IBCP — INDEPENDENT BK CORP MICH
As of Q2 2026, 33 SEC-registered investment managers reported holding IBCP (INDEPENDENT BK CORP MICH) in their latest 13F filings, with a combined reported value of $301.43M across 8.40M shares. That is +2.0% by share count (+166.22K shares) versus the previous quarter, while reported value moved +10.4%. Ownership is concentrated: the five largest holders account for 62.9% of reported value and the top ten for 81.6%.
Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 11 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IBCP is classified in the Financials 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.98M | $107.67M | 0.00% | Add |
| Charles Schwab Investment Management history | 697.72K | $25.17M | 0.00% | Add |
| Renaissance Technologies history | 617.50K | $22.27M | 0.03% | Add |
| Geode Capital Management history | 537.68K | $19.40M | 0.00% | Add |
| Goldman Sachs Group history | 415.99K | $15.00M | 0.00% | Reduce |
| Manulife Financial history | 380.32K | $13.72M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 344.12K | $12.40M | 0.00% | New |
| Two Sigma Investments history | 318.64K | $11.49M | 0.01% | Reduce |
| Principal Global Investors history | 273.13K | $9.85M | 0.01% | Reduce |
| Morgan Stanley history | 252.47K | $9.11M | 0.00% | Add |
| Northern Trust Corp history | 219.28K | $7.91M | 0.00% | Add |
| Citadel Advisors history | 211.16K | $7.62M | 0.00% | Add |
| Arrowstreet Capital history | 202.72K | $7.31M | 0.00% | Add |
| AQR Capital Management history | 178.96K | $6.45M | 0.00% | Add |
| BNY Mellon history | 149.54K | $5.39M | 0.00% | Add |
| UBS Group AG history | 98.85K | $3.57M | 0.00% | Add |
| Bank of America Corp history | 76.23K | $2.75M | 0.00% | Reduce |
| Point72 Asset Management history | 70.41K | $2.54M | 0.00% | Reduce |
| Franklin Resources history | 68.03K | $2.45M | 0.00% | Add |
| Millennium Management history | 61.33K | $2.21M | 0.00% | Reduce |
| Prudential Financial history | 32.53K | $1.17M | 0.00% | New |
| Invesco Ltd history | 30.46K | $1.10M | 0.00% | Reduce |
| D. E. Shaw & Co history | 27.70K | $999.10K | 0.00% | New |
| Citigroup Inc history | 23.12K | $833.90K | 0.00% | Add |
| Deutsche Bank AG history | 21.07K | $759.96K | 0.00% | Add |
| Legal & General Investment Management America history | 17.01K | $613.55K | 0.00% | Reduce |
| Wells Fargo & Co history | 16.81K | $606.30K | 0.00% | Add |
| CPP Investments history | 9.60K | $346.27K | 0.00% | Hold |
| Balyasny Asset Management history | 6.74K | $243.18K | 0.00% | New |
| Amundi US history | 5.65K | $203.83K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.16K | $186.06K | 0.00% | Reduce |
| PNC Financial Services history | 1.97K | $71.13K | 0.00% | Add |
| T. Rowe Price Associates history | 46.79K | $1.69K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.89M | $96.34M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 623.03K | $20.75M | 0.00% | Add |
| Renaissance Technologies history | 582.29K | $19.39M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 566.15K | $18.85M | 0.00% | Reduce |
| Goldman Sachs Group history | 543.15K | $18.09M | 0.00% | Add |
| Geode Capital Management history | 503.43K | $16.77M | 0.00% | Add |
| Manulife Financial history | 383.03K | $12.76M | 0.01% | Reduce |
| Two Sigma Investments history | 350.37K | $11.67M | 0.01% | Add |
| Principal Global Investors history | 294.57K | $9.81M | 0.01% | Reduce |
| Northern Trust Corp history | 199.81K | $6.65M | 0.00% | Add |
| Morgan Stanley history | 186.08K | $6.20M | 0.00% | Add |
