InvestInfoAI
683 Capital Management, LLC

Q1 2026 · 13F-HR

683 Capital Management, LLCholdings as filed

Filed 2026-05-15 · accession 0001404574-26-000018

$1.92B
Reported value
237
Positions
2026-03-31
Period end
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The Brief · 683 Capital Management, LLC · Q1 2026

AI · grounded in 13F

683 Capital Management, LLC closed its position in UWMC for a reduction of $30.88M. The fund also exited its holding in WESTERN DIGITAL CORP, resulting in a $24.69M decrease. On the buy side, the manager established a new position in ASTH worth $17.16M and added new stakes in CPNG and GPC.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69608A108PLTRPALANTIR TECHNOLOGIES INC$340.6M17.8%2,328,700PUTSOLE
532457108LLYELI LILLY & CO$123.2M6.43%134,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$79.5M4.15%456,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$68.4M3.57%375,000CommonSOLE
146869102CVNACARVANA CO$48.7M2.54%155,000CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$47.1M2.46%90,000PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$42.4M2.21%128,100PUTSOLE
88160R101TSLATESLA INC$40.9M2.13%110,000PUTSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$39.2M2.05%21,750,000CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$37.4M1.95%355,000CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$36.3M1.90%112,700PUTSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$35.5M1.85%4,900,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$35.4M1.85%225,000CommonSOLE
48581R205KSPIKASPI KZ JSC$35.2M1.84%475,000CommonSOLE
032724106ANABANAPTYSBIO INC$34.7M1.81%625,000CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$30.3M1.58%775,000CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$25.9M1.35%500,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$21.3M1.11%160,000CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$21.3M1.11%1,530,000CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$21.2M1.11%2,450,000CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$20.6M1.07%1,850,000CommonSOLE
N90064101QUREUNIQURE NV$20.5M1.07%1,253,600CALLSOLE
023939101AMTMAMENTUM HOLDINGS INC$20.2M1.05%775,000CommonSOLE
450913108IAGIAMGOLD CORP$19.8M1.03%1,050,000CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$19.6M1.02%590,000CommonSOLE
03763A207ASTHASTRANA HEALTH INC$17.2M0.90%700,000CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$16.3M0.85%750,000CommonSOLE
06849F108BBARRICK MNG CORP$16.3M0.85%400,000CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$15.9M0.83%225,000CommonSOLE
46222L108IONQIONQ INC$15.3M0.80%531,700PUTSOLE
Y48125101KNOPKNOT OFFSHORE PARTNERS LP$14.9M0.78%1,480,000CommonSOLE
04040Y109ARISARIS MINING CORPORATION$14.9M0.78%800,000CommonSOLE
532457108LLYELI LILLY & CO$13.8M0.72%15,000CommonSOLE
526057104LENLENNAR CORP$13.0M0.68%150,000PUTSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$11.7M0.61%40,000CommonSOLE
22266T109CPNGCOUPANG INC$11.5M0.60%610,000CommonSOLE
G7997W102SDRLSEADRILL LTD$11.4M0.59%250,000CommonSOLE
03152W109AM6AMICUS THERAPEUTIC$11.2M0.58%775,000CommonSOLE
372460105GPCGENUINE PARTS CO$11.1M0.58%105,000CommonSOLE
