First Manhattan CO Purchases and Sells in Q4 2024

First Manhattan CO

$32.1 Billion
Q4 2024

Top Buys

Incresed Positions

193 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	15.9K + 1.03%	$270.87 - $367.87 $4.31M - $5.85M	1.56M $521M
TTWO	116K + 5.43%	$147.66 - $190.46 $17.1M - $22.1M	2.25M $414M
ASML	164K + 59.41%	$658.43 - $872.27 $108M - $143M	440K $305M
NVDA	346K + 26.55%	$117.0 - $148.88 $40.4M - $51.4M	1.65M $221M
V	5.7K + 0.46%	$273.87 - $320.91 $1.56M - $1.83M	1.25M $396M
UNP	242K + 174.46%	$223.15 - $249.32 $54.1M - $60.4M	381K $86.9M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KNSL	40.1K New	$424.05 - $524.22 $17M - $21M	40.1K $18.7M
BL	160K New	$53.92 - $64.91 $8.65M - $10.4M	160K $9.75M
IONQ	178K New	$8.17 - $48.24 $1.45M - $8.56M	178K $7.42M
KD	140K New	$22.43 - $35.79 $3.15M - $5.03M	140K $4.86M
PGR	12.9K New	$239.6 - $268.88 $3.09M - $3.46M	12.9K $3.09M
TDW	52.2K New	$47.0 - $73.31 $2.45M - $3.82M	52.2K $2.85M

Top Sells

Reduced Positions

265 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-34.4K - 2.21%	$485.52 - $625.25 $16.7M - $21.5M	1.52M $770M
DHR	-23.5K - 1.22%	$226.16 - $274.52 $5.32M - $6.46M	1.9M $437M
NSRGY	-396K - 24.54%	$81.7 - $100.47 $32.3M - $39.8M	1.22M $99.4M
MKL	-42.6K - 46.47%	$1542.01 - $1785.11 $65.6M - $76M	49K $84.7M
MSFT	-45.6K - 1.02%	$406.35 - $454.46 $18.5M - $20.7M	4.43M $1.87B
MDLZ	-201K - 7.76%	$59.25 - $72.99 $11.9M - $14.6M	2.38M $142M

Activity Summary All Purchases 238 New Holdings 45 Increased Positions 193 All Sells 265 Reductions 265 Sold out 0 Calls 0 Puts 0

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