| Arrowstreet Capital history | 181.51K | $6.04M | 0.00% | Add |
| BNY Mellon history | 147.41K | $4.91M | 0.00% | Reduce |
| AQR Capital Management history | 135.74K | $4.52M | 0.00% | Add |
| Point72 Asset Management history | 99.16K | $3.30M | 0.00% | Add |
| Bank of America Corp history | 91.11K | $3.03M | 0.00% | Add |
| Millennium Management history | 88.25K | $2.94M | 0.00% | Reduce |
| Citadel Advisors history | 86.36K | $2.88M | 0.00% | Add |
| Franklin Resources history | 65.90K | $2.19M | 0.00% | Add |
| UBS Group AG history | 50.10K | $1.67M | 0.00% | Add |
| Invesco Ltd history | 31.51K | $1.05M | 0.00% | Reduce |
| Deutsche Bank AG history | 18.80K | $626.17K | 0.00% | Add |
| Legal & General Investment Management America history | 18.25K | $607.56K | 0.00% | Reduce |
| Citigroup Inc history | 15.91K | $529.80K | 0.00% | Add |
| CPP Investments history | 9.60K | $319.68K | 0.00% | Hold |
| Janus Henderson Group history | 9.28K | $309.14K | 0.00% | Hold |
| Amundi US history | 8.49K | $282.72K | 0.00% | New |
| Marshall Wace history | 7.64K | $254.44K | 0.00% | New |
| Wells Fargo & Co history | 7.55K | $251.43K | 0.00% | Reduce |
| PNC Financial Services history | 1.27K | $42.26K | 0.00% | Add |
| T. Rowe Price Associates history | 38.57K | $1.28K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.96M | $96.27M | 0.00% | Reduce |
| Vanguard Group history | 1.34M | $43.57M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 942.44K | $30.66M | 0.00% | Reduce |
| Renaissance Technologies history | 585.70K | $19.05M | 0.03% | Reduce |
| Geode Capital Management history | 496.98K | $16.17M | 0.00% | Reduce |
| Manulife Financial history | 386.81K | $12.58M | 0.01% | Reduce |
| Goldman Sachs Group history | 377.89K | $12.29M | 0.00% | Add |
| JPMorgan Chase & Co history | 317.60K | $10.33M | 0.00% | Reduce |
| Principal Global Investors history | 304.20K | $9.90M | 0.01% | Hold |
| Northern Trust Corp history | 193.95K | $6.31M | 0.00% | Reduce |
| Morgan Stanley history | 180.79K | $5.88M | 0.00% | Add |
| Two Sigma Investments history | 180.20K | $5.86M | 0.01% | Add |
| Charles Schwab Investment Management history | 171.45K | $5.58M | 0.00% | Hold |
| BNY Mellon history | 159.98K | $5.20M | 0.00% | Reduce |
| Arrowstreet Capital history | 150.93K | $4.91M | 0.00% | Add |
| AQR Capital Management history | 126.27K | $4.11M | 0.00% | Reduce |
| Millennium Management history | 96.81K | $3.15M | 0.00% | Reduce |
| Point72 Asset Management history | 94.82K | $3.08M | 0.00% | New |
| Citadel Advisors history | 64.97K | $2.11M | 0.00% | New |
| Bank of America Corp history | 60.48K | $1.97M | 0.00% | Reduce |
| Franklin Resources history | 37.79K | $1.23M | 0.00% | Add |
| Invesco Ltd history | 32.33K | $1.05M | 0.00% | Reduce |
| Balyasny Asset Management history | 29.23K | $950.95K | 0.00% | New |
| UBS Group AG history | 27.31K | $888.26K | 0.00% | Reduce |
| Legal & General Investment Management America history | 22.61K | $735.40K | 0.00% | Hold |
| Wells Fargo & Co history | 22.40K | $728.75K | 0.00% | Add |
| D. E. Shaw & Co history | 20.95K | $681.34K | 0.00% | Hold |
| Deutsche Bank AG history | 18.11K | $589.25K | 0.00% | Hold |
| Citigroup Inc history | 12.78K | $415.80K | 0.00% | Add |
| CPP Investments history | 9.60K | $312.29K | 0.00% | New |
| Janus Henderson Group history | 9.28K | $301.67K | 0.00% | Hold |
| PNC Financial Services history | 699 | $22.74K | 0.00% | Add |
| T. Rowe Price Associates history | 34.04K | $1.11K | 0.00% | Add |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.00M | $93.06M | 0.00% | Reduce |
