13F QoQ Ownership Changes
AUNA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 7 new · 12 added · 8 reduced · 5 exited
New Positions(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 40,911 | +40,911 | $201.3K | +$201.3K | — |
| Squarepoint Ops LLC | 39,742 | +39,742 | $195.5K | +$195.5K | — |
| XTX Topco Ltd | 32,920 | +32,920 | $162.0K | +$162.0K | — |
| Heron Bay Capital Management | 28,098 | +28,098 | $138.2K | +$138.2K | — |
| OCCUDO QUANTITATIVE STRATEGIES LP | 17,079 | +17,079 | $84.0K | +$84.0K | — |
| Clear Harbor Asset Management, LLC | 12,845 | +12,845 | $63.2K | +$63.2K | — |
| World Investment Advisors | 10,549 | +10,549 | $51.9K | +$51.9K | — |
Added To(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 162,992 | +129,799 | $801.9K | +$578.9K | 391.0% |
| MORGAN STANLEY | 266,452 | +14,588 | $1.3M | -$381.6K | 5.8% |
| CITADEL ADVISORS LLC | 125,693 | +89,341 | $618.4K | +$374.1K | 245.8% |
| BlackRock, Inc. | 598,774 | +206,319 | $2.9M | +$308.7K | 52.6% |
| UBS Group AG | 94,518 | +39,610 | $465.0K | +$96.0K | 72.1% |
| MILLENNIUM MANAGEMENT LLC | 26,475 | +14,170 | $130.3K | +$47.6K | 115.2% |
| STATE STREET CORP | 19,372 | +872 | $95.3K | -$29.0K | 4.7% |
| BANK OF AMERICA CORP /DE/ | 4,744 | +4,344 | $23.3K | +$20.7K | 1086.0% |
| GOLDMAN SACHS GROUP INC | 71,645 | +21,579 | $352.5K | +$16.0K | 43.1% |
| Sage Investment Counsel LLC | 16,000 | +6,000 | $78.7K | +$11.5K | 60.0% |
| Virtu Financial LLC | 16,029 | +4,856 | $79 | +$4 | 43.5% |
| Royal Bank of Canada | 20 | +2 | $0 | $0 | 11.1% |
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fiera Capital Corp | 914,396 | -643,962 | $4.5M | -$6.0M | -41.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,884,000 | 0 | $9.3M | -$3.4M | 0.0% |
| DELTEC ASSET MANAGEMENT LLC | 10,500 | -80,000 | $51.7K | -$556.5K | -88.4% |
| RENAISSANCE TECHNOLOGIES LLC | 113,750 | -23,750 | $559.6K | -$364.4K | -17.3% |
| S-Bank Fund Management Ltd | 20,401 | 0 | $100.4K | -$36.7K | 0.0% |
| Russell Investments Group, Ltd. | 17,317 | 0 | $85.2K | -$31.2K | 0.0% |
| Verde Servicos Internacionais S.A. | 323,208 | -736 | $1.6K | -$587 | -0.2% |
| SBI Securities Co., Ltd. | 31 | 0 | $153 | -$55 | 0.0% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 0 | -46,852 | $0 | -$314.8K | — |
| HOHIMER WEALTH MANAGEMENT, LLC | 0 | -31,727 | $0 | -$213.2K | — |
| OSAIC HOLDINGS, INC. | 0 | -2,500 | $0 | -$16.8K | — |
| BNP PARIBAS FINANCIAL MARKETS | 0 | -1,657 | $0 | -$11.1K | — |
| CITIGROUP INC | 0 | -204 | $0 | -$1.4K | — |