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Politan Capital is estimated to generate $132,482 in annual revenues, and employs approximately . Get this delivered to your inbox, and more info about our products and services. Their business is recorded as FOREIGN LIMITED PARTNERSHIP . Centene has previously attracted interest from activist hedge funds when Corvex Management, Sachem Head Capital Management and Third Point all pushed for it to consider selling itself. Fund AUM and Sold ($) 900 720 540 360 180 0 2011 2015 2019 2023. If Politan prevails, boards at other companies could see their advance-notice bylaws which are generally far less strict thrown out under similar legal scrutiny. Politan had held discussions with the St. Louis-headquartered company to push for new board members to be added. Investment Advisor Plus, 60% off clearance with American Eagle promo code, 20% off your next online order - Walmart coupon code. Date Filing Type Reported Sold Incremental Cash Type Exemptions Link to Raw Filing; 2022-09-16 Amended: $185,218,748: $185,218,748: Its Managed Care segment offers health plan coverage to individuals through government-subsidized programs, including Medicaid, state children's health insurance programs, long-term services and support, foster care, and Medicare-Medicaid plans. Nicholas H. Politan, Jr. is a partner in the New York office of Gibson, Dunn & Crutcher and Co-Chair of Gibson Dunn's Energy (Power and Renewables) Practice Group. This is the complete list of all insitutional investors and hedge funds that have filed an SC 13D with the Securities and Exchange Commission (SEC) within the last 12 months. The timing and sequencing was as predictable as insomnia for kids on Christmas Eve. The very next week the Company rejected our request for a meeting and amended its bylaws to effectively block stockholders ability to nominate directors. Politan Capital has large stake in Masimo August 16, 2022 - Activist investor Politan Capital Management LP has a 9% stake in Masimo worth roughly $750 million, and "plans to push the medical-device company to improve its stock price following a poorly received acquisition," according to a report from The Wall Street Journal. Kent, DE; United States; Agent Name COGENCY GLOBAL INC Agent Address They require providing information that a nominating stockholder either does not have access to or is prohibited from disclosing due to confidentiality obligations. Learn more. Activist: Politan Capital Management Percentage Ownership: ~2.0% Average Cost: n/a Activist Commentary: Politan Capital Management was founded by Quentin Koffey. As sure as the seasons would turn, proposals would begin to appear around the holidays, voting would follow in the spring, and proxy contests would be over by the start of the summer. Centene in July laid the groundwork for a succession plan when it established its office of the president and Neidorff said recently in public that he would not expect to be renewing his contract as CEO, the company said. A Dartmouth college graduate, she has worked as a journalist in New York covering the legal industry and the law for more than three decades. The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25). All quotes delayed a minimum of 15 minutes. Politan Capital Offshore Partners LP. This reprices annually. All rights reserved. We are delighted that you'd like to resume your subscription. Centene is hired by states, and it works to improve the quality of care for Medicaid beneficiaries, as well as those of other government programs. But those of Masimo Corp., the global medical technology company, are stronger than most. Federal securities laws already include extensive proxy disclosure rules that cover any legitimate concerns around appropriate disclosure. The discovery fight that Cook will oversee at Tuesdays hearing will determine whether Masimos lawyers get an early look at the very information its advance bylaw would require Politan to disclose. Law firm Sidley warns clients about rules that may hinder activists, CEOs, not proxy cards, are what fuel activists, Koffey's Politan takes 9% stake in Masimo, to push for change. Sign-up Politan Capital Management's largest holding is Centene Corp with shares held of 12,914,408. They contend that they are entitled to discovery to prove that Masimo's suspicions were well-founded. . Sign In. Cryptopolitan - #crypto #AlphaMaven Get the latest business insights from Dun & Bradstreet. To Continue Reading. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Vinson & Elkins: Every Season Is Activist Season: Five Big Questions for 2023, Hedge Fund, Electromechanical Company Take Space at 106 West 56th Street, Insider buying: This CEO bought roughly $5 million of his stock after an activist investor lawsuit, Centene to shed Magellan Specialty Health for more than $600M, Medtech Company Invents Fentanyl-Level Poison Pill Fatal To Shareholder Activism. But in a client alert issued last month, Sidley Austin which, keep in mind, bills itself as a specialist in helping companies defend against activist hedge funds said that Masimo was flying close to the sun and risked undermining reasonable and appropriate advance notice bylaws.. BOSTON, Dec 14 (Reuters) - Centene Corp (CNC.N) reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company's board and its chief executive will retire in 2022 after serving for a quarter of a century. Politan Capital Management is an investment firm founded by Quentin Koffey. Moreover, the states work with Centene and its peers to produce actuarially sound margins, preventing these companies from making or losing a windfall on their services. Copyright 2023 CB Information Services, Inc. All rights reserved. Their last reported 13F filing for Q3 2022 included $1,661,104,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Politan Capital Management LP - Assets, Funds, Holdings . .css-16c7pto-SnippetSignInLink{-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;}Sign In, Copyright 2023 Dow Jones & Company, Inc. All Rights Reserved. He will become executive chairman but will not keep that position beyond 2022. Since Masimos advance notice bylaw is the first of its kind, theres no directly relevant precedent on discovery demands. BOSTON, Dec 14 (Reuters) - Centene Corp (CNC.N) reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company's board. POLITAN CAPITAL PARTNERS GP LLC Company Number 6105323 Incorporation Date 22 July 2021 (over 1 year ago) Company Type Domestic Limited Liability Company Jurisdiction Delaware (US) Registered Address. Victor Mashaal's: Senvest Management. Part of the reason why Centene's margins lag its peers is because it has been growing primarily through acquisitions, most recently acquiring WellCare at a transaction valued at $19.6 billion. SEC form, multiple filers or classes of filers, and much more.***. Politan Capital is located in Great Neck, New York. John Paulson's: Paulson & CO. Nelson Peltz's: Trian Fund Management. . You will be notified in advance of any changes in rate or terms. email address below and choose 'Submit'. (Reuters) - A crafty but controversial corporate stratagem to counter activist investors will get an early test on Tuesday in Delaware Chancery Court, when both hedge fund Politan Capital Management LP and medical device maker Masimo Corp will exhort Vice Chancellor Nathan Cook to grant their discovery demands and to squelch those from the other side. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. containing a link to download the .zip file of the CSV file(s) you requested. Our Standards: The Thomson Reuters Trust Principles. By clicking Accept all you agree that Yahoo and our partners will process your personal information, and use technologies such as cookies, to display personalised ads and content, for ad and content measurement, audience insights, and product development. Any shareholders that can summon the energy and ambition and the capital to match can exercise their right to fight. While owning a house may provide a sense of stability and serve as a huge capital asset, taking a house on rent gives greater financial and physical flexibility . Future plans to nominate directors at other public companies in the next 12 months as well as details on any prior proposals or nominations made within the last 36 months. or to simply have an email sent to you whenever we receive a new 316047 Latest Filing 25 Jul 2022 SEC No. Ernst & Young Ltd, Ernst & Young LLP. Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") MASI, filed a lawsuit in the Court of Chancery of the . Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") (NASDAQ: MASI), filed a lawsuit in the Court of Chancery of the State of Delaware today against the Company and its Board of Directors (the "Board"). The reality of this threat can be debated, but the takeover defense bar is beginning to respond. Prior to that, he led the activist practice at DE Shaw and before that he was at Elliott Associates. Whalewisdom has at least 4 13F filings, and 3 13D filings. for POLITAN CAPITAL MANAGEMENT LP, Top 20 equal-weighted holdings. How quaint that seems today. Politans suit seeks to declare the Bylaw Amendments unenforceable, find that the Companys directors breached their fiduciary duties by approving and implementing the amendments, invalidate the change of control provisions in the CEOs employment agreement that could result in hundreds of millions of dollars of value being transferred to Chairman and CEO Joe Kiani even if only two of directors on the Board were replaced, and enjoin Masimo and the Board from taking any actions to prevent Politan from exercising its rights to nominate candidates for election to the Board. The industry leader for online information for tax, accounting and finance professionals. Universal Proxy Cards: Will the SECs New Rules Produce Change in the Boardroom? All quotes delayed a minimum of 15 minutes. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. When 2 percentage points of margin is the difference between doubling your profits or not, the valuation of these businesses largely depends on how costs are managed. The company's lawyers argue that Masimo board members were suspicious of Politan's repeated assertion that its investors are passive and free of conflicts. Percentage Ownership: 8.4%. Subscribe to WhaleWisdom to view all filing data The note references new requirements by Masimo Corp which would force Politan Capital or any other activist planning to nominate directors at the medical device maker to disclose the identities of the fund's limited partners and future plans to nominate candidates elsewhere. We, Yahoo, are part of the Yahoo family of brands. https://www.politanmgmt.com/ These acquisitions need to be integrated and operations need to be centralized. In this pro-ESG vs. anti-ESG environment, institutional investors the electorate whose support activists need to win any proxy contest may look to evaluate ESG-oriented proposals and campaign themes more on their ability to create more-immediate shareholder value. Politan Capital Management signed a five-year lease for 3,482 square feet on the entire 10th floor, while Electra USA inked a 10-year deal for 2,492 square feet on the full 26th floor, according to . ", View source version on businesswire.com: https://www.businesswire.com/news/home/20221021005274/en/, Media Dan Zacchei / Joe GermaniLongacre Square Partnersdzacchei@longacresquare.com / jgermani@longacresquare.com, Bylaw Amendments, in effect, preemptively block stockholders from nominating candidates for election to the Board, https://www.businesswire.com/news/home/20221021005274/en/, J.B. Hunt's results miss estimates on intermodal weakness, high driver pay, Davos 2023: Convert offices to homes to curb housing crisis-panel, Aviation Capital latest lessor to doubt Airbus, Boeing targets, UPDATE 1-Argentina to buy back $1 bln in overseas debt, economy minister says, Morgan Stanley promotes 184 executives to role of managing directors. Auditor. Masimos Recent Bylaw Amendments Following Politans Engagement Effectively Preclude Stockholders from Nominating Director Candidates and Are Without Precedent, Politan Hopes for Constructive Engagement with Masimo Yet Now Needs to Defend Stockholder Rights in Court. All text and design is copyright 2020 WhaleWisdom.com. These plans are highly sensitive intellectual property, and prior non-public engagements are typically subject to confidentiality agreements. Or Call (212) 223-2282 For Username and Password. The region is divided into two localities - Badlapur East and West. Fortunately, there is clear a roadmap to success here, as this is exactly what management at WellCare and Molina did to bring their margins up. Dover, DE 19904. NEW YORK, (BUSINESS WIRE) -- Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the. These companies are located in Dover DE and New York NY. You may cancel your subscription at anytime by calling Bored Ape whale splurges nearly $1 Million on Rare DeGods NFTs . Burdick is the former CEO of WellCare who oversaw its margin improvement and DeVeydt is the former CFO of Anthem Inc. Industry: Pooled Investment Fund (See others in industry) Address: C/O Walkers Corporate Limited 190 Elgin Avenue George Town, Grand Cayman, E9, KY1-9008 Phone: 345-814-7600 . Its the practice of buying shares in a takeover target, insisting that the acquirers offer is too low, and trying to convince the target to seek a better offer or the acquirer to pay more if they want to secure shareholder approval. Badlapur is a small town located in the Politan Gion of Maharashtra. Most recently, Koffey led the activism strategy at Senator Investment Group. Politan, which has not confirmed that EnTrust is an investor, has asked the Delaware court to quash that subpoena and to deny Masimos attempt to unmask all of its financial backers through the discovery process. I dont envy Cook, who joined Chancery Court only in September. It couldnt be learned if Centene is receptive. Names of any stockholders who have expressed any support for the nominations (not just financial support). Politan has compared the discovery dispute to litigation over plaintiffs demands for corporate books and records, arguing that Masimo should not be allowed to use the backdoor of discovery to obtain investor information thats at the heart of the funds challenge to the merits of the bylaw. Most recently, Koffey led. Compare against similar firms. 