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LMR PARTNERS LLP

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LONDON X0 Investment Advisor Hedge Fund
13F Summary
LMR Partners LLP is based out of London. LMR Partners LLP is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $8,756,815,127 in managed 13F securities and a top 10 holdings concentration of 26.1%. LMR Partners LLP's largest holding is iShares Russell 2000 ETF-iShares Russell 2000 ETF with shares held of 3,768,400. Whalewisdom has at least 43 13F filings, and 68 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IWM iShares Russell 2000 8.64%
IWM iShares Russell 2000 3.21%
AAPL Apple Inc 2.51%
QQQ Invesco QQQ Trust, S 2.44%
MUB iShares National Mun 1.98%

2023-12-31

13F Activity

Market Value $8.76b, Prior: $8.90b
New Purchases 320 stocks
Added To 157 stocks
Sold out of 271 stocks
Reduced holdings in 132 stocks
Top 10 Holdings % 26.1%
Turnover %[1] 60.62%
Turnover Alt %[2] 37.02%
Time Held Top 20 1.1 quarters
Time Held Top 10 1.2 quarters
Time Held All 3.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance