Activity

Two dated books, named above the table. Every row compares a manager's holdings at one quarter end against the quarter before. The pair is stated with the rows; it is never inferred from them.

The universe changes what a row means. A ranking over 60 curated books and one over 8,800 filers are different claims. Three curated firms file a second, separate book, so those 60 books belong to 57 managers; the books and managers actually covered are printed beside the period pair.

Weight change is not a purchase measure. It is given in percentage points and moves with price as well as with trading. An unchanged holding whose price rose is “Unchanged”, never a buy.

Refusals are rows. “Not comparable” covers a prior quarter the manager never filed (a missing filing is not a sale) and a share change whose corporate action could not be confirmed (a share count is not a trade until it is split-adjusted). Both stay in the stream with the reason on hover.