Navigating Columbia Wanger Asset Management LLC's Q3 2017 vs. Q4 2017 13F Holdings

Columbia Wanger Asset Management LLC recently filed their Q3 2017 and Q4 2017 13F holdings, showcasing the changes in shares and value of their portfolio. While these reports do not necessarily provide a comprehensive view of a fund's activity, they do offer insights into a fund manager's strategy and potential market trends.

Encompass Health Corp and Masimo Corp are among the top earners with a 12.6% and 16.3% percent change in value respectively. This is likely due to the increasing demand for healthcare services and technology. ANSYS, Inc also saw a notable change in value with a 20.7% increase, potentially reflecting the growing need for engineering simulation software.

Grupo Aeroportuario del Sureste SAB de CV saw a slight decrease in value (-3.7%), along with New Oriental Education & Technology Group Inc (-3.5%) and IPG Photonics Corp (-13%). These changes could be the result of various market factors, including political instability and shifts in industry trends.

On the other hand, PRA Health Sciences Inc enjoyed a 28.2% increase in value, potentially due to advancements in medical research and trials. However, Extended Stay America, Inc saw a decrease in shares and value (-14.9%), reflecting the challenges brought about by the pandemic in the hospitality industry.

Other notable changes in Columbia Wanger Asset Management LLC's portfolio include Ultragenyx Pharmaceutical Inc (-21.2%), LC Industries (-30.3%), and iRobot Corp (61.6%). These shifts in value and shares could be reflective of market trends or the fund manager's strategy.

In summary, while Columbia Wanger Asset Management LLC's 13F holdings do not provide a complete picture of the fund's activity, they do offer valuable insights into potential market trends and strategy. The changes in holdings highlight the dynamic nature of the market and the importance of consistent analysis for investors.