UFPT — UFP TECHNOLOGIES INC
As of Q2 2026, 33 SEC-registered investment managers reported holding UFPT (UFP TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $716.86M across 3.06M shares. That is +8.2% by share count (+232.15K shares) versus the previous quarter, while reported value moved +43.4%. Ownership is concentrated: the five largest holders account for 71.9% of reported value and the top ten for 87.6%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 12 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UFPT is classified in the Health Care 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 | 1.14M | $302.62M | 0.01% | Add |
| UBS Group AG history | 254.74K | $67.54M | 0.01% | Add |
| MFS Investment Management history | 223.47K | $59.25M | 0.02% | Reduce |
| Geode Capital Management history | 200.93K | $53.28M | 0.00% | Add |
| Morgan Stanley history | 124.39K | $32.98M | 0.00% | Reduce |
| Franklin Resources history | 114.07K | $30.24M | 0.01% | Add |
| Northern Trust Corp history | 91.26K | $24.20M | 0.00% | Add |
| Renaissance Technologies history | 84.47K | $22.39M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 73.28K | $19.43M | 0.00% | Reduce |
| Bank of America Corp history | 60.31K | $15.99M | 0.00% | Add |
| Principal Global Investors history | 53.55K | $14.20M | 0.01% | Add |
| Royce & Associates history | 44.47K | $11.79M | 0.10% | Add |
| BNY Mellon history | 42.70K | $11.32M | 0.00% | Add |
| PSP Investments history | 26.57K | $7.05M | 0.02% | Reduce |
| Goldman Sachs Group history | 24.99K | $6.62M | 0.00% | Reduce |
| Invesco Ltd history | 24.19K | $6.41M | 0.00% | Add |
| Point72 Asset Management history | 21.33K | $5.65M | 0.01% | New |
| Legal & General Investment Management America history | 18.02K | $4.78M | 0.00% | Add |
| Marshall Wace history | 13.58K | $3.60M | 0.00% | Add |
| JPMorgan Chase & Co history | 11.58K | $3.15M | 0.00% | New |
| Wells Fargo & Co history | 9.35K | $2.48M | 0.00% | Reduce |
| Citadel Advisors history | 9.09K | $2.41M | 0.00% | Reduce |
| Deutsche Bank AG history | 8.57K | $2.27M | 0.00% | Add |
| Prudential Financial history | 8.08K | $2.14M | 0.00% | Add |
| Citigroup Inc history | 4.55K | $1.21M | 0.00% | Add |
| Manulife Financial history | 3.73K | $989.47K | 0.00% | Add |
| Two Sigma Investments history | 3.04K | $806.79K | 0.00% | Reduce |
| AQR Capital Management history | 2.60K | $689.07K | 0.00% | Add |
| Balyasny Asset Management history | 1.65K | $437.20K | 0.00% | Reduce |
| Amundi US history | 1.57K | $415.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.30K | $345.16K | 0.00% | Add |
| T. Rowe Price Associates history | 357.33K | $94.74K | 0.01% | Add |
| PNC Financial Services history | 306 | $81.13K | 0.00% | Reduce |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.10M | $212.41M | 0.00% | Hold |
| MFS Investment Management history | 227.30K | $44.01M | 0.01% | Add |
| Geode Capital Management history | 190.62K | $36.91M | 0.00% | Add |
| UBS Group AG history | 173.74K | $33.64M | 0.01% | Reduce |
| Morgan Stanley history | 128.58K | $24.89M | 0.00% | Reduce |
