Nexus Investment Management ULC
SEC Form 13F institutional filer · CIK 0001476329
13F-HR · 55 reported holdings · 2026-03-31
Investment manager.
Reported long-US-equity value
$0.69B
Top-10 concentration
63.5%
Nexus Investment Management ULC — $689M AUM allocation strategy
Nexus Investment Management ULC files SEC Form 13F and reports $689M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Financials 19.8%, followed by Health Care 18.0% and Information Technology 14.2%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Nexus Investment Management ULC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$689M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +39.6K sh · +$4.26M+$MDT +12.3K sh · −$1.7M+$V +2.81K sh · −$2.04M
Biggest trims (shares)
−$GOOGL −41.8K sh · −$17.6M−$GLW −27.7K sh · −$181K−$CSCO −13.7K sh · −$700K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks14.2%—
- Interactive Media & Services12.2%—
- Apparel Retail7.6%—
- Electric Utilities7.5%—
- Communications Equipment7.1%—
- Biotechnology5.2%—
- Consumer Staples Merchandise Retail4.8%—
- Life Sciences Tools & Services4.8%—
- Other holdings36.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $JPM | JP Morgan Chase & Co | 186K | $54.8M | -2.96K | 8.0% |
| $ROST | Ross Stores Inc | 243K | $52.6M | -5.23K | 7.6% |
| $AEP | American Electric Power Company Inc | 394K | $51.6M | +640 | 7.5% |
| $CSCO | Cisco Systems Inc | 630K | $48.9M | -13.7K | 7.1% |
| $GOOGL | Alphabet Inc | 165K | $47.4M | -41.8K | 6.9% |
| $C | Citigroup Inc | 383K | $43.5M | -7K | 6.3% |
| $META | Meta Platforms Inc | 64.8K | $37.1M | -880 | 5.4% |
| $GILD | Gilead Sciences Inc | 255K | $35.5M | -3.1K | 5.2% |
| $DG | Dollar General Corporation | 282K | $33.5M | -3.02K | 4.9% |
| $TMO | Thermo Fisher Scientific Inc | 67K | $32.9M | -325 | 4.8% |
…and 45 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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