Portfolio changes · featured 13Fs
Activity
Moves in ALKS across featured managers — New / Exit / Add / Reduce.
ALKS · 14d · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| ALKS | Exit | Farallon Capital Management | 0.00 pp | was <0.01% | Q1→Q2 |
| ALKS | Reduce | Nathan Fischel - Dafna Capital Management | −0.11 pp | −27.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ALKS | Exit | Michael Krensavage - Krensavage Asset Management | −1.49 pp | was 1.5% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home