K | 0.00% | Add |
| Citigroup Inc history | 15.88K | $120.34K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.83K | $13.88K | 0.00% | Hold |
| Amundi US history | 489 | $3.48K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.59M sh · $61.43M
- CPP Investments 576.70K sh · $13.60M
- Marshall Wace 319.20K sh · $7.54M
- T. Rowe Price Associates 1.04M sh · $24.52K
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 6.75M sh · $141.13M
- Janus Henderson Group sold 1.24M sh · $26.00M
- Moore Capital Management sold 406.47K sh · $8.50M
- Balyasny Asset Management sold 290.62K sh · $6.07M
- Maverick Capital sold 59.04K sh · $1.23M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity International (FIL) | 28.30M | 30.61M | 33.14M | 10.97M | — | — | — | 1.63M | 7.43M | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 7.57M | 6.82M | 7.53M | 7.74M | 6.24M | 5.19M | 6.61M | 10.88M | 6.89M | 5.58M | 2.37M | 3.14M | 3.98M | 4.12M | 3.54M | 573.57K | 1.26M | 1.43M | 594.83K | 1.05M |
| Fidelity Management & Research (FMR) | 7.46M | 6.62M | 7.09M | 2.96M | 332.94K | 345.12K | 354.83K | 354.39K | 351.77K | 375.80K | 388.52K | 402.85K | 412.14K | 358.59K | — | — | — | — | — | — |
| Norges Bank Investment Management | 5.73M | — | 5.30M | — | 5.66M | — | 6.20M | — | 5.32M | — | 975.02K | — | — | — | 975.02K | — | — | — | — | — |
| Wellington Management Group | 5.53M | 763.28K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 5.06M | 6.37M | 9.40M | 11.39M | 11.34M | 10.44M | 11.82M | 11.50M | 11.68M | 9.43M | 8.45M | 7.00M | 4.37M | 5.51M | 4.85M | 5.58M | 3.94M | 2.97M | 1.73M | 525.14K |
| Bank of America Corp | 4.08M | 1.88M | 1.23M | 1.85M | 3.19M | 2.55M | 2.41M | 652.34K | 361.07K | 227.89K | 255.86K | 1.67M | 1.02M | 1.31M | 615.06K | 201.22K | 356.55K | 800.20K | 893.75K | 669.68K |
| Manulife Financial | 3.88M | 2.42M | 2.09M | 3.32M | 619.73K | 658.96K | 1.50M | 1.35M | 1.23M | 926.69K | 897.29K | 891.96K | 914.25K | 411.22K | 392.23K | 373.02K | 373.28K | 416.58K | 468.76K | 491.89K |
| Goldman Sachs Group | 3.39M | 1.59M | 924.10K | 3.80M | 6.33M | 7.28M | 2.98M | 872.77K | 3.73M | 2.89M | 2.33M | 2.15M | 1.54M | 1.79M | 526.47K | 174.19K | 353.86K | 343.22K | 347.11K | 383.96K |
| JPMorgan Chase & Co | 2.59M | — | 3.16M | 3.86M | 4.20M | 1.50M | 1.35M | 479.30K | 1.53M | 498.98K | 288.80K | 338.35K | 506.43K | 501.54K | 275.95K | 45.01K | 149.60K | 145.70K | 3.43K | 391.82K |
| Millennium Management | 2.04M | 5.05M | 1.20M | 1.61M | 4.91M | 6.12M | 1.53M | 4.19M | 1.18M | 4.15M | 5.63M | 4.89M | 6.85M | 3.82M | 2.77M | 503.43K | 1.53M | 2.83M | 2.37M | — |
| Renaissance Technologies | 1.33M | 1.76M | 2.19M | 3.95M | 4.23M | 2.63M | 2.28M | 2.04M | 1.50M | 1.13M | 1.22M | 1.69M | 2.19M | 2.16M | 2.13M | 3.10M | 3.27M | 3.22M | 3.24M | 3.28M |
| Temasek Holdings | 1.27M | 1.14M | 800.53K | 800.53K | 1.97M | 2.03M | 1.92M | 1.80M | 1.28M | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | 1.24M | 1.08M | 400.00K | 479.36K | 301.38K | 489 | 382 | — | — | — | 884.17K | 1.14M | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 1.12M | 1.32M | 1.45M | 1.34M | 1.02M | 1.04M | 1.08M | 1.13M | 1.20M | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 1.11M | 52.08K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 945.56K | 810.61K | 799.86K | 635.09K | 783.96K | 320.27K | 1.13M | 125.85K | 130.54K | 125.02K | 96.09K | 72.89K | 58 | 314.11K | 311.00K | 36.13K | 80.00K | 124.69K | 21.50K | 2.00K |
| CDPQ (Caisse de Depot) | 873.76K | 750.26K | 941.62K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 820.71K | 795.16K | 971.76K | 1.27M | 1.88M | — | — | — | 15.61K | 15.61K | 14.55K | 14.32K | 12.92K | 10.57K | 40.55K | 38.73K | 58.46K | 75.82K | 61.13K | 258.00K |
| Point72 Asset Management | 805.72K | 553.29K | 1.03M | — | 104.01K | — | — | — | 38.10K | 16.90K | 51.80K | — | — | — | 297 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details