| Vanguard Group history | 1.33M | $41.15M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 965.80K | $29.92M | 0.00% | Reduce |
| Renaissance Technologies history | 600.30K | $18.59M | 0.03% | Reduce |
| Geode Capital Management history | 505.65K | $15.67M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 445.91K | $13.81M | 0.00% | Add |
| Manulife Financial history | 391.10K | $12.11M | 0.01% | Reduce |
| Millennium Management history | 389.22K | $12.06M | 0.01% | Add |
| Principal Global Investors history | 305.46K | $9.46M | 0.01% | Add |
| Goldman Sachs Group history | 301.08K | $9.33M | 0.00% | Add |
| Northern Trust Corp history | 210.92K | $6.53M | 0.00% | Hold |
| Charles Schwab Investment Management history | 171.55K | $5.31M | 0.00% | Add |
| AQR Capital Management history | 169.92K | $5.26M | 0.00% | Add |
| BNY Mellon history | 165.22K | $5.12M | 0.00% | Reduce |
| Morgan Stanley history | 156.77K | $4.86M | 0.00% | Reduce |
| Two Sigma Investments history | 115.00K | $3.56M | 0.01% | Add |
| Arrowstreet Capital history | 107.61K | $3.33M | 0.00% | Add |
| Bank of America Corp history | 75.79K | $2.35M | 0.00% | Add |
| UBS Group AG history | 64.07K | $1.98M | 0.00% | Add |
| Invesco Ltd history | 38.07K | $1.18M | 0.00% | Reduce |
| Franklin Resources history | 31.99K | $990.95K | 0.00% | Reduce |
| Legal & General Investment Management America history | 22.70K | $703.04K | 0.00% | Reduce |
| D. E. Shaw & Co history | 20.89K | $647.19K | 0.00% | Reduce |
| Deutsche Bank AG history | 18.11K | $561.17K | 0.00% | Add |
| Wells Fargo & Co history | 16.21K | $502.21K | 0.00% | Add |
| Citigroup Inc history | 10.95K | $339.21K | 0.00% | Reduce |
| Janus Henderson Group history | 9.28K | $287.39K | 0.00% | Hold |
| PNC Financial Services history | 55 | $1.70K | 0.00% | Reduce |
| T. Rowe Price Associates history | 19.68K | $610 | 0.00% | Reduce |
Q2 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.05M | $98.81M | 0.00% | Reduce |
| Vanguard Group history | 1.35M | $43.79M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.02M | $32.90M | 0.00% | Reduce |
| Renaissance Technologies history | 619.60K | $20.08M | 0.03% | Add |
| Geode Capital Management history | 544.08K | $17.64M | 0.00% | Add |
| JPMorgan Chase & Co history | 421.14K | $13.65M | 0.00% | Add |
| Manulife Financial history | 397.05K | $12.87M | 0.01% | Reduce |
| Principal Global Investors history | 298.67K | $9.68M | 0.01% | Reduce |
| Millennium Management history | 242.57K | $7.86M | 0.00% | Add |
| Goldman Sachs Group history | 236.93K | $7.68M | 0.00% | Reduce |
| Northern Trust Corp history | 210.61K | $6.83M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 168.56K | $5.46M | 0.00% | Hold |
| BNY Mellon history | 166.61K | $5.40M | 0.00% | Add |
| Morgan Stanley history | 160.68K | $5.21M | 0.00% | Reduce |
| AQR Capital Management history | 142.33K | $4.61M | 0.00% | Add |
| Arrowstreet Capital history | 101.51K | $3.29M | 0.00% | Add |
| Two Sigma Investments history | 85.04K | $2.76M | 0.01% | Add |
| Bank of America Corp history | 65.06K | $2.11M | 0.00% | Add |
| Invesco Ltd history | 40.29K | $1.31M | 0.00% | Reduce |
| Franklin Resources history | 32.44K | $1.05M | 0.00% | Hold |
| Citadel Advisors history | 28.56K | $925.76K | 0.00% | New |
| UBS Group AG history | 23.84K | $772.82K | 0.00% | Reduce |
| Legal & General Investment Management America history | 23.42K | $759.04K | 0.00% | Add |
| D. E. Shaw & Co history | 22.32K | $723.55K | 0.00% | Reduce |
| Citigroup Inc history | 21.02K | $681.32K | 0.00% | Reduce |