38341PAA0GOSS 5 06/01/27GOSSAMER BIO INC$10.6M0.55%27,877,000CommonSOLE
02079K305GOOGLALPHABET INC$10.4M0.54%36,000CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$10.1M0.52%250,000CommonSOLE
457669307INSMINSMED INC$9.8M0.51%60,000PUTSOLE
526057302LEN/BLENNAR CORP$9.7M0.50%115,000CommonSOLE
19239V302CCOICOGENT COMM HOLDINGS INC$9.4M0.49%500,000CALLSOLE
09857L108BKNGBOOKING HOLDINGS INC$9.3M0.48%2,200CommonSOLE
00214Q302ARKGARK ETF TR$9.2M0.48%350,000PUTSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$9.1M0.47%975,000CommonSOLE
11040G103VTOLBRISTOW GROUP INC$8.7M0.46%186,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.7M0.45%32,000CommonSOLE
19239V302CCOICOGENT COMM HOLDINGS INC$8.5M0.44%450,300CommonSOLE
N90064101QUREUNIQURE NV$8.2M0.43%500,000CommonSOLE
594972408MSTRSTRATEGY INC$8.1M0.42%65,200PUTSOLE
60770K107MRNAMODERNA INC$7.9M0.41%156,000PUTSOLE
45782N108INSEINSPIRED ENTMT INC$7.5M0.39%1,048,496CommonSOLE
G65431127NENOBLE CORP PLC$7.4M0.38%150,000CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6.9M0.36%21,000CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$6.9M0.36%1,200,000CommonSOLE
014442107ALECALECTOR INC$6.9M0.36%3,200,000CommonSOLE
G4705A100ICLRICON PLC$6.9M0.36%62,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.6M0.34%80,000CommonSOLE
378973507GSATGLOBALSTAR INC$6.5M0.34%98,000CommonSOLE
G70077105PCSCPERCEPTIVE CAP SOLUTIONS COR$6.2M0.32%561,923CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$5.9M0.31%1,450,000CommonSOLE
29270J100ERIIENERGY RECOVERY INC$5.5M0.29%550,000CommonSOLE
023135106AMZNAMAZON COM INC$5.5M0.29%26,500CommonSOLE
670100205NVONOVO-NORDISK A S$5.5M0.29%150,000PUTSOLE
697900108PAASPAN AMERN SILVER CORP$5.5M0.29%100,000CommonSOLE
29357K103ENVAENOVA INTL INC$5.4M0.28%40,000CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$5.1M0.27%517,678CommonSOLE
82024L103STTKSHATTUCK LABS INC$5.1M0.27%800,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.1M0.27%12,087CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$4.9M0.25%50,100PUTSOLE
615369105MCOMOODYS CORP$4.8M0.25%11,000CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$4.6M0.24%220,000PUTSOLE
82835P103SVMSILVERCORP METALS INC$4.4M0.23%406,000CommonSOLE
25862B109DDIDOUBLEDOWN INTERACTIVE CO LT$4.3M0.23%514,656CommonSOLE
44916Y106PURRHYPERLIQUID STRATEGIES INC$4.3M0.23%850,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$4.2M0.22%130,000CommonSOLE
14161WAD7CDLX 4.25 04/01/29CARDLYTICS INC$4.2M0.22%15,500,000CommonSOLE
G8807B106TBPHTHERAVANCE BIOPHARMA INC$4.1M0.21%250,000CommonSOLE
04965N104RNAATRIUM THERAPEUTICS INC$4.0M0.21%300,000CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$4.0M0.21%150,000CommonSOLE
589492107MREOMEREO BIOPHARMA GROUP PLC$4.0M0.21%12,000,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3.8M0.20%25,000PUTSOLE
G8375S101SAAQSPACE ASSET ACQUISITION CORP$3.7M0.19%375,000CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$3.6M0.19%186,000CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$3.4M0.18%770,000CommonSOLE
06777U200BNEDBARNES & NOBLE ED INC$3.4M0.18%380,000CommonSOLE
00534A102IVVDINVIVYD INC$3.3M0.17%2,515,000CommonSOLE
