Consensus Moves

First time 3+ managers have ever held this stock — brand new positions only (changes.new). ETFs excluded.

Existing positions increased 20%+ by 3+ managers this quarter. These managers already held the stock — this is conviction sizing, not a new bet. ETFs excluded.

Stocks trimmed or fully exited by 3 or more managers this quarter

Most widely-held stocks (5+ managers) where at least one manager made a move this quarter