GO
OZ MANAGEMENT LP
Daniel Och
Current Period
07/01 ‐ 09/20
Latest Filing
2019-06-30
Past Filings
( select quarter )
All
Holdings
Stock
Holdings
Options
( PUT / CALL )
Sector
All
Top Percentile
 %
All
265$18.76B
New Buy
102$2.89B
Increased
52$10.84B
Unchanged
62$986.73M
Decreased
49$4.05B
Sold Out
46($921.87M)
Sort by 
Portfolio Weight
Change Rate
Stock Symbol
Stock Price
311
SPY
42.95% PW
$8.06B
27.50M SH
CALL
AABA
3.68% PW
$689.95M
9.95M SH
COM
TSLA
3.10% PW
$581.62M
2.60M SH
PUT
AMZN
1.81% PW
$339.56M
179.32K SH
COM
FB
1.65% PW
$308.80M
1.60M SH
CALL
MA
1.64% PW
$308.45M
1.17M SH
CL A
BAC
1.64% PW
$308.02M
10.62M SH
COM
UBER
1.55% PW
$291.62M
6.29M SH
COM
SHW
1.49% PW
$280.34M
611.71K SH
COM
HLT
1.41% PW
$264.32M
2.70M SH
COM
BABA
1.31% PW
$246.65M
1.46M SH
SPONSORED ADS
MSFT
1.27% PW
$239.09M
1.78M SH
COM
LOW
1.23% PW
$229.98M
2.28M SH
CALL
NFLX
1.22% PW
$228.72M
622.66K SH
COM
SPR
1.20% PW
$224.55M
2.76M SH
COM CL A
PTC
1.19% PW
$223.06M
2.49M SH
COM
CELG
1.18% PW
$221.33M
2.39M SH
COM
ADVANCED MICRO DEVICES INC
1.18% PW
$220.88M
57.03M SH
PRN
WYNN
1.06% PW
$198.61M
1.60M SH
COM
ADSK
1.01% PW
$190.02M
1.17M SH
COM
NXPI
0.99% PW
$185.79M
1.90M SH
COM
FWONK
0.97% PW
$182.15M
4.87M SH
COM SER C FRMLA
APC
0.94% PW
$176.90M
2.51M SH
COM
GOOGL
0.93% PW
$174.65M
161.29K SH
CAP STK CL A
NXPI
0.90% PW
$168.75M
1.73M SH
CALL
NYT
0.88% PW
$165.47M
5.07M SH
CL A
VICI
0.84% PW
$158.17M
7.18M SH
COM
AGN
0.80% PW
$150.88M
901.14K SH
SHS
CHTR
0.79% PW
$148.67M
376.20K SH
CL A
LOW
0.76% PW
$143.42M
1.42M SH
COM
ORCL
0.76% PW
$142.43M
2.50M SH
PUT
HDS
0.71% PW
$132.30M
3.28M SH
COM
RHT
0.68% PW
$127.98M
681.63K SH
COM
VST
0.67% PW
$124.85M
5.51M SH
COM
WYNN
0.66% PW
$123.99M
1.00M SH
CALL
FB
0.65% PW
$121.83M
631.25K SH
CL A
JPM
0.58% PW
$108.13M
967.19K SH
COM
AXTA
0.54% PW
$100.74M
3.38M SH
COM
TESLA INC
0.48% PW
$89.23M
93.69M SH
PRN
HUM
0.47% PW
$87.25M
328.89K SH
COM
WORK
0.44% PW
$82.92M
2.21M SH
COM CL A
NEE
0.38% PW
$71.46M
348.82K SH
COM
PAM
0.35% PW
$65.45M
1.89M SH
SPONS ADR LVL I
MOMO
0.33% PW
$62.69M
1.75M SH
PUT
TWITTER INC
0.33% PW
$61.65M
64.29M SH
PRN
CNC
0.32% PW
$60.74M
1.16M SH
COM
HERBALIFE LTD
0.32% PW
$60.19M
58.46M SH
PRN
DCUD
0.30% PW
$56.60M
1.13M SH
UNIT 08/15/2019
TMUS
0.29% PW
$55.06M
742.60K SH
COM
CRL
0.29% PW
$54.31M
382.75K SH
COM
CCI/PA
0.28% PW
$52.27M
43.59K SH
6.875% CON PFD A
