Analyzing 6 Meridian Q3 2021 vs. Q4 2021 13F Holdings: A Comprehensive Guide to Investment Changes

Investment analysis can be a daunting task, especially when you have a large amount of data to comb through. That's where 13F filings come in. These documents summarize the holdings of institutional investment managers and provide insight into their investment strategies.

One such firm is 6 Meridian, which recently filed their Q3 2021 and Q4 2021 13F holdings. In this article, we'll dive into the changes they made between the two periods and what insights we can glean from their decisions.

Before we get started, let's quickly go over what 13F filings are. All institutional investment managers with over $100 million in assets under management are required to file a 13F form with the Securities and Exchange Commission (SEC) within 45 days of the end of each calendar quarter. These filings disclose the investment manager's equity holdings, including stocks, options, and convertible bonds.

Now, let's take a look at what changes 6 Meridian made to their holdings.

First, let's focus on the top holdings that they kept between both quarters. These include the Exchange Traded Concepts TR, JP Morgan Exchange-Traded F, and the Vanguard Scottsdale FDS, among others. This indicates that 6 Meridian was satisfied with their performance and decided to hold onto them.

Moving on to the changes, let's analyze some of the most significant increases and decreases in holdings. One of their most significant increases was made to their holdings in the SPDR Index Shs Fds, with a percentage change of 14187 in Q4 2021. 6 Meridian also increased their holdings in Pfizer Inc, American Express Co, and McDonald's Corp significantly.

However, they also made some significant decreases in holdings. Their holdings in Citigroup Inc decreased by 15%, while their holdings in Goldman Sachs ETF Tr decreased by 26.3%. VanEck ETF Trust also saw a decrease of 5.9%, along with several other holdings.

One interesting point to note is that 6 Meridian added a new position in the Neuberger Berman Next Generation, with 177360 shares valued at $3068. This is a new position that was not held in the previous quarter, indicating that 6 Meridian is actively searching for new investment opportunities.

Overall, 6 Meridian's Q3 2021 vs. Q4 2021 13F filings provide valuable insights into their investment decisions. While they made some significant additions and reductions to their holdings, they also held onto many of their top-performing holdings. This data can be useful for investors looking to gain insight into the strategies of institutional investment managers like 6 Meridian.