Institutions / Janus Henderson Group PLC / Activity
Activity — Janus Henderson Group PLC
1,539 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | G0593M107 Common stock | $2.32B | +11.9M | 11,949,424 1.11% of portfolio | high |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $1.29B | +1.5M +4358.59% | 1,519,799 0.63% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-1.08B | -2.9M -10.89% | 23,878,982 4.21% of portfolio | high |
| Q1 2026 as of | Exit | Ascendis Pharma A/S Common stock | $-866.10M | -4.1M -100.00% | 0 | high |
| Q1 2026 as of | Exit | Dayforce, Inc. Common stock | $-575.64M | -8.3M -100.00% | 0 | high |
| Q1 2026 as of | Trim | AppLovin Corp Common stock | $-564.77M | -1.4M -44.02% | 1,815,061 0.34% of portfolio | high |
| Q1 2026 as of | Exit | Avidity Biosciences, Inc. Common stock | $-500.56M | -6.9M -100.00% | 0 | high |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-449.97M | -4.8M -69.77% | 2,074,704 0.09% of portfolio | high |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $445.40M | +782K +12.75% | 6,915,124 1.88% of portfolio | high |
| Q1 2026 as of | Trim | Workday Inc Common stock | $-434.47M | -3.3M -66.64% | 1,673,794 0.10% of portfolio | high |
| Q1 2026 as of | Trim | Blackstone Inc Common stock | $-431.54M | -3.8M -45.88% | 4,466,274 0.24% of portfolio | high |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-427.67M | -1.2M -52.34% | 1,107,159 0.19% of portfolio | high |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $426.62M | +3.0M +795.58% | 3,323,141 0.23% of portfolio | high |
| Q1 2026 as of | Trim | SS&C Technologies Holdings, Inc. Common stock | $-377.86M | -5.6M -39.89% | 8,425,246 0.27% of portfolio | high |
| Q1 2026 as of | Add | Seagate Technology Holdings PLC Common stock | $369.44M | +943K +3872.12% | 967,528 0.18% of portfolio | high |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-363.08M | -2.5M -17.15% | 12,046,414 0.84% of portfolio | high |
| Q1 2026 as of | Trim | Monster Beverage Corp Common stock | $-352.25M | -4.9M -41.84% | 6,760,471 0.23% of portfolio | high |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $351.54M | +2.7M +5254.37% | 2,735,816 0.17% of portfolio | high |
| Q1 2026 as of | Trim | Dell Technologies Inc. Common stock | $-348.83M | -2.1M -80.07% | 528,840 0.04% of portfolio | high |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-346.55M | -1.7M -4.93% | 32,297,269 3.19% of portfolio | high |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-344.36M | -692K -13.16% | 4,568,710 1.09% of portfolio | high |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $340.01M | +5.8M +101.23% | 11,498,267 0.32% of portfolio | high |
| Q1 2026 as of | Add | Visa Inc Common stock | $337.44M | +1.1M +33.13% | 4,486,927 0.65% of portfolio | high |
| Q1 2026 as of | Add | DoorDash, Inc. Common stock | $332.46M | +2.2M +40.20% | 7,762,553 0.55% of portfolio | high |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $329.55M | +2.5M +207.94% | 3,697,232 0.23% of portfolio | high |
| Q1 2026 as of | Add | American Electric Power Co Inc Common stock | $287.62M | +2.2M +8776.79% | 2,219,198 0.14% of portfolio | high |
| Q1 2026 as of | Trim | Moody's Corp Common stock | $-277.13M | -635K -94.07% | 40,027 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-265.95M | -863K -4.27% | 19,350,859 2.85% of portfolio | high |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $265.16M | +439K +3497.54% | 451,276 0.13% of portfolio | high |
| Q1 2026 as of | Add | Glaukos Corp Common stock | $250.82M | +2.3M +77.17% | 5,348,395 0.27% of portfolio | high |
| Q1 2026 as of | Add | Lumentum Hldgs Inc Common stock | $247.14M | +352K +163.19% | 567,182 0.19% of portfolio | high |
| Q1 2026 as of | Trim | Revolution Medicines, Inc. Common stock | $-246.66M | -2.5M -20.62% | 9,766,496 0.45% of portfolio | high |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $245.22M | +3.9M +31.04% | 16,497,366 0.49% of portfolio | high |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-233.96M | -818K -3.33% | 23,777,274 3.25% of portfolio | high |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $227.42M | +7.8M | 7,769,612 0.11% of portfolio | high |
| Q1 2026 as of | Add | Madrigal Pharmaceuticals, Inc. Common stock | $226.01M | +434K +27.37% | 2,018,647 0.50% of portfolio | high |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-214.67M | -437K -39.81% | 660,258 0.15% of portfolio | high |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $214.35M | +635K +19.55% | 3,881,507 0.63% of portfolio | high |
| Q1 2026 as of | Add | TotalEnergies SE Common stock | $212.80M | +2.3M +25.24% | 11,349,122 0.50% of portfolio | high |
| Q1 2026 as of | Trim | Hubspot Inc Common stock | $-209.38M | -858K -99.32% | 5,875 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | Booking Holdings Inc Common stock | $-204.58M | -49K -15.25% | 270,019 0.54% of portfolio | high |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $190.83M | +558K +67.27% | 1,388,708 0.23% of portfolio | high |
| Q1 2026 as of | Trim | Vistra Corp. Common stock | $-190.53M | -1.3M -42.84% | 1,691,315 0.12% of portfolio | high |
| Q1 2026 as of | Add | Vaxcyte, Inc. Common stock | $184.72M | +3.2M +23.82% | 16,575,875 0.46% of portfolio | high |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $184.49M | +1.5M +44.49% | 4,880,273 0.29% of portfolio | high |
| Q1 2026 as of | Trim | D18190898 Common stock | $-180.59M | -6.3M -90.25% | 676,223 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-173.30M | -893K -36.69% | 1,540,807 0.14% of portfolio | high |
| Q1 2026 as of | Add | Jack Henry & Associates Inc Common stock | $169.16M | +1.1M +13343.01% | 1,078,398 0.08% of portfolio | high |
| Q1 2026 as of | Add | Datadog, Inc. Common stock | $168.16M | +1.4M +22.80% | 7,749,569 0.43% of portfolio | high |
| Q1 2026 as of | Trim | ServiceNow Inc Common stock | $-165.46M | -1.6M -62.85% | 935,562 0.05% of portfolio | high |