| Balyasny Asset Management history | 16.16K | $523.75K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.80K | $479.70K | 0.00% | Add |
| Wells Fargo & Co history | 12.98K | $420.76K | 0.00% | Add |
| Janus Henderson Group history | 9.28K | $301.12K | 0.00% | Hold |
| Point72 Asset Management history | 8.11K | $262.74K | 0.00% | Add |
| PNC Financial Services history | 71 | $2.30K | 0.00% | Reduce |
| T. Rowe Price Associates history | 24.39K | $791 | 0.00% | Reduce |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.09M | $95.11M | 0.00% | Add |
| Vanguard Group history | 1.34M | $41.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.07M | $32.80M | 0.00% | Add |
| Renaissance Technologies history | 608.00K | $18.72M | 0.03% | Add |
| Geode Capital Management history | 525.62K | $16.19M | 0.00% | Add |
| JPMorgan Chase & Co history | 418.93K | $12.90M | 0.00% | Reduce |
| Manulife Financial history | 404.25K | $12.45M | 0.01% | Hold |
| Principal Global Investors history | 326.14K | $10.04M | 0.01% | Reduce |
| Goldman Sachs Group history | 298.99K | $9.21M | 0.00% | Add |
| Northern Trust Corp history | 213.91K | $6.59M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 168.08K | $5.18M | 0.00% | Reduce |
| BNY Mellon history | 164.81K | $5.07M | 0.00% | Reduce |
| Morgan Stanley history | 161.76K | $4.98M | 0.00% | Add |
| Millennium Management history | 130.95K | $4.03M | 0.00% | Add |
| AQR Capital Management history | 119.57K | $3.68M | 0.00% | Reduce |
| Arrowstreet Capital history | 88.47K | $2.72M | 0.00% | Reduce |
| Bank of America Corp history | 61.36K | $1.89M | 0.00% | Reduce |
| Two Sigma Investments history | 49.80K | $1.53M | 0.00% | Add |
| Invesco Ltd history | 47.50K | $1.46M | 0.00% | Reduce |
| UBS Group AG history | 37.86K | $1.17M | 0.00% | Add |
| Franklin Resources history | 32.41K | $997.84K | 0.00% | Reduce |
| Balyasny Asset Management history | 28.79K | $886.51K | 0.00% | New |
| Citigroup Inc history | 28.30K | $871.24K | 0.00% | Reduce |
| D. E. Shaw & Co history | 25.25K | $777.32K | 0.00% | Add |
| Legal & General Investment Management America history | 20.36K | $626.88K | 0.00% | Hold |
| Marshall Wace history | 16.92K | $521.00K | 0.00% | Add |
| Deutsche Bank AG history | 14.02K | $431.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.12K | $373.31K | 0.00% | Reduce |
| Janus Henderson Group history | 9.28K | $286.13K | 0.00% | Hold |
| Point72 Asset Management history | 6.72K | $207.04K | 0.00% | Add |
| PNC Financial Services history | 84 | $2.59K | 0.00% | Reduce |
| Amundi US history | 45 | $1.29K | 0.00% | Add |
| Lazard Asset Management history | 33.19K | $1.02K | 0.00% | New |
| T. Rowe Price Associates history | 24.76K | $763 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 344.12K sh · $12.40M
- Prudential Financial 32.53K sh · $1.17M
- D. E. Shaw & Co 27.70K sh · $999.10K
- Balyasny Asset Management 6.74K sh · $243.18K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 9.28K sh · $309.14K
- Marshall Wace sold 7.64K sh · $254.44K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 2.98M | 2.89M | 2.96M | 3.00M | 3.05M | 3.09M | 2.86M | 2.84M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 697.72K | 623.03K | 171.45K | 171.55K | 168.56K | 168.08K | 172.35K | 171.09K | 56.60K | 54.58K | 55.80K | 55.70K | 55.66K | 55.10K | 54.46K | 54.08K | 50.12K | 54.83K | 51.45K | 148.31K |
| Renaissance Technologies | 617.50K | 582.29K | 585.70K | 600.30K | 619.60K | 608.00K | 565.70K | 600.90K | 594.80K | 576.80K | 581.50K | 620.50K | 599.10K | 619.50K | 573.30K | 615.10K | 685.60K | 759.20K | 764.10K | 755.30K |