WRIGHT MED GROUP N V
0.27% PW
$51.07M
34.42M SH
PRN
TESLA INC
0.27% PW
$51.05M
52.00M SH
PRN
PCG
0.26% PW
$48.58M
2.12M SH
COM
MICROCHIP TECHNOLOGY INC
0.26% PW
$48.39M
27.60M SH
PRN
IQ
0.26% PW
$47.96M
2.32M SH
PUT
COUPA SOFTWARE INC
0.25% PW
$46.83M
16.40M SH
PRN
D
0.23% PW
$42.98M
555.90K SH
CALL
SRE/PA
0.22% PW
$41.88M
374.66K SH
6% PFD CONV A
CLEVELAND CLIFFS INC
0.20% PW
$37.16M
25.78M SH
PRN
CHEGG INC
0.18% PW
$34.49M
22.50M SH
PRN
CNP/PB
0.18% PW
$34.29M
680.00K SH
DEP RP PFD CV B
IEF
0.18% PW
$33.01M
300.00K SH
CALL
WORKDAY INC
0.17% PW
$32.78M
21.90M SH
PRN
NXP SEMICONDUCTORS N V
0.16% PW
$30.62M
29.03M SH
PRN
FPAC
0.16% PW
$30.57M
3.00M SH
COM CL A
NRG ENERGY INC
0.16% PW
$29.11M
27.20M SH
PRN
AEROJET ROCKETDYNE HLDGS INC
0.15% PW
$28.91M
16.15M SH
PRN
AVTR
0.15% PW
$28.64M
1.50M SH
COM
J2 GLOBAL INC
0.15% PW
$28.04M
20.09M SH
PRN
TESLA INC
0.13% PW
$24.08M
24.40M SH
PRN
DTV
0.13% PW
$23.66M
421.00K SH
UNIT 99/99/9999
CI
0.12% PW
$23.08M
146.50K SH
COM
UNISYS CORP
0.12% PW
$21.77M
17.80M SH
PRN
TSLA
0.11% PW
$21.47M
96.10K SH
COM
LORL
0.11% PW
$21.25M
615.75K SH
COM
FTV/PA
0.11% PW
$20.71M
20.17K SH
5% PFD CNV SER A
CCO
0.11% PW
$20.49M
4.34M SH
COM
LIBERTY MEDIA CORP
0.11% PW
$20.08M
28.38M SH
PRN
CTRIP COM INTL LTD
0.11% PW
$19.76M
20.00M SH
PRN
YY
0.10% PW
$19.07M
273.60K SH
PUT
ZIONW
0.10% PW
$18.28M
1.38M SH
*W EXP 05/21/202
SWK
0.10% PW
$17.93M
123.99K SH
COM
BZUN
0.09% PW
$17.67M
354.40K SH
PUT
ISTAR INC
0.09% PW
$16.91M
16.50M SH
PRN
QCOM
0.08% PW
$15.67M
205.99K SH
COM
GSAH
0.08% PW
$15.21M
1.50M SH
COM CL A
DCUE
0.08% PW
$15.02M
145.00K SH
UNIT 99/99/9999
AXTA
0.08% PW
$14.89M
500.00K SH
CALL
LEN/B
0.08% PW
$14.86M
385.90K SH
CL B
IQ
0.07% PW
$13.80M
668.39K SH
SPONSORED ADS
RESTORATION HARDWARE HLDGS I
0.07% PW
$13.47M
11.66M SH
PRN
ILMN
0.07% PW
$13.11M
35.60K SH
COM
INTC
0.07% PW
$13.05M
272.54K SH
COM
CFXA
0.07% PW
$12.70M
100.00K SH
UNIT 01/15/2022T
TWITTER INC
0.07% PW
$12.63M
12.89M SH
PRN
BYND
0.06% PW
$11.86M
73.80K SH
COM
CGC
0.06% PW
$11.05M
274.20K SH
PUT
CGC
0.06% PW
$10.86M
269.40K SH
COM
ZM
0.06% PW
$10.65M
120.00K SH
CL A
DB
0.05% PW
$10.29M
1.35M SH
PUT
DB
0.05% PW
$10.29M
1.35M SH
NAMEN AKT
NEBU
0.05% PW
$10.09M
1,000.00K SH
COM CLASS A
LIBERTY MEDIA CORP
0.05% PW
$9.23M
13.24M SH
PRN
CAESARS ENTMT CORP
0.05% PW
$8.59M
5.00M SH
PRN
BILI
0.05% PW
