Generalist · London, United Kingdom
Man Group
Q4 2018 · compared with Q3 2018
Filed as Man Group PLC
- Software
- $1.7B
- Weight of 13F
- 7.8%
- Names
- 74
- Net bought
- +$34.0M
Filed 14 February 2019 · SEC filing.
1,799 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 2026146 names · $528M in calls, not in the total$4.1B−$109M
- Q1 2026155 names · $585M in calls, not in the total$4.3B−$75.8M
- Q4 2025146 names · $437M in calls, not in the total$5.7B+$1.3B
- Q3 2025146 names · $521M in calls, not in the total$6.2B+$271M
- Q2 2025154 names · $611M in calls, not in the total$6.2B+$2.0B
- Q1 2025149 names · $359M in calls, not in the total$3.3B−$63.0M
- Q4 2024152 names · $361M in calls, not in the total$3.7B+$199M
- Q3 2024138 names · $233M in calls, not in the total$3.4B−$334M
- Q2 2024143 names · $124M in calls, not in the total$3.6B−$346M
- Q1 2024150 names · $87.1M in calls, not in the total$4.0B−$228M
- Q4 2023152 names · $71.1M in calls, not in the total$4.1B+$3.5B
- Q3 20230 names$0−$3.4B
- Q2 2023131 names · $6.2M in calls, not in the total$3.4B+$3.0B
- Q1 20230 names · $231K in calls, not in the total$0−$2.5B
- Q4 2022114 names$2.5B+$435M
- Q3 2022114 names$2.0B+$2.1B
- Q2 20220 names$0−$2.8B
- Q1 2022116 names · $3.0M in calls, not in the total$2.8B−$142M
- Q4 2021114 names · $581K in calls, not in the total$3.4B+$7.2M
- Q3 2021119 names · $38K in calls, not in the total$3.2B+$838M
- Q2 2021114 names · $86.6M in calls, not in the total$2.3B+$239M
- Q1 2021111 names$2.0B−$713M
- Q4 2020110 names$2.7B−$413M
- Q3 2020107 names$2.8B+$189M
- Q2 202096 names$2.5B+$306M
- Q1 202084 names$1.5B−$616M
- Q4 201985 names$2.3B+$217M
- Q3 201983 names$1.9B−$233M
- Q2 201991 names$2.3B−$72.5M
- Q1 201991 names$2.2B+$90.8M
- Q4 201874 names$1.7B+$34.0M
- Q3 201886 names$1.9B+$196M
- Q2 201881 names$1.5B+$127M
- Q1 201872 names$1.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,482,108 shares · 21.0% of their software · price −$44.6M$354M−$64.4M
- OracleORCL5,405,812 shares · 14.5% of their software · price −$34.7M$244M+$182M
- AdobeADBE677,462 shares · 9.1% of their software · price −$29.6M$153M−$121M
- CadenceCDNS3,335,047 shares · 8.6% of their software · price −$6.1M$145M+$31.9M
- IntuitINTU687,265 shares · 8.0% of their software · price −$21.0M$135M+$104M
- VeriSign, Inc.VRSN639,385 shares · 5.6% of their software · price −$7.6M$94.8M+$7.2M
- F5, Inc.FFIV335,164 shares · 3.2% of their software · price −$12.5M$54.3M+$33.5M
- NetApp, Inc.NTAP854,451 shares · 3.0% of their software · price −$22.4M$51.0M+$54.5M
- EVERTEC, Inc.EVTC1,375,416 shares · 2.3% of their software · price +$6.3M$39.5M−$5.5M
- Check PointCHKP371,631 shares · 2.3% of their software · price −$5.6M$38.1M−$87.7M
- VeevaVEEV400,949 shares · 2.1% of their software · price −$7.8M$35.8M+$35.3M
- ProgressPRGS941,626 shares · 2.0% of their software$33.4M−$13.4M
- AkamaiAKAM498,535 shares · 1.8% of their software · price −$6.0M$30.5M−$1.2M
- Fair IsaacFICO142,282 shares · 1.6% of their software · price −$5.9M$26.6M−$706K
- Paychex, Inc.PAYX383,908 shares · 1.5% of their software · price −$3.3M$25.0M−$8.8M
- Manhattan AssociatesMANH542,252 shares · 1.4% of their software · price −$6.6M$23.0M−$1.1M
- Palo Alto NetworksPANW79,252 shares · 0.9% of their software · price −$2.9M$14.9M+$4.8M
- Strategy IncMSTR115,130 shares · 0.9% of their software · price −$1.5M$14.7M−$10.7M
- Immersion CorporationIMMR1,120,422 shares · 0.6% of their software · price −$1.8M$10.0MFlat
- CommvaultCVLT162,418 shares · 0.6% of their software · price −$1.8M$9.6M+$2.0M
- SalesforceCRM69,691 shares · 0.6% of their software · price −$1.5M$9.5MFlat
- OpenTextOTEX274,520 shares · 0.5% of their software · price −$1.5M$8.9MFlat
