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NEO · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NEO
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterNEOMCO
Q3 20206 holders, $464m30 holders, $17.0bn
Q4 20205 holders, $880m21 holders, $16.9bn
Q1 20214 holders, $875m17 holders, $16.9bn
Q2 20214 holders, $688m16 holders, $20.2bn
Q3 20214 holders, $937m25 holders, $19.9bn
Q4 20214 holders, $791m25 holders, $22.0bn
Q1 20224 holders, $115m22 holders, $19.1bn
Q2 20223 holders, $38m19 holders, $15.4bn
Q3 20221 holders, $51m21 holders, $13.6bn
Q4 20222 holders, $57m17 holders, $15.5bn
Q1 20232 holders, $132m20 holders, $17.3bn
Q2 20232 holders, $124m25 holders, $19.4bn
Q3 20231 holders, $88m21 holders, $17.2bn
Q4 20231 holders, $103m21 holders, $22.3bn
Q1 20242 holders, $133m22 holders, $21.9bn
Q2 20242 holders, $106m24 holders, $23.6bn
Q3 20242 holders, $98m31 holders, $26.8bn
Q4 20241 holders, $102m31 holders, $25.7bn
Q1 20252 holders, $56m30 holders, $25.2bn
Q2 2025none listed holders, n.a.30 holders, $26.8bn
Q3 2025none listed holders, n.a.31 holders, $26.0bn
Q4 20251 holders, $223k32 holders, $27.7bn
Q1 20261 holders, $141k28 holders, $23.9bn
Q2 2026none listed holders, n.a.31 holders, $24.9bn
NEO

Neogenomics Inc

Holders
1
Reported value
$103m
Buyers
0
Sellers
1

Breadth -1 among 93 comparable managers.

MCO

Moodys Corp

Holders
21
Reported value
$22.3bn
Buyers
12
Sellers
7

Breadth +5 among 93 comparable managers.

Who holds both, Q4 2023

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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