$8.48M
520.90K SH
PUT
GDS
0.04% PW
$8.36M
222.50K SH
PUT
QD
0.04% PW
$7.50M
1.00M SH
PUT
STNL
0.04% PW
$7.10M
700.00K SH
CL A
CRWD
0.04% PW
$6.83M
100.00K SH
CL A
AVTR/PA
0.04% PW
$6.59M
100.00K SH
6.25 PFD CNV SR
DDS
0.03% PW
$6.44M
103.40K SH
PUT
DDS
0.03% PW
$6.44M
103.40K SH
CL A
BZUN
0.03% PW
$6.27M
125.80K SH
SPONSORED ADR
ACB
0.03% PW
$6.02M
769.90K SH
PUT
ACB
0.03% PW
$6.01M
768.90K SH
COM
MICROCHIP TECHNOLOGY INC
0.03% PW
$5.86M
5.00M SH
PRN
GDS HLDGS LTD
0.03% PW
$5.59M
5.64M SH
PRN
PINS
0.03% PW
$5.44M
200.00K SH
CL A
CVNA
0.03% PW
$5.43M
86.70K SH
PUT
CVNA
0.03% PW
$5.43M
86.70K SH
CL A
CHNGU
0.03% PW
$5.07M
90.00K SH
UNIT 99/99/9999
TW
0.03% PW
$4.82M
110.00K SH
CL A
UMC
0.03% PW
$4.78M
2.16M SH
SPON ADR NEW
AKCA
0.03% PW
$4.73M
201.60K SH
PUT
AKCA
0.03% PW
$4.69M
200.10K SH
COM
XOG
0.02% PW
$4.46M
1.03M SH
COM
AMD
0.02% PW
$4.45M
146.40K SH
PUT
CHWY
0.02% PW
$4.38M
125.00K SH
CL A
PDD
0.02% PW
$4.13M
200.00K SH
SPONSORED ADS
GME
0.02% PW
$3.96M
723.50K SH
PUT
GME
0.02% PW
$3.96M
723.50K SH
CL A
EEFT
0.02% PW
$3.73M
22.20K SH
COM
SNAP
0.02% PW
$3.71M
259.30K SH
CALL
SNAP
0.02% PW
$3.71M
259.30K SH
PUT
VKTX
0.02% PW
$3.63M
437.10K SH
PUT
VKTX
0.02% PW
$3.62M
435.60K SH
COM
FRC
0.02% PW
$3.56M
36.43K SH
COM
YETI
0.02% PW
$3.39M
117.00K SH
COM
YETI
0.02% PW
$3.39M
117.00K SH
PUT
GANNETT CO INC
0.02% PW
$3.28M
3.25M SH
PRN
CRON
0.02% PW
$3.08M
192.80K SH
PUT
CRON
0.02% PW
$3.08M
192.80K SH
COM
NXPI
0.02% PW
$3.04M
31.10K SH
PUT
PZZA
0.02% PW
$2.97M
66.30K SH
PUT
PZZA
0.02% PW
$2.96M
66.30K SH
COM
PYX
0.02% PW
$2.88M
189.60K SH
PUT
PYX
0.02% PW
$2.88M
189.60K SH
COM
NIO
0.01% PW
$2.81M
1.10M SH
PUT
NIO
0.01% PW
$2.81M
1.10M SH
SPON ADS
DO
0.01% PW
$2.77M
312.00K SH
COM
DO
0.01% PW
$2.77M
312.00K SH
PUT
LYFT
0.01% PW
$2.73M
41.60K SH
PUT
LYFT
0.01% PW
$2.73M
41.60K SH
CL A COM
LGIH
0.01% PW
$2.66M
37.30K SH
COM
LGIH
0.01% PW
$2.66M
37.30K SH
PUT
HERTZ GLOBAL HLDGS INC
0.01% PW
$2.56M
1.25M SH
RIGHT 07/12/2019
MAT
0.01% PW
$2.35M
209.60K SH
PUT
MAT
0.01% PW
$2.35M
209.60K SH
COM
LK
0.01% PW
$2.29M
117.40K SH
SPONSORED ADS
ZNGA
0.01% PW
$2.28M
372.10K SH
CL A
GSKY
0.01% PW
$2.25M
182.90K SH
PUT
OSTK
0.01% PW
$2.14M
157.30K SH
COM
OSTK
0.01% PW
$2.14M
157.30K SH
PUT
GO
0.01% PW
$1.97M
60.00K SH
COM
HIIQ
0.01% PW
$1.96M
75.60K SH
PUT
HERBALIFE LTD
0.01% PW
$1.94M
2.00M SH
PRN
BMRN
0.01% PW
$1.88M
