Portfolio changes · featured 13Fs

Activity

Moves in FISV across featured managers — New / Exit / Add / Reduce.

13 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

FISV · all sizes

13 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 7
FISV	Exit	Farallon Capital Management	−0.03%	was 0.03%	Q1→Q2
FISV	Exit	Mason Hawkins - Southeastern Asset Management	−0.01%	was 0.01%	Q1→Q2
FISV	Add	Mairs & Power	−0.20%	+6.5% sh	Q1→Q2
FISV	Add	Bill Nygren / Oakmark - Harris Associates L P	−0.02%	+12.5% sh	Q1→Q2
FISV	Add	John Rogers - Ariel Investments	0.00%	+26.0% sh	Q1→Q2
FISV	Reduce	Jana Partners Management	−5.97%	−17.4% sh	Q1→Q2
FISV	Reduce	Hillman Capital Management	−0.34%	−2.8% sh	Q1→Q2
13 Aug 2
FISV	Reduce	Samantha Mclemore - Patient Capital Management	−0.44%	−1.5% sh	Q1→Q2
FISV	Reduce	Dodge & Cox	−0.25%	−0.1% sh	Q1→Q2
11 Aug 1
FISV	Reduce	Christopher Davis - Davis Selected Advisers	−0.04%	−8.3% sh	Q1→Q2
10 Aug 1
FISV	Reduce	Vulcan Value Partners	−0.28%	−18.3% sh	Q1→Q2
5 Aug 1
FISV	Add	First Eagle Investment Management	+0.34%	+44.9% sh	Q1→Q2
21 Jul 1
FISV	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	−0.13%	−5.0% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home