| Renaissance Technologies history | 106.47K | $20.61M | 0.03% | Reduce |
| Northern Trust Corp history | 86.40K | $16.73M | 0.00% | Hold |
| Franklin Resources history | 82.15K | $15.90M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 74.77K | $14.48M | 0.00% | Reduce |
| Goldman Sachs Group history | 59.71K | $11.56M | 0.00% | Add |
| Bank of America Corp history | 54.73K | $10.60M | 0.00% | Add |
| Principal Global Investors history | 52.21K | $10.11M | 0.01% | Add |
| BNY Mellon history | 41.45K | $8.02M | 0.00% | Reduce |
| PSP Investments history | 27.60K | $5.34M | 0.02% | Add |
| Invesco Ltd history | 24.00K | $4.65M | 0.00% | Reduce |
| Royce & Associates history | 23.87K | $4.62M | 0.05% | New |
| Citadel Advisors history | 20.56K | $3.98M | 0.00% | Add |
| Janus Henderson Group history | 19.44K | $3.76M | 0.00% | Reduce |
| Legal & General Investment Management America history | 17.64K | $3.41M | 0.00% | Reduce |
| Balyasny Asset Management history | 16.68K | $3.23M | 0.00% | New |
| Wells Fargo & Co history | 11.78K | $2.28M | 0.00% | Reduce |
| Marshall Wace history | 11.14K | $2.16M | 0.00% | New |
| Prudential Financial history | 8.01K | $1.55M | 0.00% | Add |
| Two Sigma Investments history | 7.84K | $1.52M | 0.00% | Add |
| Deutsche Bank AG history | 7.04K | $1.36M | 0.00% | Add |
| Manulife Financial history | 3.43K | $664.43K | 0.00% | Reduce |
| AQR Capital Management history | 2.18K | $422.44K | 0.00% | Add |
| Amundi US history | 1.75K | $338.03K | 0.00% | Add |
| Citigroup Inc history | 1.47K | $283.82K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.12K | $217.19K | 0.00% | Reduce |
| PNC Financial Services history | 944 | $182.76K | 0.00% | Add |
| T. Rowe Price Associates history | 246.50K | $47.72K | 0.01% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.10M | $243.69M | 0.00% | Add |
| Vanguard Group history | 533.58K | $118.47M | 0.00% | Add |
| UBS Group AG history | 189.40K | $42.05M | 0.01% | Add |
| Geode Capital Management history | 184.86K | $41.05M | 0.00% | Add |
| Morgan Stanley history | 158.38K | $35.16M | 0.00% | Reduce |
| Renaissance Technologies history | 140.96K | $31.30M | 0.05% | Reduce |
| MFS Investment Management history | 121.84K | $27.05M | 0.01% | Reduce |
| Franklin Resources history | 110.22K | $24.47M | 0.01% | Reduce |
| Northern Trust Corp history | 86.05K | $19.11M | 0.00% | Reduce |
| Janus Henderson Group history | 79.39K | $17.62M | 0.01% | Add |
| Charles Schwab Investment Management history | 75.75K | $16.82M | 0.00% | Add |
| Invesco Ltd history | 49.89K | $11.08M | 0.00% | Add |
| Principal Global Investors history | 49.46K | $10.98M | 0.01% | Add |
| Bank of America Corp history | 45.33K | $10.06M | 0.00% | Add |
| BNY Mellon history | 42.94K | $9.53M | 0.00% | Add |
| D. E. Shaw & Co history | 33.82K | $7.51M | 0.00% | Reduce |
| Goldman Sachs Group history | 27.39K | $6.08M | 0.00% | Add |
| PSP Investments history | 26.72K | $5.93M | 0.02% | Reduce |
| Legal & General Investment Management America history | 19.27K | $4.28M | 0.00% | Add |