22.00K SH
COM
OMER
0.01% PW
$1.76M
112.10K SH
PUT
OMER
0.01% PW
$1.76M
112.10K SH
COM
HEXO
0.01% PW
$1.64M
309.00K SH
PUT
HEXO
0.01% PW
$1.64M
309.00K SH
COM
GSKY
0.01% PW
$1.63M
132.90K SH
CL A
TLRY
0.01% PW
$1.60M
34.30K SH
PUT
JMIA
0.01% PW
$1.53M
57.90K SH
PUT
TLRY
0.01% PW
$1.52M
32.70K SH
COM CL 2
INSG
0.01% PW
$1.49M
310.10K SH
COM
INSG
0.01% PW
$1.49M
310.10K SH
PUT
RAD
0.01% PW
$1.48M
185.20K SH
COM
RAD
0.01% PW
$1.48M
185.20K SH
PUT
JMIA
0.01% PW
$1.48M
55.90K SH
SPONSORED ADS
KNDI
0.01% PW
$1.45M
293.10K SH
PUT
KNDI
0.01% PW
$1.44M
293.10K SH
COM
NBEV
0.01% PW
$1.41M
301.80K SH
PUT
NBEV
0.01% PW
$1.36M
291.80K SH
COM
LK
0.01% PW
$1.31M
67.40K SH
PUT
HIIQ
0.01% PW
$1.31M
50.61K SH
COM CL A
HEAR
0.01% PW
$1.31M
113.00K SH
PUT
AXDX
0.01% PW
$1.30M
56.80K SH
PUT
AXDX
0.01% PW
$1.30M
56.80K SH
COM
FPAC/WS
0.01% PW
$1.28M
1.00M SH
*W EXP 06/01/202
SONO
0.01% PW
$1.27M
112.00K SH
COM
SONO
0.01% PW
$1.27M
112.00K SH
PUT
HEAR
0.01% PW
$1.26M
109.00K SH
COM NEW
TEUM
0.01% PW
$1.25M
480.50K SH
PUT
MRNA
0.01% PW
$1.23M
84.10K SH
COM
MRNA
0.01% PW
$1.23M
84.10K SH
PUT
TEUM
0.01% PW
$1.22M
468.00K SH
COM NEW
ZYNE
0.01% PW
$1.22M
89.70K SH
COM
ZYNE
0.01% PW
$1.22M
89.70K SH
PUT
CRBP
0.01% PW
$1.04M
150.00K SH
PUT
CRBP
0.01% PW
$1.04M
150.00K SH
COM
AMRS
0.01% PW
$1.00M
281.10K SH
PUT
AMRS
0.01% PW
$1.00M
281.10K SH
COM NEW
NEPT
0.01% PW
$982.00K
225.70K SH
PUT
NEPT
0.01% PW
$981.80K
225.70K SH
COM
APHA
0.01% PW
$958.00K
136.70K SH
PUT
QTWO
0.01% PW
$946.86K
12.40K SH
COM
EOLS
<0.01% PW
$925.00K
63.30K SH
PUT
EOLS
<0.01% PW
$826.03K
56.50K SH
COM
MLNT
<0.01% PW
$821.28K
123.50K SH
COM NEW
XON
<0.01% PW
$820.00K
107.00K SH
CALL
MLNT
<0.01% PW
$788.00K
118.50K SH
PUT
AAOI
<0.01% PW
$758.00K
73.70K SH
PUT
AAOI
<0.01% PW
$757.64K
73.70K SH
COM
CYRX
<0.01% PW
$751.12K
41.00K SH
COM PAR $0.001
CYRX
<0.01% PW
$751.00K
41.00K SH
PUT
STOK
<0.01% PW
$729.25K
25.00K SH
COM
GTT
<0.01% PW
$711.04K
40.40K SH
COM
GTT
<0.01% PW
$711.00K
40.40K SH
PUT
UXIN
<0.01% PW
$695.20K
316.00K SH
ADS
UXIN
<0.01% PW
$695.00K
316.00K SH
PUT
HIIQ
<0.01% PW
$648.00K
25.00K SH
CALL
LQDA
<0.01% PW
$640.00K
80.00K SH
COM
GSAH/WS
<0.01% PW
$638.00K
500.00K SH
*W EXP 06/12/202
GSKY
<0.01% PW
$615.00K
50.00K SH
CALL
CTST
<0.01% PW
$609.43K
121.40K SH
COM
CTST
<0.01% PW
$609.00K
121.40K SH
PUT
PLUG
<0.01% PW
$549.00K
243.90K SH
PUT
PLUG