| Geode Capital Management | 537.68K | 503.43K | 496.98K | 505.65K | 544.08K | 525.62K | 496.44K | 499.55K | 497.71K | 470.83K | 460.49K | 441.46K | 417.57K | 403.13K | 397.23K | 388.98K | 381.61K | 376.01K | 371.98K | 371.90K |
| Goldman Sachs Group | 415.99K | 543.15K | 377.89K | 301.08K | 236.93K | 298.99K | 286.13K | 342.98K | 252.90K | 251.36K | 255.17K | 268.10K | 309.10K | 295.63K | 265.32K | 302.24K | 302.22K | 209.78K | 166.24K | 155.43K |
| Manulife Financial | 380.32K | 383.03K | 386.81K | 391.10K | 397.05K | 404.25K | 403.93K | 409.21K | 421.15K | 422.07K | 435.97K | 453.22K | 466.60K | 469.02K | 479.10K | 496.74K | 519.29K | 526.72K | 495.43K | 482.18K |
| JPMorgan Chase & Co | 344.12K | — | 317.60K | 445.91K | 421.14K | 418.93K | 447.69K | 388.35K | 454.36K | 472.23K | 460.19K | 462.46K | 505.12K | 504.21K | 504.70K | 497.44K | 500.82K | 498.19K | 503.99K | 536.11K |
| Two Sigma Investments | 318.64K | 350.37K | 180.20K | 115.00K | 85.04K | 49.80K | 12.33K | 16.21K | 36.64K | 17.03K | 22.29K | 52.23K | 58.08K | 78.02K | 63.59K | 54.98K | 75.35K | 69.43K | 68.72K | 94.93K |
| Principal Global Investors | 273.13K | 294.57K | 304.20K | 305.46K | 298.67K | 326.14K | 337.11K | 349.63K | 271.76K | 270.15K | 240.17K | 244.62K | 248.18K | 248.02K | 242.72K | 249.89K | 260.22K | 310.71K | 325.92K | 369.85K |
| Morgan Stanley | 252.47K | 186.08K | 180.79K | 156.77K | 160.68K | 161.76K | 148.17K | 171.84K | 164.62K | 203.71K | 223.90K | 111.87K | 118.24K | 130.21K | 198.18K | 208.59K | 218.18K | 131.22K | 146.67K | 117.78K |
| Northern Trust Corp | 219.28K | 199.81K | 193.95K | 210.92K | 210.61K | 213.91K | 218.93K | 224.55K | 222.92K | 211.29K | 224.42K | 223.61K | 222.85K | 226.88K | 232.33K | 230.25K | 234.63K | 240.09K | 247.09K | 255.05K |
| Citadel Advisors | 211.16K | 86.36K | 64.97K | — | 28.56K | — | 22.80K | — | — | — | — | — | 15.04K | 43.14K | 12.98K | — | 17.40K | 31.55K | 39.75K | 51.88K |
| Arrowstreet Capital | 202.72K | 181.51K | 150.93K | 107.61K | 101.51K | 88.47K | 105.79K | 221.49K | 182.86K | 181.88K | 173.74K | 175.10K | 172.17K | 122.48K | 68.22K | 73.05K | 47.09K | 28.46K | 190.99K | 195.93K |
| AQR Capital Management | 178.96K | 135.74K | 126.27K | 169.92K | 142.33K | 119.57K | 143.06K | 161.41K | 174.01K | 98.99K | 129.33K | 215.96K | 140.08K | 159.12K | 193.39K | 254.22K | 172.22K | 124.29K | 128.12K | 148.60K |
| BNY Mellon | 149.54K | 147.41K | 159.98K | 165.22K | 166.61K | 164.81K | 167.25K | 194.60K | 206.62K | 179.94K | 185.69K | 209.45K | 203.49K | 206.59K | 209.05K | 182.88K | 174.18K | 183.51K | 183.63K | 216.74K |
| UBS Group AG | 98.85K | 50.10K | 27.31K | 64.07K | 23.84K | 37.86K | 33.74K | 18.05K | 15.22K | 30.75K | 34.71K | 21.89K | 11.56K | 11.34K | 10.51K | 8.25K | 6.82K | 10.93K | 13.63K | 8.72K |
| Bank of America Corp | 76.23K | 91.11K | 60.48K | 75.79K | 65.06K | 61.36K | 124.78K | 106.18K | 52.95K | 47.98K | 72.59K | 75.32K | 79.36K | 97.26K | 217.35K | 219.88K | 202.62K | 202.43K | 233.21K | 237.03K |
| Point72 Asset Management | 70.41K | 99.16K | 94.82K | — | 8.11K | 6.72K | 1.70K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 68.03K | 65.90K | 37.79K | 31.99K | 32.44K | 32.41K | 32.58K | 32.76K | 31.54K | 30.21K | 16.16K | 10.08K | 10.08K | — | — | — | — | — | — | — |
| Millennium Management | 61.33K | 88.25K | 96.81K | 389.22K | 242.57K | 130.95K | 22.98K | 8.38K | 54.00K | 25.85K | 156.22K | 91.79K | 85.52K | 172.62K | 239.59K | 133.67K | 123.12K | 55.08K | 41.83K | 22.18K |
▲ 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