| Wells Fargo & Co history | 17.55K | $3.90M | 0.00% | Add |
| JPMorgan Chase & Co history | 15.74K | $3.49M | 0.00% | Add |
| Two Sigma Investments history | 7.54K | $1.67M | 0.00% | Reduce |
| Prudential Financial history | 7.28K | $1.62M | 0.00% | Reduce |
| Deutsche Bank AG history | 6.33K | $1.41M | 0.00% | Add |
| Manulife Financial history | 3.63K | $805.30K | 0.00% | Reduce |
| Citigroup Inc history | 2.36K | $524.88K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.55K | $344.86K | 0.00% | Reduce |
| AQR Capital Management history | 1.51K | $335.71K | 0.00% | Add |
| Citadel Advisors history | 1.40K | $310.84K | 0.00% | Reduce |
| Millennium Management history | 1.39K | $308.18K | 0.00% | Reduce |
| Amundi US history | 1.03K | $229.13K | 0.00% | Reduce |
| PNC Financial Services history | 236 | $52.40K | 0.00% | Add |
| T. Rowe Price Associates history | 181.48K | $40.30K | 0.00% | Add |
| CPP Investments history | 100 | $22.20K | 0.00% | New |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.09M | $217.51M | 0.00% | Add |
| Vanguard Group history | 527.62K | $105.31M | 0.00% | Add |
| Renaissance Technologies history | 189.26K | $37.78M | 0.05% | Reduce |
| Geode Capital Management history | 183.46K | $36.62M | 0.00% | Reduce |
| MFS Investment Management history | 169.98K | $33.93M | 0.01% | Add |
| Morgan Stanley history | 163.84K | $32.70M | 0.00% | Add |
| UBS Group AG history | 154.69K | $30.88M | 0.01% | Add |
| Franklin Resources history | 145.81K | $29.10M | 0.01% | Reduce |
| Northern Trust Corp history | 89.78K | $17.92M | 0.00% | Add |
| D. E. Shaw & Co history | 83.83K | $16.73M | 0.01% | Add |
| Charles Schwab Investment Management history | 73.67K | $14.71M | 0.00% | Add |
| Principal Global Investors history | 45.20K | $9.02M | 0.01% | Add |
| BNY Mellon history | 42.69K | $8.52M | 0.00% | Reduce |
| Janus Henderson Group history | 34.75K | $6.94M | 0.00% | Add |
| PSP Investments history | 30.12K | $6.01M | 0.02% | Add |
| Bank of America Corp history | 27.53K | $5.50M | 0.00% | Add |
| Invesco Ltd history | 26.56K | $5.30M | 0.00% | Reduce |
| Point72 Asset Management history | 20.79K | $4.15M | 0.01% | Add |
| Citadel Advisors history | 20.71K | $4.13M | 0.00% | Reduce |
| Legal & General Investment Management America history | 18.77K | $3.75M | 0.00% | Reduce |
| Goldman Sachs Group history | 15.40K | $3.07M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 15.12K | $3.02M | 0.00% | Add |
| Two Sigma Investments history | 14.27K | $2.85M | 0.01% | Reduce |
| Wells Fargo & Co history | 12.56K | $2.51M | 0.00% | Add |
| Prudential Financial history | 7.73K | $1.54M | 0.00% | Add |
| Royce & Associates history | 7.51K | $1.50M | 0.01% | Add |
| Marshall Wace history | 6.00K | $1.20M | 0.00% | Add |
| Deutsche Bank AG history | 5.96K | $1.19M | 0.00% | Add |
| Balyasny Asset Management history | 5.35K | $1.07M | 0.00% | Reduce |
| Manulife Financial history | 3.83K | $764.07K | 0.00% | Reduce |
| Millennium Management history | 2.75K | $548.10K | 0.00% | Reduce |
