Kellner Merger Fund
Advisors Series Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2020 → Dec 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
CONCHO RESOURCES INC 0 61,600 61,600 4.68% $3.59M
IHS Markit Ltd COM USD0.01 0 36,100 36,100 4.22% $3.24M
REALPAGE INC 0 30,400 30,400 3.45% $2.65M
Xilinx Inc. COM USD0.01 0 18,500 18,500 3.41% $2.62M
BMC STK HLDGS INC 0 44,100 44,100 3.08% $2.37M
SLACK TECHNOLOGIES INC CL A 0 46,100 46,100 2.53% $1.95M
WATFORD HOLDINGS LTD COMMON STOCK USD.01 0 33,500 33,500 1.51% $1.16M
Alexion Pharmaceuticals, Inc. COM USD0.0001 0 7,300 7,300 1.48% $1.14M
EATON VANCE CORP NON VTG 0 16,000 16,000 1.41% $1.09M
EIDOS THERAPEUTICS INC 0.00000000 0 7,300 7,300 1.25% $960.53K
WADDELL and REED FINL INC CL A 0 35,400 35,400 1.17% $901.64K
FRONT YARD RESIDENTIAL CORP B 0 54,300 54,300 1.14% $879.66K
INPHI CORP 0 5,000 5,000 1.04% $802.35K
UROVANT SCIENCES LTD 0 24,700 24,700 0.52% $398.41K
VIRTUSA CORP 0 4,900 4,900 0.33% $250.54K
ENDURANCE INTL GROUP HLDGS INC 0 18,900 18,900 0.23% $178.60K
CIT Group, Inc. COM USD0.01 0 4,600 4,600 0.21% $165.14K
PARSLEY ENERGY INC CL A 0 2,700 2,700 0.05% $38.34K
PIONEER NATURAL RESOURCES CO 0 -338 -338 -0.05% -$38.49K
FIRST CITIZENS BANCSHARES INC CL A 0 -285 -285 -0.21% -$163.67K
Marvell Technology, Inc. 0 -11,614 -11,614 -0.72% -$552.13K
ASTRAZENECA PLC SPONS ADR 0 -15,507 -15,507 -1.01% -$775.19K
SALESFORCE INC 0 -3,575 -3,575 -1.03% -$795.54K
BRIDGEBIO PHARMA INC 0 -11,413 -11,413 -1.06% -$811.58K
BUILDERS FIRSTSOURCE 0 -57,881 -57,881 -3.07% -$2.36M
ADV MICRO DEVICE 0 -31,883 -31,883 -3.80% -$2.92M
S&P GLOBAL INC 0 -10,247 -10,247 -4.38% -$3.37M
CONOCOPHILLIPS 0 -89,936 -89,936 -4.68% -$3.60M
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
E TRADE FINANCIAL CORP 105,242 0 -105,242 0.00% -$5.27M
MOMENTA PHARMACEUTICALS INC 74,100 0 -74,100 0.00% -$3.89M
IMMUNOMEDICS INC 44,600 0 -44,600 0.00% -$3.79M
TAUBMAN CENTERS INC 112,100 0 -112,100 0.00% -$3.73M
Wright Medical Group N.V. EUR0.03 116,600 0 -116,600 0.00% -$3.56M
ADVANCED DISPOSAL SERVICES INC 91,600 0 -91,600 0.00% -$2.77M
ROSETTA STONE INC 70,000 0 -70,000 0.00% -$2.10M
Livongo Health Inc 11,600 0 -11,600 0.00% -$1.62M
AKCEA THERAPEUTICS INC 55,500 0 -55,500 0.00% -$1.01M
Hudson Ltd 119,400 0 -119,400 0.00% -$907.44K
TEXAS CAPITAL BANCSHARES INC 27,538 0 -27,538 0.00% -$857.26K
AIMMUNE THERAPEUTICS INC 22,000 0 -22,000 0.00% -$757.90K
COMMON STOCK USD.08 148,000 0 -148,000 0.00% -$620.12K
Delphi Technologies PLC 34,900 0 -34,900 0.00% -$583.18K
TD AMERITRADE HOLDING CORP 11,600 0 -11,600 0.00% -$454.14K
Bitauto Holdings Ltd 20,800 0 -20,800 0.00% -$327.60K
US ULTRA BOND CBT Sep25 -115 0 115 0.00% $1.06K
ACACIA COMMUNICATIONS INC -5,500 0 5,500 0.00% $370.70K
BORGWARNER INC -15,031 0 15,031 0.00% $582.30K
INDEPENDENT BANK GROUP INC -28,402 0 28,402 0.00% $1.25M
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
U.S. Bank Money Market Deposit Account 40,902,702 44,964,593 4,061,891 58.50% $4.06M
WILLIS TOWERS WA 30,715 32,015 1,300 8.77% $331.01K
NATIONAL GEN HLDGS CORP 68,800 110,700 41,900 4.92% $1.46M
NAVISTAR INTL CORP 45,800 54,200 8,400 3.10% $388.50K
Maxim Integrated Products, Inc. COM USD0.001 -3,900 25,900 29,800 2.99% $2.56M
SINA CORP. 15,800 35,300 19,500 1.95% $822.78K
Sogou Inc 48,900 88,100 39,200 0.93% $283.29K
SCHWAB CHARLES CORP -12,571 -1 12,570 0.00% $455.39K
TELADOC HEALTH INC -6,869 -2 6,867 0.00% $1.51M
MORGAN STANLEY -109,788 -9,332 100,456 -0.83% $4.67M
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
CINEPLEX INC COMMON STOCK 53,300 46,700 -6,600 0.44% $51.49K
ANALOG DEVICES INC 2,457 -16,317 -18,774 -3.14% -$2.70M
AON PLC-CLASS A -33,172 -34,576 -1,404 -9.50% -$461.49K
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
TIFFANY and CO 82,300 82,300 0 14.07% $1.28M
VARIAN MEDICAL SYSTEMS INC 18,300 18,300 0 4.17% $55.08K
CoreLogic, Inc. COM USD0.00001 12,500 12,500 0 1.26% $120.62K
FITBIT INC CL A 73,700 73,700 0 0.65% -$11.79K
Bristol-Myers Squibb Company 9,100 9,100 0 0.01% -$14.20K
PROLOGIS INC REIT 2 2 0 0.00% -$2
DIGITAL REALTY TRUST INC 1 1 0 0.00% -$7
NEWMONT CORP 2 2 0 0.00% -$7
PROSPERITY BNCSH 1 1 0 0.00% $18

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