35168W103GUTSFRACTYL HEALTH INC$3.1M0.16%6,727,235CommonSOLE
226406106CRESYCRESUD S A C I F Y A$3.1M0.16%240,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$3.0M0.15%17,000PUTSOLE
N44821101IFRXINFLARX NV$3.0M0.15%3,315,000CommonSOLE
4525EP101VTLUSDIMMUNIC INC$2.7M0.14%2,450,000CommonSOLE
74982T103RXORXO INC$2.6M0.14%180,000CommonSOLE
01438T106ALDXALDEYRA THERAPEUTICS INC$2.5M0.13%1,500,000CommonSOLE
G53426105LAFALAFAYETTE ACQUISITION CORP$2.5M0.13%250,000CommonSOLE
G23549101CNTBCONNECT BIOPHARMA HLDGS LTD$2.4M0.12%900,000CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$2.3M0.12%644,300PUTSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$2.2M0.12%35,500CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$2.2M0.11%309,500CommonSOLE
64111Q104NTGRNETGEAR INC$2.2M0.11%100,000CommonSOLE
127190304CACICACI INTL INC$2.2M0.11%4,000CommonSOLE
98262P200WWWW INTL INC$2.1M0.11%150,000CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$2.0M0.11%330,000CommonSOLE
G2086N105CHECCHENGHE ACQUISITION III CO$2.0M0.11%200,000CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC.$2.0M0.10%425,000CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$2.0M0.10%20,000PUTSOLE
G7318R105LEGOLEGATO MERGER CORP IV$2.0M0.10%200,000CommonSOLE
G3R41C102FGIIFG IMPERII ACQUISITION CORP$2.0M0.10%200,000CommonSOLE
G0453R105ARCIARCHIMEDES TECH SPAC PTNRS I$2.0M0.10%200,000CommonSOLE
H2927K103AMRZAMRIZE LTD$2.0M0.10%35,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$2.0M0.10%60,000CALLSOLE
85256A109STGWSTAGWELL INC$1.9M0.10%305,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.9M0.10%42,300CALLSOLE
444144109HDSNHUDSON TECHNOLOGIES INC$1.9M0.10%325,000CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$1.8M0.09%19,000CommonSOLE
03676C100ATEXANTERIX INC$1.8M0.09%46,000CommonSOLE
10806XAJ1BBIO 1.75 03/01/31BRIDGEBIO PHARMA INC$1.7M0.09%1,000,000CommonSOLE
38341P102GOSSGOSSAMER BIO INC$1.6M0.09%5,000,000CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$1.6M0.08%15,100CALLSOLE
G1368E106BLUWBLUE WTR ACQUISITION CORP. I$1.5M0.08%150,000CommonSOLE
14161W105CDLXCARDLYTICS INC$1.5M0.08%1,450,000CommonSOLE
G3106Q102EVACEQV VENTURES AC CORP. II$1.5M0.08%150,000CommonSOLE
552641102MAIAMAIA BIOTECHNOLOGY INC$1.5M0.08%1,066,666CommonSOLE
04216R102ARMPARMATA PHARMACEUTICALS INC$1.4M0.07%137,000CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$1.3M0.07%96,600CALLSOLE
747324101PYXSPYXIS ONCOLOGY INC$1.3M0.07%896,263CommonSOLE
80401L803MSLESATELLOS BIOSCIENCE INC$1.3M0.07%230,833CommonSOLE
449109107HYLNHYLIION HOLDINGS CORP$1.3M0.07%725,000CommonSOLE
G9675K129WLIIUWILLOW LANE ACQUISITION CRP$1.3M0.07%125,000CommonSOLE
74346M505PMNPROMIS NEUROSCIENCES INC$1.2M0.06%92,850CommonSOLE
450047303IRSIRSA INVERSIONES Y REP S A$1.1M0.06%70,000CommonSOLE
45674E208INABIN8BIO INC$1.1M0.06%724,637CommonSOLE
G5490M100LWACLIGHTWAVE ACQUISITION CORP$1.0M0.05%100,000CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$998,4000.05%160,000CommonSOLE
00246W103AXTIAXT INC$968,6600.05%17,000CommonSOLE
320551104DIBS1STDIBS COM INC$966,8230.05%175,786CommonSOLE
86889P208SRZNSURROZEN INC$961,2900.05%33,000CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$927,2920.05%100,465CommonSOLE
02157Q109ANROALTO NEUROSCIENCE INC$899,2000.05%40,000CommonSOLE
714167103PPIHPERMA-PIPE INTL HLDGS INC$894,3000.05%30,000CommonSOLE
76119X105RSVRRESERVOIR MEDIA INC$881,1000.05%90,000CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$848,7710.04%56,850CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$815,6500.04%55,000CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$803,2490.04%85,543CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$796,3920.04%16,200PUTSOLE
45254E107IMRXIMMUNEERING CORP$794,1730.04%150,697CommonSOLE
12529R107CCCCC4 THERAPEUTICS INC$789,0000.04%300,000CommonSOLE
68572M106OBIOORCHESTRA BIOMED HLDGS INC$786,2500.04%185,000CommonSOLE
045396207ASMBASSEMBLY BIOSCIENCES INC$773,1980.04%27,863CommonSOLE
G72245122PREPRENETICS GLOBAL LTD$772,8000.04%40,000CommonSOLE
G6861F104OYSEOYSTER ENTERPRISES II ACQUIS$762,7580.04%75,000CommonSOLE
34988V106FOSLFOSSIL GROUP INC$754,2500.04%175,000CommonSOLE
00770K202AMTXAEMETIS INC$751,4270.04%235,557CommonSOLE
501976104KYTXKYVERNA THERAPEUTICS INC$733,5500.04%85,000CommonSOLE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$730,4600.04%106,481CommonSOLE
21217B100CTNMCONTINEUM THERAPEUTICS INC$718,3000.04%55,000CommonSOLE
91532F102UMACUNUSUAL MACHS INC$682,0000.04%55,000CommonSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$680,7890.04%280,160CommonSOLE
205750409LODECOMSTOCK INC$671,0000.04%220,000CommonSOLE
786700104SGMTSAGIMET BIOSCIENCES INC$660,1740.03%126,349CommonSOLE
60785L306MODDMODULAR MED INC$660,0050.03%125,001CommonSOLE
G9TY5A101ZURAZURA BIO LTD$654,5000.03%110,000CommonSOLE
532257805LPTHLIGHTPATH TECHNOLOGIES INC$651,9500.03%65,000CommonSOLE
124765108CAECAE INC$651,2500.03%25,000CommonSOLE
918385204VTVTVTV THERAPEUTICS INC$634,5600.03%16,000CommonSOLE
28658R106CLYMCLIMB BIO INC$616,5000.03%90,000CommonSOLE
30041T104MRAMEVERSPIN TECHNOLOGIES INC$615,3000.03%70,000CommonSOLE
36241U106GSITGSI TECHNOLOGY INC$610,8120.03%118,835CommonSOLE
12674W109CABACABALETTA BIO INC$605,2500.03%225,000CommonSOLE
28657F103ELTXELICIO THERAPEUTICS INC$603,3650.03%56,442CommonSOLE
004468500ACHVACHIEVE LIFE SCIENCE INC$588,0000.03%200,000CommonSOLE
14167R100CCLDCARECLOUD INC$583,1280.03%159,761CommonSOLE
516548203LTRXLANTRONIX INC$576,4000.03%110,000CommonSOLE
35952H700FCELFUELCELL ENERGY INC$555,7680.03%85,110CommonSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$528,1510.03%247,958CommonSOLE
44862P208HYMCHYCROFT MINING HOLDING CORP$528,0000.03%15,000CommonSOLE
640655106NEOVNEOVOLTA INC$523,6000.03%170,000CommonSOLE
34962G208FBRXFORTE BIOSCIENCES INC$518,0000.03%20,000CommonSOLE
52474R207LGCYLEGACY ED INC$500,8000.03%40,000CommonSOLE
45817G201IDNINTELLICHECK MOBILISA INC$489,3000.03%70,000CommonSOLE
901476101TWINTWIN DISC INC$481,7430.03%31,967CommonSOLE
37364X109GEOSGEOSPACE TECHNOLOGIES CORP$478,8740.02%39,252CommonSOLE
13463J101CAMPCAMP4 THERAPEUTICS CORP$476,2800.02%108,000CommonSOLE
47089W104AIFCALT5 SIGMA CORP$455,1000.02%410,000CommonSOLE
68247W109OSSONE STOP SYS INC$454,2000.02%60,000CommonSOLE
363225202GALTGALECTIN THERAPEUTICS INC$453,3300.02%162,484CommonSOLE
