Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2017 · compared with Q3 2017
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $329M
- Weight of 13F
- 8.2%
- Names
- 22
- Net bought
- −$1.5M
Filed 6 February 2018 · SEC filing.
555 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202636 names$1.0B+$430M
- Q1 202639 names$418M−$236M
- Q4 202540 names$729M+$142M
- Q3 202538 names$726M−$131M
- Q2 202543 names$863M−$55.9M
- Q1 202550 names$815M+$277M
- Q4 202459 names$672M−$1.0M
- Q3 202469 names$682M−$54.5M
- Q2 202476 names$750M−$8.5M
- Q1 202453 names$861M+$144M
- Q4 202370 names$620M−$81.0M
- Q3 202373 names$604M+$75.0M
- Q2 202376 names$582M+$35.4M
- Q1 202376 names$541M−$55.5M
- Q4 202275 names$501M+$95.6M
- Q3 202273 names$414M+$25.7M
- Q2 202274 names$406M−$26.7M
- Q1 202265 names$614M−$362M
- Q4 202173 names$1.1B+$48.6M
- Q3 202178 names$1.0B−$16.0M
- Q2 202168 names$984M+$29.7M
- Q1 202170 names$847M+$243M
- Q4 202068 names$826M−$134M
- Q3 202067 names$830M+$49.7M
- Q2 202078 names$688M+$13.9M
- Q1 202074 names$482M−$582K
- Q4 201984 names$527M−$20.8M
- Q3 201979 names$501M+$50.7M
- Q2 201975 names$450M+$4.5M
- Q1 201964 names$415M−$13.6M
- Q4 201865 names$361M−$17.9M
- Q3 201862 names$430M+$16.4M
- Q2 201849 names$369M−$16.3M
- Q1 201842 names$356M+$11.9M
- Q4 201722 names$329M−$1.5M
- Q3 201716 names$317M+$16.9M
- Q2 201717 names$291M+$21.3M
- Q1 201717 names$241M+$4.6M
- Q4 20168 names$225M−$20.3M
- Q3 20165 names$239M+$39.9M
- Q2 20165 names$196M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- NICENICE1,687,524 shares · 47.2% of their software · price +$17.9M$155M−$5.1M
- Check PointCHKP430,630 shares · 13.6% of their software · price −$4.5M$44.6M+$3.2M
- Amdocs LimitedDOX607,698 shares · 12.1% of their software · price +$705K$39.9M−$1.1M
- MicrosoftMSFT360,433 shares · 9.4% of their software · price +$4.0M$30.8M−$5.5M
- OracleORCL425,966 shares · 6.1% of their software$20.1MFlat
- WixWIX344,261 shares · 6.0% of their software · price −$4.9M$19.8M+$2.6M
- Allot Ltd.ALLT2,036,431 shares · 3.3% of their software$10.9MFlat
- SalesforceCRM22,155 shares · 0.7% of their software$2.3MNew · +$2.1M
- Block, Inc.XYZ53,601 shares · 0.6% of their software$1.9MNew · +$1.5M
- QualysQLYS7,249 shares · 0.1% of their software$430KFlat
- FortinetFTNT9,315 shares · 0.1% of their software$407KFlat
- Automatic Data Processing, Inc.ADP3,463 shares · 0.1% of their software$406KFlat
- GoDaddyGDDY6,888 shares · 0.1% of their software$346KNew · Flat
- The Trade DeskTTD7,065 shares · 0.1% of their software$323KNew · Flat
- Palo Alto NetworksPANW2,150 shares · 0.1% of their software$312KFlat
- Rapid7RPD13,421 shares · 0.1% of their software$250KFlat
- F5, Inc.FFIV1,753 shares · 0.1% of their software$230KFlat
- VeriSign, Inc.VRSN1,899 shares · 0.1% of their software$217KFlat
- Radware Ltd.RDWR8,944 shares · 0.1% of their software$174KNew · Flat
- InterDigital, Inc.IDCC1,995 shares · 0.0% of their software$151KFlat
- Euronet Worldwide, Inc.EEFT1,605 shares · 0.0% of their software$135KNew · Flat
- Paychex, Inc.PAYX451 shares · 0.0% of their software$30KFlat