Atom Investors LP
CIK 1738902 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- IWN2.08%
- MSFT1.64%
- AXTA1.44%
- UNH1.33%
- V1.29%
- COF1.11%
- IEX1.08%
- AWK1.04%
- FTV1.00%
- PH0.98%
Share classes counted separately12.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UNHWeight increased · +1.31 pp0.02% → 1.33%Shares +21.26K (+5098.08%)
- AXTAWeight increased · +1.00 pp0.44% → 1.44%Shares +253.14K (+198.58%)
- MSFTWeight increased · +0.91 pp0.73% → 1.64%Shares +20.10K (+123.48%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $19.89M | 2.08% | 119.22K shares | 1.67% → 2.08%+0.41 pp +9.83K (+8.99%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $15.65M | 1.64% | 36.38K shares | 0.73% → 1.64%+0.91 pp +20.10K (+123.48%) | Added | ↗▾ |
| 03 | AXTAAXALTA COATING SYSTEMS LTD View history and evidence | $13.77M | 1.44% | 380.62K shares | 0.44% → 1.44%+1.00 pp +253.14K (+198.58%) | Added | ↗▾ |
| 04 | UNHUNITEDHEALTH GROUP INC View history and evidence | $12.67M | 1.33% | 21.68K shares | 0.02% → 1.33%+1.31 pp +21.26K (+5098.08%) | Added | ↗▾ |
| 05 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $12.29M | 1.29% | 44.69K shares | 1.16% → 1.29%+0.13 pp +327 (+0.74%) | Added | ↗▾ |
| 06 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $10.56M | 1.11% | 70.55K shares | Prior unavailable +70.55K | New | ↗▾ |
| 07 | IEXIDEX CORP View history and evidence | $10.34M | 1.08% | 48.20K shares | 0.92% → 1.08%+0.16 pp +2.45K (+5.35%) | Added | ↗▾ |
| 08 | AWKAMERICAN WATER WORKS CO INC View history and evidence | $9.94M | 1.04% | 67.99K shares | 1.02% → 1.04%+0.02 pp -10.85K (-13.77%) | Reduced | ↗▾ |
| 09 | FTVFORTIVE CORP View history and evidence | $9.53M | 1.00% | 120.76K shares | 1.09% → 1.00%-0.09 pp -26.99K (-18.27%) | Reduced | ↗▾ |
| 10 | PHPARKER HANNIFIN CORP View history and evidence | $9.36M | 0.98% | 14.81K shares | 0.70% → 0.98%+0.28 pp +1.04K (+7.59%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 191
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| REG REGENCY CENTERS CORP | Non-derivative | -184,567 | -$11.48M | SEC filing ↗ | SEC filing ↗ |
| AMH AMERICAN HOMES 4 RENT- A | Non-derivative | -243,778 | -$9.06M | SEC filing ↗ | SEC filing ↗ |
| INVH INVITATION HOMES INC | Non-derivative | -227,525 | -$8.17M | SEC filing ↗ | SEC filing ↗ |
3 / 191 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1738902 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 955161445
}Research all 456 reported holdings.
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