Question 1

What is a new position?

Accepted Answer

A position is NEW when the filer reported zero shares in the previous quarter and a positive holding this quarter. New positions represent fresh investment theses — capital deployed behind a new idea rather than a follow-on to existing exposure.

Question 2

How does HoldingsIntel rank new positions?

Accepted Answer

Default sort is by Conviction Score (0–100) so the highest-commitment new bets surface first. You can also sort by dollar value, portfolio weight, or filer AUM. Filtering by weight ≥1% finds positions where the fund deployed meaningful capital on the new idea.

Question 3

Is a NEW position guaranteed to be a fresh thesis?

Accepted Answer

Mostly yes. Edge cases: a position can appear NEW after a CUSIP change (corporate action) where HoldingsIntel hasn't yet linked the old and new CUSIPs as aliases. We auto-detect these and reclassify when possible.

#							Quarter
1	Ninety One UK Ltd	??EXXONMOBIL HOLDINGS CORP	$568.6M	3,493,487	1.3%	72	2026-Q3
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	BGBGFI BNY MELLON GLBL FXD INCM ETF	$432.7M	17,565,666	0.6%	61	2026-Q3
3	Assenagon Asset Management S.A.	??EXXONMOBIL HOLDINGS CORP	$376.2M	2,311,692	0.4%	51	2026-Q3
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	??EXXONMOBIL HOLDINGS CORP	$348.6M	2,195,339	0.5%	61	2026-Q3
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	ABI VICTORY PORTFOLIOS II	$333.1M	13,608,492	0.5%	51	2026-Q3
Showing 5 of 3,185 results.3,180 more with Pro.

New Buys

New Buys - latest quarter results