Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 12 Aug managers newest 13Fs

HWM

2 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
12 Aug 1
HWM	Exit	Senator Investment Group	−0.44%	was 0.44%	Q1→Q2
4 Aug 1
HWM	New	Polen Capital Management	+1.06%	opened 1.1%	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