| Citigroup Inc history | 2.18K | $435.13K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.58K | $316.20K | 0.00% | Reduce |
| Amundi US history | 1.33K | $268.77K | 0.00% | Add |
| AQR Capital Management history | 1.24K | $248.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 179.98K | $35.93K | 0.00% | Add |
| PNC Financial Services history | 142 | $28.34K | 0.00% | Reduce |
Q2 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.07M | $261.91M | 0.01% | Reduce |
| Vanguard Group history | 524.04K | $127.95M | 0.00% | Hold |
| Renaissance Technologies history | 233.26K | $56.95M | 0.08% | Reduce |
| Geode Capital Management history | 186.09K | $45.44M | 0.00% | Add |
| Invesco Ltd history | 175.92K | $42.95M | 0.01% | Reduce |
| Franklin Resources history | 169.88K | $41.48M | 0.01% | Add |
| MFS Investment Management history | 161.75K | $39.49M | 0.01% | Add |
| Morgan Stanley history | 131.87K | $32.20M | 0.00% | Reduce |
| UBS Group AG history | 109.11K | $26.64M | 0.01% | Add |
| Northern Trust Corp history | 89.27K | $21.80M | 0.00% | Hold |
| Charles Schwab Investment Management history | 72.06K | $17.60M | 0.00% | Add |
| Millennium Management history | 67.67K | $16.52M | 0.01% | Reduce |
| Citadel Advisors history | 57.76K | $14.10M | 0.00% | Add |
| BNY Mellon history | 43.17K | $10.54M | 0.00% | Add |
| Principal Global Investors history | 42.02K | $10.26M | 0.01% | Add |
| D. E. Shaw & Co history | 33.51K | $8.18M | 0.01% | Add |
| Two Sigma Investments history | 33.24K | $8.12M | 0.01% | Reduce |
| Janus Henderson Group history | 26.02K | $6.36M | 0.00% | Add |
| Bank of America Corp history | 25.87K | $6.32M | 0.00% | Reduce |
| PSP Investments history | 24.95K | $6.09M | 0.03% | Add |
| Legal & General Investment Management America history | 19.72K | $4.81M | 0.00% | Reduce |
| Goldman Sachs Group history | 19.62K | $4.79M | 0.00% | Reduce |
| Balyasny Asset Management history | 16.15K | $3.94M | 0.01% | Add |
| JPMorgan Chase & Co history | 12.73K | $3.11M | 0.00% | Add |
| Wells Fargo & Co history | 10.94K | $2.67M | 0.00% | Add |
| Prudential Financial history | 7.59K | $2.22M | 0.00% | Add |
| Royce & Associates history | 7.46K | $1.82M | 0.02% | Reduce |
| Citigroup Inc history | 6.79K | $1.66M | 0.00% | Reduce |
| Deutsche Bank AG history | 5.28K | $1.29M | 0.00% | Reduce |
| Manulife Financial history | 3.99K | $974.20K | 0.00% | Reduce |
| Marshall Wace history | 2.54K | $620.65K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.62K | $395.99K | 0.00% | Add |
| AQR Capital Management history | 1.35K | $330.35K | 0.00% | Reduce |
| Amundi US history | 1.21K | $296.52K | 0.00% | Reduce |
| Point72 Asset Management history | 1.12K | $272.89K | 0.00% | New |
| CPP Investments history | 200 | $48.83K | 0.00% | New |
| T. Rowe Price Associates history | 176.98K | $43.21K | 0.01% | Add |
| PNC Financial Services history | 173 | $42.24K | 0.00% | Add |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.09M | $219.23M | 0.01% | Reduce |
| Vanguard Group history | 522.15K | $105.32M | 0.00% | Reduce |
| Renaissance Technologies history | 259.66K | $52.38M | 0.08% | Reduce |
