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6 Meridian

SEC CIK
0001730551
Latest filing
Feb 1, 2022

The latest 13F from 6 Meridian covers Q4 2021 (filed Feb 1, 2022): 411 long positions worth $1.37B. The top 10 holdings make up 57.5% of the portfolio, and the largest is Exchange Traded Concepts Tru at 18.5%. Livermore has 4 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q4 2021

Share counts compared with Q3 2021: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
46
Est. +$18.3M
Added
230
Est. +$47.1M
Reduced
135
Est. −$22.1M
Sold out
23
Est. −$8.11M

Top 5 holdings

Share of this quarter's portfolio value

  1. Exchange Traded Concepts Tru301505665
    18.5%$252.4M
  2. Exchange Traded Concepts Tr301505681
    12.0%$163.5M
  3. Exchange Traded Concepts Tr301505699
    10.7%$145.7M
  4. Exchange Traded Concepts Tr301505673
    4.7%$64.5M
  5. JPMorgan Ultra-Short Income ETF46641Q837
    2.7%$36.4M

Biggest buys

New and added positions, by estimated amount bought

  1. Exchange Traded Concepts Tr301505616
    +$8.91MAdded
  2. Vanguard Scottsdale FDS92206C102
    +$6.04MAdded
  3. Goldman Sachs ETF Tr381430230
    +$4.67MAdded
  4. Invesco Actively Managed Exc46090A879
    +$4.39MAdded
  5. Exchange Traded Concepts Tru301505665
    +$3.78MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Exchange Traded Concepts Tr301505616
    +0.67 pp1.5% → 2.2%
  2. Vanguard Scottsdale FDS92206C102
    +0.30 pp1.8% → 2.1%
  3. Exchange Traded Concepts Tr301505699
    +0.30 pp10.4% → 10.7%
  4. Goldman Sachs ETF Tr381430230
    +0.24 pp1.4% → 1.6%
  5. Invesco Actively Managed Exc46090A879
    +0.23 pp1.3% → 1.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. KYNKayne Anderson Energy Infrastructure Fund, Inc.
    −$2.72MReducedHistory
  2. ADXAdams Diversified Equity Fund, Inc.
    −$1.78MReducedHistory
  3. AWFAlliancebernstein Global High Income Fund Inc
    −$1.49MReducedHistory
  4. VTAInvesco Dynamic Credit Opportunities Fund
    −$1.17MSold outHistory
  5. EMDWestern Asset Emerging Markets Debt Fund Inc.
    −$1.14MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. VanEck ETF Trust92189H300
    −0.23 pp1.6% → 1.3%
  2. KYNKayne Anderson Energy Infrastructure Fund, Inc.
    −0.22 pp0.2% → <0.1%History
  3. SPDR Index Shs FDS78463X400
    −0.17 pp1.2% → 1.0%
  4. ADXAdams Diversified Equity Fund, Inc.
    −0.15 pp0.2% → 0.1%History
  5. AWFAlliancebernstein Global High Income Fund Inc
    −0.12 pp0.1% → <0.1%History

Metrics

13F metrics for Q4 2021, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.37B
+$98.3M (+7.8%) vs. prior quarter
Positions
411
+23 vs. prior quarter
Top 10 concentration
57.5%
Top 10 as share of value
Turnover
2.3%
Q4 2021, one quarter
Average holding period
3.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

4 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.37B (Q4 2021)

Q1 2021: $1.17BQ2 2021: $1.26BQ3 2021: $1.27BQ4 2021: $1.37B
Q1 2021Q4 2021
13F filings of 6 Meridian by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2021Feb 1, 2022411$1.37BExchange Traded Concepts TruExchange Traded Concepts TrExchange Traded Concepts Trvs. Q3 2021SEC
Q3 2021Nov 3, 2021388$1.27BExchange Traded Concepts TruExchange Traded Concepts TrExchange Traded Concepts Trvs. Q2 2021SEC
Q2 2021Jul 14, 2021389$1.26BExchange Traded Concepts TruExchange Traded Concepts TrExchange Traded Concepts Trvs. Q1 2021SEC
Q1 2021Apr 22, 2021397$1.17BExchange Traded Concepts TruExchange Traded Concepts TrExchange Traded Concepts Tr–SEC