<0.01% PW
$548.78K
243.90K SH
COM NEW
EB
<0.01% PW
$494.10K
30.50K SH
COM CL A
EB
<0.01% PW
$494.00K
30.50K SH
PUT
VNE
<0.01% PW
$492.00K
28.40K SH
PUT
VNE
<0.01% PW
$491.60K
28.40K SH
COM
APHA
<0.01% PW
$488.60K
69.70K SH
COM
DOVA
<0.01% PW
$368.01K
26.10K SH
COM
DOVA
<0.01% PW
$368.00K
26.10K SH
PUT
TRXC
<0.01% PW
$337.28K
248.00K SH
COM NEW
TRXC
<0.01% PW
$337.00K
248.00K SH
PUT
NEBUW
<0.01% PW
$333.33K
333.33K SH
*W EXP 03/12/202
TXMD
<0.01% PW
$327.34K
125.90K SH
COM
TXMD
<0.01% PW
$327.00K
125.90K SH
PUT
TXMD
<0.01% PW
$325.00K
125.00K SH
CALL
XON
<0.01% PW
$300.72K
39.26K SH
COM
XON
<0.01% PW
$299.00K
39.00K SH
PUT
BE
<0.01% PW
$296.00K
24.10K SH
PUT
BE
<0.01% PW
$295.71K
24.10K SH
COM CL A
HEAR
<0.01% PW
$289.00K
25.00K SH
CALL
AVEO
<0.01% PW
$244.24K
362.80K SH
COM
ZIOP
<0.01% PW
$241.00K
41.30K SH
PUT
ZIOP
<0.01% PW
$212.21K
36.40K SH
COM
ACRX
<0.01% PW
$202.00K
79.80K SH
PUT
ACRX
<0.01% PW
$201.89K
79.80K SH
COM
WTRH
<0.01% PW
$191.22K
30.40K SH
COM
WTRH
<0.01% PW
$191.00K
30.40K SH
PUT
OCUL
<0.01% PW
$188.32K
42.80K SH
COM
OCUL
<0.01% PW
$188.00K
42.80K SH
PUT
STNLW
<0.01% PW
$163.33K
233.33K SH
*W EXP 11/02/202
WATT
<0.01% PW
$141.00K
32.20K SH
PUT
WATT
<0.01% PW
$140.71K
32.20K SH
COM
VSTM
<0.01% PW
$77.16K
51.10K SH
COM
VSTM
<0.01% PW
$77.00K
51.10K SH
PUT
EOLS
<0.01% PW
$56.00K
3.80K SH
CALL
HYRE
<0.01% PW
$35.28K
8.40K SH
COM
HYRE
<0.01% PW
$35.00K
8.40K SH
PUT
TME
0.00% PW
($124.81K)
(7.90K SH)
SPON ADS
LTHM
0.00% PW
($134.73K)
(15.00K SH)
COM
INSY
0.00% PW
($137.86K)
(51.10K SH)
COM NEW
LARE
0.00% PW
($138.00K)
(3.80K SH)
PUT
LARE
0.00% PW
($138.00K)
(3.80K SH)
ETFMG ALTR HRVST
TME
0.00% PW
($143.00K)
(7.90K SH)
PUT
NIO
0.00% PW
($154.00K)
(30.20K SH)
CALL
LTHM
0.00% PW
($184.00K)
(15.00K SH)
PUT
INSY
0.00% PW
($236.00K)
(51.10K SH)
PUT
BITA
0.00% PW
($257.50K)
(21.30K SH)
SPONSORED ADS
AVEO
0.00% PW
($298.00K)
(362.80K SH)
PUT
HIMX
0.00% PW
($337.00K)
(105.50K SH)
PUT
BITA
0.00% PW
($339.00K)
(21.30K SH)
PUT
HIMX
0.00% PW
($348.55K)
(105.55K SH)
SPONSORED ADR
SPWR
0.00% PW
($476.49K)
(58.70K SH)
COM
TELL
0.00% PW
($714.57K)
(80.40K SH)
COM
OSTK
0.00% PW
($831.00K)
(50.00K SH)
CALL
TELL
0.00% PW
($900.00K)
(80.40K SH)
PUT
BILI
0.00% PW
($947.79K)
(58.70K SH)
SPONS ADS REP Z
PCG
0.00% PW
($2.00M)
(112.10K SH)
PUT
ARES CAP CORP
0.00% PW
($2.19M)
(2.21M SH)
PRN
SNAP
0.00% PW
