Wellington Management Group LLP New Holdings in Q1 2025

Wellington Management Group LLP

  • $503 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FISI
Financial Institutions Inc

Financial Services
612K
New
$24.96 - $29.63 $15.3M - $18.1M
612K $15.3M
NWFL
Norwood Financial Corp

Financial Services
631K
New
$24.13 - $26.73 $15.2M - $16.9M
631K $15.2M
SNEX
Stone X Group Inc.

Financial Services
200K
New
$76.12 - $126.89 $15.2M - $25.3M
200K $15.2M
AMD
Advanced Micro Devices Inc

Technology
148K
New
$96.63 - $129.55 $14.3M - $19.2M
148K $15.2M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
2.13M
New
N/A
2.13M $15.2M
OVV
Ovintiv Inc.

Energy
355K
New
$37.84 - $45.91 $13.4M - $16.3M
355K $15.2M
MOS
Mosaic CO

Basic Materials
562K
New
$23.08 - $28.8 $13M - $16.2M
562K $15.2M
VALE
Vale S.A.

Basic Materials
1.51M
New
$8.5 - $10.19 $12.8M - $15.4M
1.51M $15.1M
BURL
Burlington Stores, Inc.

Consumer Cyclical
63.3K
New
$228.41 - $293.71 $14.5M - $18.6M
63.3K $15.1M
FNV
Franco Nevada Corp

Basic Materials
95.4K
New
$120.72 - $157.56 $11.5M - $15M
95.4K $15M
SCCO
Southern Copper Corp

Basic Materials
161K
New
$85.92 - $101.48 $13.8M - $16.3M
161K $15M
HELE
Helen Of Troy LTD

Consumer Defensive
280K
New
$50.39 - $66.75 $14.1M - $18.7M
280K $15M
NSSC
Napco Security Technologies, Inc

Industrials
649K
New
$23.02 - $37.2 $14.9M - $24.2M
649K $14.9M
NJR
New Jersey Resources Corp

Utilities
305K
New
$45.25 - $49.37 $13.8M - $15M
305K $14.9M
AJX
Great Ajax Corp.

Real Estate
5.08M
New
N/A
5.08M $14.9M
RCII
Rent A Center Inc De

Industrials
556K
New
N/A
556K $14.8M
PGNY
Progyny, Inc.

Healthcare
661K
New
$17.43 - $23.88 $11.5M - $15.8M
661K $14.8M
ASC
Ardmore Shipping Corp

Industrials
1.49M
New
$9.06 - $13.6 $13.5M - $20.2M
1.49M $14.6M
KFRC
Kforce Inc

Industrials
297K
New
$48.42 - $56.93 $14.4M - $16.9M
297K $14.5M
VRNS
Varonis Systems Inc

Technology
358K
New
$39.16 - $46.84 $14M - $16.8M
358K $14.5M
CUZ
Cousins Properties Inc

Real Estate
490K
New
$28.06 - $31.21 $13.7M - $15.3M
490K $14.5M
VSH
Vishay Intertechnology Inc

Technology
908K
New
$15.9 - $19.1 $14.4M - $17.3M
908K $14.4M
INGR
Ingredion Inc

Consumer Defensive
106K
New
$125.6 - $137.36 $13.3M - $14.6M
106K $14.3M
G
Genpact LTD

Technology
284K
New
$42.88 - $55.54 $12.2M - $15.8M
284K $14.3M
FITB
Fifth Third Bancorp

Financial Services
364K
New
$37.48 - $44.96 $13.6M - $16.4M
364K $14.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
112K
New
$123.3 - $154.95 $13.8M - $17.3M
112K $14.3M
LOGI
Logitech International S.A.

Technology
168K
New
$81.64 - $105.06 $13.7M - $17.6M
168K $14.1M
BE
Bloom Energy Corp

Industrials
718K
New
$19.66 - $29.81 $14.1M - $21.4M
718K $14.1M
PPBI
Pacific Premier Bancorp Inc

Financial Services
660K
New
$21.05 - $26.35 $13.9M - $17.4M
660K $14.1M
SYNA
Synaptics Inc

Technology
221K
New
$61.71 - $87.87 $13.6M - $19.4M
221K $14.1M
HMST
Home Street, Inc.

Financial Services
1.18M
New
$8.61 - $11.74 $10.2M - $13.9M
1.18M $13.9M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
831K
New
$16.23 - $22.23 $13.5M - $18.5M
831K $13.8M
FMBH
First Mid Bancshares, Inc.

Financial Services
396K
New
$34.59 - $39.27 $13.7M - $15.6M
396K $13.8M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
355K
New
$38.82 - $64.98 $13.8M - $23.1M
355K $13.8M
CHTR
Charter Communications, Inc.

Communication Services
37.2K
New
$334.89 - $384.77 $12.5M - $14.3M
37.2K $13.7M
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
503K
New
$26.32 - $31.08 $13.2M - $15.6M
503K $13.7M
DNOW
Now Inc.

Energy
802K
New
$12.83 - $17.59 $10.3M - $14.1M
802K $13.7M
FOUR
Shift4 Payments, Inc.

Technology
167K
New
$81.71 - $125.66 $13.7M - $21M
167K $13.7M
HBAN
Huntington Bancshares Inc

Financial Services
910K
New
$14.28 - $17.39 $13M - $15.8M
910K $13.7M
WETF
Wisdom Tree Investments, Inc.

Financial Services
2.49M
New
N/A
2.49M $13.6M
AMAT
Applied Materials Inc

Technology
93.3K
New
$145.06 - $195.51 $13.5M - $18.2M
93.3K $13.5M
DOW
Dow Inc.

Basic Materials
387K
New
$34.36 - $41.92 $13.3M - $16.2M
387K $13.5M
SGH
Smart Global Holdings, Inc.

Technology
779K
New
N/A
779K $13.5M
PRIM
Primoris Services Corp

Industrials
234K
New
$57.27 - $89.03 $13.4M - $20.8M
234K $13.4M
BCO
Brinks CO

Industrials
156K
New
$83.39 - $96.29 $13M - $15M
156K $13.4M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
537K
New
$18.33 - $27.25 $9.85M - $14.6M
537K $13.3M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
993K
New
N/A
993K $13.3M
FSV
First Service Corp

Real Estate
80.2K
New
$159.66 - $185.88 $12.8M - $14.9M
80.2K $13.3M
AMRC
Ameresco, Inc.

Industrials
1.1M
New
$9.29 - $28.17 $10.2M - $31M
1.1M $13.3M
Activity Summary
Buys All Purchases 1915 New Holdings 1914 Increased Positions 1 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 1 Puts 15
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