000899104ADMAADMA BIOLOGICS INC$450,5000.02%50,000PUTSOLE
68629Y103ONLORION PROPERTIES INC$447,4880.02%208,134CommonSOLE
05580M108RILYBRC GROUP HOLDINGS INC$439,2000.02%60,000CommonSOLE
357023100RAILFREIGHTCAR AMER INC$438,3500.02%55,000CommonSOLE
86183P102SRISTONERIDGE INC$434,7000.02%90,000CommonSOLE
526057104LENLENNAR CORP$434,2000.02%5,000CommonSOLE
45773H409INOINOVIO PHARMACEUTICALS INC$432,8950.02%248,790CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$411,7470.02%14,700PUTSOLE
59503A204MBOTMICROBOT MED INC$409,7000.02%170,000CommonSOLE
877163105TAYDTAYLOR DEVICES INC$399,0000.02%7,000CommonSOLE
00847G804AGENAGENUS INC$381,8820.02%114,336CommonSOLE
92347M100VERIVERITONE INC$377,2880.02%191,517CommonSOLE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$369,5400.02%18,000CommonSOLE
205684202CHCICOMSTOCK HLDG COS INC$369,3300.02%19,500CommonSOLE
753018100RANIRANI THERAPEUTICS HLDGS INC$357,9710.02%487,168CommonSOLE
64051A101NTHINEONC TECHNOLOGIES HLDGS INC$350,5000.02%50,000CommonSOLE
69120X206OWLTOWLET INC$334,1000.02%65,000CommonSOLE
G67751100ORIQORIGIN INVT CORP I$306,0000.02%30,000CommonSOLE
781386305RDNWRIDENOW GROUP INC$296,5200.02%42,000CommonSOLE
22407B108COYACOYA THERAPEUTICS INC$275,8000.01%70,000CommonSOLE
75340L104RPIDRAPID MICRO BIOSYSTEMS INC$274,1550.01%120,773CommonSOLE
02156K103OPTUOPTIMUM COMMUNICATIONS INC$264,0400.01%203,108CommonSOLE
482929106KLRSKALARIS THERAPEUTICS INC$259,6500.01%45,000CommonSOLE
868927203SRFMSURF AIR MOBILITY INC$233,4170.01%202,971CommonSOLE
46658E107JFBJFB CONSTR HLDGS$232,5600.01%38,000CommonSOLE
72814P109PLBYPLAYBOY INC$228,0000.01%150,000CommonSOLE
B5950S113MDXHMDXHEALTH SA$223,1000.01%97,000CommonSOLE
56089A400MAKOMAKO MNG CORP$176,2820.01%27,368CommonSOLE
36870H103GNLXGENELUX CORPORATION$145,2000.01%60,000CommonSOLE
36170N115GCTS/WSGCT SEMICONDUCTOR HLDG INC$102,4790.01%566,181CommonSOLE
47100L301DFDVDEFI DEVELOPMENT CORP$98,7000.01%30,000CommonSOLE
68235C206IMDXINSIGHT MOLECULAR DIA INC$95,1200.00%29,000CommonSOLE
G8375S119SAAQWSPACE ASSET ACQUISITION CORP$87,4990.00%124,999CommonSOLE
03837C106APYXAPYX MEDICAL CORPORATION$73,8000.00%20,000CommonSOLE
G1368E114BLUWWBLUE WTR ACQUISITION CORP. I$37,5000.00%75,000CommonSOLE
G53426113LAFARLAFAYETTE ACQUISITION CORP$30,0000.00%250,000CommonSOLE
G0453R113ARCIWARCHIMEDES TECH SPAC PTNRS I$26,7500.00%50,000CommonSOLE
G2086N121CHECWCHENGHE ACQUISITION III CO$24,0000.00%100,000CommonSOLE
G7318R113LEGO/WSLEGATO MERGER CORP IV$21,4530.00%66,667CommonSOLE
G3R41C110FGIIWFG IMPERII ACQUISITION CORP$20,0000.00%100,000CommonSOLE
09973D113BRLSWBOREALIS FOODS INC$15,5000.00%200,000CommonSOLE
G3106Q128EVAC/WSEQV VENTURES AC CORP. II$15,0000.00%50,000CommonSOLE
G5490M126LWACWLIGHTWAVE ACQUISITION CORP$12,0050.00%50,000CommonSOLE
G6861F138OYSEROYSTER ENTERPRISES II ACQUIS$9,3750.00%75,000CommonSOLE
G29201111ECXWWECARX HOLDINGS INC$6,5000.00%125,000CommonSOLE
456948116MSAIWMULTISENSOR AI HOLDINGS INC$5,8660.00%150,000CommonSOLE
G67751126ORIQWORIGIN INVT CORP I$2,0210.00%15,000CommonSOLE
G0411D115APLMWAPOLLOMICS INC$1,9760.00%130,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.