How Institutional Funds Moved on SWX

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
NORGES BANK NORGES BANK opened a new position worth $84,077,065. 2026-06-30
Sixth Street Partners Management Company, L.P. Sixth Street Partners Management Company, L.P. opened a new position worth $69,939,965. 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC increased this position by 27% ($121,964,840 -> $155,448,492). 2026-06-30
FMR LLC FMR LLC increased this position by 10% ($403,615,740 -> $443,232,306). 2026-06-30
ALGERT GLOBAL LLC ALGERT GLOBAL LLC increased this position by 162072% ($18,299 -> $29,675,875). 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC JACOBS LEVY EQUITY MANAGEMENT, INC increased this position by 119% ($23,624,721 -> $51,855,364). 2026-06-30
Weiss Asset Management LP Weiss Asset Management LP increased this position by 1099% ($2,095,594 -> $25,117,901). 2026-06-30
Balyasny Asset Management L.P. Balyasny Asset Management L.P. reduced this position by 67% ($49,178,100 -> $16,226,578). 2026-06-30

Which Funds Hold SWX

Largest reported positions as of 2026-06-30.

FundValueShares
FMR LLC $443,232,306 4,998,109
VANGUARD PORTFOLIO MANAGEMENT LLC $352,370,867 3,973,510
Corvex Management LP $284,533,150 3,208,538
VANGUARD CAPITAL MANAGEMENT LLC $270,262,587 3,047,616
MAVERICK CAPITAL LTD $167,566,003 1,889,558
GEODE CAPITAL MANAGEMENT, LLC $155,448,492 1,752,612
ADAGE CAPITAL PARTNERS GP, L.L.C. $120,118,568 1,354,517
Channing Capital Management, LLC $95,319,294 1,074,868
DIMENSIONAL FUND ADVISORS LP $87,962,401 991,908
GABELLI FUNDS LLC $84,320,757 950,843

Data compiled from public SEC filings. This is informational reporting, not investment advice.

Renaissance Technologies LLC: 13F Portfolio Moves Tracked Quarterly

Summary of Renaissance Technologies LLC portfolio increases for the quarter ending 2026-06-30, highlighting positions like Intel, AutoZone, McKesson, and Five Below.

Quarter Ending 2026-06-30 During the quarter ending 2026-06-30, Renaissance Technologies LLC filed a 13F showing broad-based increases across a wide range of existing holdings, with no reductions listed among the disclosed moves. The most dramatic percentage changes came from smaller starting positions that were scaled up substantially, including Five Below Inc (FIVE), up 16855% to … Read more