Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$299M
Lifetime buys
$11.74B
Lifetime sells
$13.09B
Quarter activity
What changed in 2023Q4 - net new, added, trimmed, exited.
New positions6 names
Added to14 names
- CICIGNA CORP NEW+593,707$177.8M
- CTVACORTEVA INC+2,529,539$121.2M
- DXCDXC TECHNOLOGY CO+3,272,212$74.8M
- THCTENET HEALTHCARE CORP+877,180$66.3M
- G21810CLARIVATE PLC+4,472,302$41.4M
- METAMETA PLATFORMS INC+101,915$36.1M
- MYGNMYRIAD GENETICS INC+1,500,000$28.7M
- ESIELEMENT SOLUTIONS INC+979,798$22.7M
- DNBDUN & BRADSTREET HLDGS INC+1,655,510$19.4M
- ALITALIGHT INC+1,835,481$15.7M
- GPNGLOBAL PMTS INC+100,993$12.8M
- ELVANTHEM INC+22,982$10.8M
- + 2 more…
Trimmed17 names
- INTCINTEL CORP−1,744,329$87.7M
- FISVFISERV INC−326,656$43.4M
- AMZNAMAZON COM INC−259,972$39.5M
- USFDUS FOODS HLDG CORP−497,994$22.6M
- HCAHCA HEALTHCARE INC−78,943$21.4M
- CHTRCHARTER COMMUNICATIONS INC N−54,154$21.0M
- EXPEEXPEDIA GROUP INC−105,874$16.1M
- MCKMCKESSON CORP−31,179$14.4M
- BKDBROOKDALE SR LIVING INC−1,700,000$9.9M
- UBERUBER TECHNOLOGIES INC−150,000$9.2M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN−157,261$9.1M
- VVVVALVOLINE INC−211,849$8.0M
- + 5 more…
Exited12 names
- ATVIEURACTIVISION BLIZZARD INC−1,181,744$110.6M
- G6095LAPTIV PLC−823,537$81.2M
- TFXTELEFLEX INCORPORATED−380,711$74.8M
- DDDUPONT DE NEMOURS INC−432,580$32.3M
- AVTRAVANTOR INC−1,019,890$21.5M
- MASIMASIMO CORP−208,848$18.3M
- G5960LMEDTRONIC PLC−179,928$14.1M
- MSFTMICROSOFT CORP−29,915$9.4M
- MTCHMATCH GROUP INC NEW−218,012$8.5M
- MKSIMKS INSTRS INC−56,350$4.9M
- 084310BERKELEY LTS INC−3,816,313$3.8M
- 13781YCANO HEALTH INC−1,000,000$254K
Recent transactions
Last 20 moves
TRIM
THERMO FISHER SCIENTIFIC INC
−58,994
~$579.45 · 2025Q4
2026-02-17
NEW
SENSIENT TECHNOLOGIES CORP
+50,000
~$93.95 · 2025Q4
2026-02-17
ADD
BAUSCH PLUS LOMB CORP
+100,000
~$17.08 · 2025Q4
2026-02-17
ADD
BUTTERFLY NETWORK INC
+4,379,911
~$3.80 · 2025Q4
2026-02-17
ADD
CENTENE CORP DEL
+1,483,922
~$41.15 · 2025Q4
2026-02-17
SOLD
CLARIVATE PLC
−4,960,255
~$3.83 · 2025Q4
2026-02-17
TRIM
DANAHER CORPORATION
−64,227
~$228.92 · 2025Q4
2026-02-17
TRIM
DICKS SPORTING GOODS INC
−67,690
~$197.97 · 2025Q4
2026-02-17
SOLD
DUPONT DE NEMOURS INC
−128,480
~$77.90 · 2025Q4
2026-02-17
ADD
ELEMENT SOLUTIONS INC
+626,720
~$24.99 · 2025Q4
2026-02-17
SOLD
ENCOMPASS HEALTH CORP
−167,637
~$127.02 · 2025Q4
2026-02-17