- FactSetFDS43,200 shares · 0.5% of their software · price −$1.0M$8.6M+$4.5M
- FortinetFTNT116,403 shares · 0.5% of their software · price −$2.5M$8.2M−$829K
- Automatic Data Processing, Inc.ADP60,107 shares · 0.5% of their software · price −$1.2M$7.9M−$11.5M
- Upbound Group, Inc.UPBD478,053 shares · 0.5% of their software · price +$865K$7.7M−$12.1M
- PaylocityPCTY120,524 shares · 0.4% of their software · price −$2.4M$7.3M−$1.9M
- InterDigital, Inc.IDCC104,277 shares · 0.4% of their software · price −$1.4M$6.9M−$598K
- SynopsysSNPS78,782 shares · 0.4% of their software · price −$1.1M$6.6M−$2.5M
- ServiceNowNOW35,662 shares · 0.4% of their software · price −$627K$6.4M+$4.8M
- VeriskVRSK49,896 shares · 0.3% of their software · price −$574K$5.4M−$920K
- Amdocs LimitedDOX91,385 shares · 0.3% of their software · price −$676K$5.4M−$7.1M
- Euronet Worldwide, Inc.EEFT48,756 shares · 0.3% of their software$5.0M−$7.4M
- SPS CommerceSPSC58,824 shares · 0.3% of their software · price −$992K$4.8M−$1.0M
- BlackBerry LimitedBB680,238 shares · 0.3% of their software · price −$2.9M$4.8M+$5.7M
- VaronisVRNS81,712 shares · 0.3% of their software · price −$1.7M$4.3M+$4.5M
- Fiserv, Inc.FISV57,782 shares · 0.3% of their software · price −$514K$4.2M−$8.1M
- AutodeskADSK30,560 shares · 0.2% of their software · price −$840K$3.9MFlat
- Roper Technologies, Inc.ROP12,648 shares · 0.2% of their software$3.4M−$2.0M
- BroadridgeBR33,582 shares · 0.2% of their software · price −$1.2M$3.2M−$10.3M
- StoneCo Ltd.STNE129,095 shares · 0.1% of their software$2.4MNew · +$2.4M
- Block, Inc.XYZ41,750 shares · 0.1% of their software · price −$1.8M$2.3M+$2.9M
- WorkdayWDAY13,222 shares · 0.1% of their software$2.1M−$612K
- ACI WorldwideACIW74,241 shares · 0.1% of their software$2.1M−$5.8M
- Sabre CorporationSABR87,212 shares · 0.1% of their software$1.9M−$11.7M
- MorningstarMORN14,899 shares · 0.1% of their software$1.6M+$1.0M
- HubSpotHUBS12,521 shares · 0.1% of their software$1.6M+$1.4M
- eGain CorporationEGAN234,619 shares · 0.1% of their software$1.5M−$586K
- CoStarCSGP3,691 shares · 0.1% of their software$1.2M−$1.5M
- SS&CSSNC27,548 shares · 0.1% of their software$1.2M−$537K
- WEX Inc.WEX7,273 shares · 0.1% of their software$1.0M−$1.8M
- BoxBOX55,116 shares · 0.1% of their software$930KFlat
- OktaOKTA13,633 shares · 0.1% of their software$870K−$548K
- LiveRamp Holdings, Inc.RAMP21,842 shares · 0.1% of their software$844KNew · +$1.1M
- PegasystemsPEGA14,923 shares · 0.0% of their software$714K−$2.5M
- TeradataTDC15,522 shares · 0.0% of their software$595K−$8.9M
- TrimbleTRMB15,317 shares · 0.0% of their software$504KFlat
- MongoDBMDB5,975 shares · 0.0% of their software$500KNew · Flat
- PaycomPAYC3,956 shares · 0.0% of their software$485K−$677K
- QualysQLYS6,200 shares · 0.0% of their software$463K−$1.5M
- BlackbaudBLKB7,258 shares · 0.0% of their software$457K−$2.5M
- YextYEXT27,316 shares · 0.0% of their software$405KFlat
- Ooma, Inc.OOMA29,100 shares · 0.0% of their software$404KFlat
- WixWIX4,031 shares · 0.0% of their software$364KFlat
- DocuSignDOCU9,059 shares · 0.0% of their software$363K−$659K
- ElasticESTC4,596 shares · 0.0% of their software$329KNew · Flat
- GoDaddyGDDY4,811 shares · 0.0% of their software$316K−$4.2M
- DropboxDBX15,420 shares · 0.0% of their software$315K−$6.9M
- Tyler TechnologiesTYL1,661 shares · 0.0% of their software$309KFlat
- PTCPTC3,610 shares · 0.0% of their software$299K−$1.9M
- TenableTENB13,046 shares · 0.0% of their software$290KNew · +$507K
- ShopifySHOP1,576 shares · 0.0% of their software$219KFlat
- NetSol Technologies, Inc.NTWK29,304 shares · 0.0% of their software$180KNew · Flat
- A10 Networks, Inc.ATEN11,800 shares · 0.0% of their software$74KFlat