| Geode Capital Management history | 180.17K | $36.35M | 0.00% | Add |
| Invesco Ltd history | 178.17K | $35.94M | 0.01% | Add |
| Morgan Stanley history | 138.93K | $28.02M | 0.00% | Reduce |
| MFS Investment Management history | 132.57K | $26.74M | 0.01% | Add |
| Franklin Resources history | 131.56K | $26.54M | 0.01% | Reduce |
| Millennium Management history | 93.77K | $18.91M | 0.01% | Add |
| Northern Trust Corp history | 89.70K | $18.09M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 67.54K | $13.62M | 0.00% | Reduce |
| UBS Group AG history | 55.96K | $11.29M | 0.00% | Reduce |
| Two Sigma Investments history | 52.01K | $10.49M | 0.02% | Add |
| Citadel Advisors history | 43.41K | $8.76M | 0.00% | Reduce |
| BNY Mellon history | 42.34K | $8.54M | 0.00% | Reduce |
| Principal Global Investors history | 40.27K | $8.12M | 0.01% | Add |
| Bank of America Corp history | 27.18K | $5.48M | 0.00% | Add |
| Goldman Sachs Group history | 24.55K | $4.95M | 0.00% | Reduce |
| PSP Investments history | 23.14K | $4.67M | 0.02% | Add |
| Janus Henderson Group history | 20.50K | $4.08M | 0.00% | Reduce |
| Legal & General Investment Management America history | 20.04K | $4.04M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 12.45K | $2.51M | 0.00% | Add |
| Citigroup Inc history | 10.76K | $2.17M | 0.00% | Add |
| Prudential Financial history | 7.12K | $2.09M | 0.00% | Reduce |
| Wells Fargo & Co history | 9.95K | $2.01M | 0.00% | Add |
| Marshall Wace history | 9.66K | $1.95M | 0.00% | Reduce |
| Balyasny Asset Management history | 9.08K | $1.83M | 0.00% | Add |
| Royce & Associates history | 8.95K | $1.81M | 0.02% | Hold |
| D. E. Shaw & Co history | 6.67K | $1.35M | 0.00% | New |
| Deutsche Bank AG history | 6.04K | $1.22M | 0.00% | Reduce |
| Manulife Financial history | 4.12K | $831.04K | 0.00% | Add |
| Amundi US history | 2.96K | $572.34K | 0.00% | Reduce |
| AQR Capital Management history | 1.83K | $369.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.29K | $260.78K | 0.00% | Add |
| T. Rowe Price Associates history | 174.98K | $35.30K | 0.00% | Reduce |
| PNC Financial Services history | 62 | $12.51K | 0.00% | Reduce |
New Positions (Q2 2026)
- Point72 Asset Management 21.33K sh · $5.65M
- JPMorgan Chase & Co 11.58K sh · $3.15M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 19.44K sh · $3.76M
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 | 1.14M | 1.10M | 1.10M | 1.09M | 1.07M | 1.09M | 1.11M | 1.09M | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 254.74K | 173.74K | 189.40K | 154.69K | 109.11K | 55.96K | 76.87K | 4.82K | 3.61K | 7.27K | 6.39K | 2.07K | 6.29K | 3.68K | 2.45K | 21 | 660 | 2.04K | 2.51K | 249 |
| MFS Investment Management | 223.47K | 227.30K | 121.84K | 169.98K | 161.75K | 132.57K | 103.57K | 88.65K | 105.12K | 102.42K | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 200.93K | 190.62K | 184.86K | 183.46K | 186.09K | 180.17K | 172.96K | 173.00K | 169.66K | 159.29K | 154.87K | 147.31K | 141.92K | 133.86K | 127.33K | 122.62K | 122.36K | 121.88K | 116.36K | 117.07K |