($3.17M)
(259.30K SH)
CL A
SFIX
0.00% PW
($3.55M)
(132.30K SH)
COM CL A
SFIX
0.00% PW
($3.74M)
(132.30K SH)
PUT
CDAY
0.00% PW
($3.80M)
(75.00K SH)
COM
AEPCU
0.00% PW
($3.83M)
(75.00K SH)
UNIT 03/15/2022
MGM
0.00% PW
($4.36M)
(163.10K SH)
COM
UNVR
0.00% PW
($5.30M)
(242.60K SH)
COM
FTCH
0.00% PW
($5.78M)
(250.00K SH)
ORD SH CL A
PS
0.00% PW
($5.93M)
(184.80K SH)
COM CL A
PROSPECT CAPITAL CORPORATION
0.00% PW
($6.41M)
(6.50M SH)
PRN
AIZ
0.00% PW
($7.68M)
(77.75K SH)
COM
AZN
0.00% PW
($9.68M)
(246.89K SH)
SPONSORED ADR
CGC
0.00% PW
($9.85M)
(227.10K SH)
CALL
RESTORATION HARDWARE HLDGS I
0.00% PW
($10.28M)
(10.21M SH)
PRN
IEF
0.00% PW
($10.67M)
(100.00K SH)
PUT
LEVI
0.00% PW
($10.91M)
(495.82K SH)
CL A COM STK
LLY
0.00% PW
($12.98M)
(100.00K SH)
CALL
WCG
0.00% PW
($37.24M)
(135.06K SH)
COM
DHR/PA
0.00% PW
($42.52M)
(40.50K SH)
4.75 MND CV PFD
MRK
0.00% PW
($56.32M)
(701.88K SH)
COM
VSM
0.00% PW
($59.36M)
(1.15M SH)
COM
ELAN
0.00% PW
($68.05M)
(2.10M SH)
COM
GOOGL
0.00% PW
($107.45M)
(91.30K SH)
CALL
DWDP
0.00% PW
($207.61M)
(3.89M SH)
CALL
BABA
0.00% PW
($214.38M)
(1.18M SH)
PUT
Top 10 Holdings
AABA
$689.95M, 4%
AMZN
$339.56M, 2%
MA
$308.45M, 2%
BAC
$308.02M, 2%
UBER
$291.62M, 2%
SHW
$280.34M, 1%
HLT
$264.32M, 1%
BABA
$246.65M, 1%
MSFT
$239.09M, 1%
NFLX
$228.72M, 1%
2019-06-3017.02%
Top 10 Stocks by Quarter
Portfolio Money Flow
Total Value of Stock Holdings
2015
2016
2017
2018
2019
$10B
$20B
$30B
Money Infows
Money Outflows
2015
2016
2017
2018
2019
-$10B
-$5B
$0
$5B
$10B
Key Terms
Top Percentile is a filter to get holdings of a portfolio in a selected percentile. For example, you may enter 30 to show only holdings in the top 30 percentile by weight.
Change Rate is defined for each holding as follows:
  • Change rate for new position is 100% New.
  • Change rate for an Increased Position is defined as number of new shares out of total shares in the latest quarter. For example, a fund increased its AAPL position by 700 to 1000 shares in the latest quarter, then the change rate for the position is 70% New = (700/1000)*100.
  • Change rate for a Decreased Position is defined as number shares sold out of total shares in the last quarter.
  • Change rate for sold out position is 100% Sold.
appeared in the Current Period holding cards represent the position activities reported in the latest filing quarter.