NEOS Investment Management LLC historic quarter change: USA SPAC Units, Reduced
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, NEOS Investment Management LLC opened 0 positions, added to 8, reduced 0 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2001019), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bahl & Gaynor LLC | United States | $19.830B | 327 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | United States | $19.628B | 1,755 |
| Steward Partners Investment Advisory, LLC | United States | $19.609B | 4,416 |
| MetLife Investment Management, LLC | United States | $19.608B | 2,765 |
| H&H International Investment, LLC | United States | $20.004B | 19 |
| Select Equity Group, L.P. | United States | $19.533B | 179 |
| Resona Asset Management Co.,Ltd. | Japan | $20.073B | 791 |
| Elliott Investment Management L.P. | United States | $20.115B | 33 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | United States | $20.123B | 2,776 |
| M&G Plc | United Kingdom | $19.360B | 424 |