| Morgan Stanley | 124.39K | 128.58K | 158.38K | 163.84K | 131.87K | 138.93K | 150.89K | 139.42K | 140.20K | 148.21K | 144.83K | 97.02K | 108.87K | 90.79K | 87.82K | 45.83K | 15.04K | 4.96K | 15.41K | 6.68K |
| Franklin Resources | 114.07K | 82.15K | 110.22K | 145.81K | 169.88K | 131.56K | 136.34K | 92.05K | 66.05K | 10.76K | 16.51K | 17.63K | 20.62K | 18.73K | 28.72K | 33.45K | 33.44K | 33.44K | 27.28K | 27.20K |
| Northern Trust Corp | 91.26K | 86.40K | 86.05K | 89.78K | 89.27K | 89.70K | 92.06K | 85.19K | 84.77K | 88.24K | 91.44K | 83.73K | 83.03K | 74.84K | 74.90K | 68.98K | 69.33K | 70.48K | 72.61K | 72.84K |
| Renaissance Technologies | 84.47K | 106.47K | 140.96K | 189.26K | 233.26K | 259.66K | 279.16K | 279.42K | 293.61K | 296.37K | 307.21K | 340.21K | 321.87K | 336.07K | 379.87K | 398.07K | 418.67K | 420.67K | 435.37K | 459.69K |
| Charles Schwab Investment Management | 73.28K | 74.77K | 75.75K | 73.67K | 72.06K | 67.54K | 67.95K | 67.10K | 64.26K | 61.38K | 59.00K | 57.07K | 19.48K | 18.43K | 18.28K | 17.97K | 17.94K | 17.92K | 18.75K | 17.26K |
| Bank of America Corp | 60.31K | 54.73K | 45.33K | 27.53K | 25.87K | 27.18K | 13.59K | 17.81K | 15.45K | 12.05K | 14.98K | 4.25K | 1.65K | 3.27K | 4.01K | 1.33K | 1.19K | 3.31K | 8.59K | 6.86K |
| Principal Global Investors | 53.55K | 52.21K | 49.46K | 45.20K | 42.02K | 40.27K | 39.11K | 37.66K | 38.52K | 39.59K | 39.70K | 39.88K | 40.93K | 1.57K | 1.82K | — | 3.46K | — | — | — |
| Royce & Associates | 44.47K | 23.87K | — | 7.51K | 7.46K | 8.95K | 8.95K | 8.95K | 16.24K | 28.71K | 43.46K | 56.70K | 41.62K | 48.62K | 43.72K | 59.92K | 65.45K | 69.00K | 78.05K | 79.25K |
| BNY Mellon | 42.70K | 41.45K | 42.94K | 42.69K | 43.17K | 42.34K | 45.47K | 45.84K | 52.88K | 52.07K | 55.27K | 57.17K | 59.33K | 30.14K | 30.82K | 34.20K | 32.31K | 38.10K | 37.99K | 54.23K |
| PSP Investments | 26.57K | 27.60K | 26.72K | 30.12K | 24.95K | 23.14K | 18.14K | 15.46K | 15.56K | 14.41K | 14.58K | 8.69K | 12.30K | — | — | — | — | — | — | — |
| Goldman Sachs Group | 24.99K | 59.71K | 27.39K | 15.40K | 19.62K | 24.55K | 34.37K | 24.53K | 21.13K | 19.27K | 22.81K | 23.19K | 18.35K | 15.72K | 14.46K | 3.35K | 3.00K | 3.17K | — | — |
| Invesco Ltd | 24.19K | 24.00K | 49.89K | 26.56K | 175.92K | 178.17K | 174.86K | 213.54K | 84.97K | 82.58K | 45.25K | 45.05K | 99.35K | 49.34K | 47.57K | 25.91K | 29.25K | 8.87K | 11.12K | 9.86K |
| Point72 Asset Management | 21.33K | — | — | 20.79K | 1.12K | — | — | — | — | — | — | 515 | — | — | 365 | — | — | — | — | — |
| Legal & General Investment Management America | 18.02K | 17.64K | 19.27K | 18.77K | 19.72K | 20.04K | 20.81K | 20.09K | 19.86K | 20.02K | 20.52K | 20.64K | 20.90K | 3.79K | 2.68K | 809 | 738 | 726 | 712 | 712 |
| Marshall Wace | 13.58K | 11.14K | — | 6.00K | 2.54K | 9.66K | 21.98K | 9.85K | 9.14K | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 11.58K | — | 15.74K | 15.12K | 12.73K | 12.45K | 11.57K | 11.05K | 11.55K | 8.31K | 10.16K | 9.91K | 12.16K | 2.64K | 4.08K | 3.79K | 3.65K | 3.27K | 4.88K | 2.59K |
▲ 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