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This is a board that is desperately in need of refreshment the average tenure of the current Board is 11 years and the average age of the directors is 70 (both would be higher but for the new directors added only because of the WellCare merger). https://www.wsj.com/articles/politan-capital-management-has-roughly-900-million-stake-in-centene-11635966370. But it could affect corporations' ability to scare off activist hedge funds merely with the threat of unmasking backers through discovery demands. Politan Capital Partners LP. Politan looks for (i) high quality businesses that underperform their peers or potential, (ii) where there is a clear fix and (iii) a clear pathway to implement that fix. Politan brought its lawsuit against Masimo in October, after Masimo adopted a new so-called advance notice bylaw that, among other things, would require investment funds that have nominated a candidate for Masimos board to disclose information about their own financial backers to other shareholders in advance of proxy voting for directors. It might have an amusing name. 1. You can change your choices at any time by visiting your privacy controls. Open Menu Close Menu . A crafty but controversial corporate stratagem to counter activist investors will get an early test on Tuesday in Delaware Chancery Court, when both hedge fund Politan Capital Management LP and . Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Bumpitrage: As Activists Increasingly Attack Deals, How Can Companies Prepare? Politan Capital Management has had 1 exit, which was Masimo. Average Cost: $143.73. The company's CEO is 78 years old and has served on the board for 25 years. POLITAN CAPITAL MANAGEMENT CRD No. Barry Rosenstein's: Jana Partners. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. Private Equity Firm, Venture Capital Venture 42,876 Highlights Investments 1 Exits 1 Similar Companies 15 Recent News & Activity Funding Round Aug 15, 2022 Masimo raised $750,000,000 / Post Ipo Equity from Politan Capital Management Discover more funding rounds Details Related Persons Relationship: X Executive Officer Director Promoter Clarification of Response (if Necessary): General Partner Relationship: X Executive Officer Director Promoter Clarification of Response (if Necessary): Managing Member of the General Partner Brummer Multi-Strategy, the multi-strategy fund that invests in the hedge funds under the umbrella of Brummer & Partners, redeemed its 1.2 percent allocation to . An operator or ISP must account for 3% or more of total test samples in the market to be on this list. On Nov. 20, Disney replaced Chapek as CEO Bob Iger, who had led the company from 2005 to 2020. POLITAN CAPITAL PARTNERS LP. An activist investor has taken a big stake in Centene Corp. and wants the managed-care company to refresh its board and take other actions to boost its stock, according to people familiar with the matter. Welcome to. For all but the brand-name activists, recruiting qualified directors to sign onto their causes will still be difficult, as will securing the capital to build a formidable stake. Extra 20% Off Sitewide w/ adidas Promo Code, All Jeans + Pants 25% off! Activist Disclosure: How Will Politan v. Masimo Play Out? Politan Capital Management LP c/o Schulte Roth & Zabel LLP 919 Third Avenue, Suite 2300 New York, New York 10022 646-690-2830 With a copy to: Richard M. Brand Cadwalader, Wickersham & Taft LLP 200 Liberty Street New York, NY 10281 212-504-6000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) Already a member? After repeated requests, Mr. Kiani finally agreed to a meeting, during which we expressed our interest in obtaining representation on Masimos Board and made clear that Politan was approaching the situation with an open mind, would reserve judgment on any of Masimos strategic initiatives and had a long-term focus with the substantial majority of our capital committed for three to four years. Politan Capital reportedly took a $900 million stake in Centene Corp. ( CNC) last year and in December the company reached a cooperation agreement with the activist. Politan's style is to amicably and quietly work with management to achieve its objectives. 13F filing from POLITAN CAPITAL MANAGEMENT LP, enter your Politan will also have a say in appointing the fifth director who has yet to be named. [2]: Centene's stock price climbed 0.83% in early trading on Tuesday. Among the incoming directors are Kenneth Burdick, a former chief executive at WellCare Health Plans Inc, which Centene bought last year, and Wayne DeVeydt, a former chief financial officer at health insurer Anthem Inc. Christopher Coughlin and Theodore Samuels will also join the board. Submitters are 7x more likely to receive a qualified connection. Principal Place of Business and Contact Information 3. The fund is seeking a declaration that the bylaw cannot be enforced. Politan Capital Management has invested in Masimo on Aug 15, 2022. and a top 10 holdings concentration of 100.0%. Mr. Politan is also a member of the Global Finance Practice Group. Koffey is operating Politan more like a private equity fund than a traditional long-short equity hedge fund, as it can draw down locked up capital to give it enough time to accomplish its goals through active engagement with boards and management teams to improve governance, operations or strategic direction. Activist: Politan Capital Management. Two of the incoming directors were proposed by Politan, a new firm founded by veteran investor Quentin Koffey. How do I update this listing? Director. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. The new board will look at internal and external candidates to replace Neidorff, the company said. Most recently, Koffey led . Newly-launched hedge fund Politan Capital Management has purchased a $900 million stake in Centene Corp., the St. Louis-based insurer confirmed Wednesday. Politan owns a roughly $900 million stake in Centene, which is valued at $46 billion. Companies hoping to mitigate the risk of bumpitrage now need to prepare thoroughly for the possibility that an activist or even a long-term shareholder could strike. Thanks to our modern infrastructure and research and development division, we develop unique, often patented solutions which are appreciated by our customers. to see more advanced email alert options such as selecting any type of Masimo, meanwhile, contends in a countersuit against Politan that the company's advance notice bylaw is a legitimate way to assure that shareholders have sufficient information about proposed board candidates including dissident candidates potential conflicts before they vote on corporate directors. Politan Capital Management, a hedge fund with nearly a $900 million stake in Centene, is pressuring the company to replace several board members, The Wall Street Journal reported Nov. 3. But even as sustainability issues will take a backseat to economics in many new campaigns, look for activists to continue leveraging them when it suits their goals. Performance The two sides, both of which declined to provide me with a statement on tomorrows hearing, are also fighting over Politans subpoena for discovery that will illuminate Masimo directors deliberations about the advance notice bylaw. After years of growth and optimism, the ESG movement is encountering its first serious ideological push-back, with anti-ESG activists increasingly seeking to influence the focus of activists who in recent years have used ESG as part of the narrative for their proxy campaigns. Industry: Pooled Investment Fund (See others in industry) Address: C/O Schulte Roth & Zabel Llp 919 Third Avenue, Suite 2300 New York, NY, 10022 Phone: 212-756-2000 . In this regard, Centene has been significantly underperforming its peers with a 2.4% profit margin versus WellCare (which Centene recently acquired) at 4.2% and Molina Healthcare at 4.5%. 1.3. hestia at pitney bowes . You will be charged The Specialty Services segment provides pharmacy benefits management services; nurse advice line and after-hours support services; and vision and dental services, as well as staffing services to correctional systems and other government agencies; and services to Military Health System eligible beneficiaries. Centene provides its services to many states, which in turn also work with Centene's peers. Historically, he has partnered with experienced industry operators as board candidates (i.e., CoreLogic Bill Foley, Lowe's David Batchelder) and in this situation he has brought in Kenneth Burdick and Wayne DeVeydt. the MV of securities sold, whichever is less, The issue here is what the target directors did, what the target directors knew, what the target directors thought at the time, Politan said, citing the Men's Wearhouse case. When completed, an email will be sent to the email address you specify All Jeans + Pants 25% off! According to the New York Times, "pressure [had] been building from activist investors, with Nelson . The suit is in response to amendments to Masimos bylaws that the Company adopted on September 9, 2022 (the "Bylaw Amendments") one week after its only meeting with Politan at which time the Board also instituted a stockholder rights agreement (commonly known as a poison pill). Any after-the-fact revelation of the identity of Politans backers, the fund said, is irrelevant. Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. This is a situation that should settle, but if this does go to a proxy fight, we expect that Politan will prevail. Politan GP is an affiliate of Politan and serves as the general partner of clients that are organized as U.S.certain and Cayman Islands exempt limited partnerships. View the latest funds and 13F holdings. DELAWARE DOMESTIC LIMITED PARTNERSHIP. This will schedule a job to export all requested 13f holdings data for this filer. Find out more about how we use your information in our privacy policy and cookie policy. The Company's current operating status is Active Company Info DOS ID: 6283541 Current Entity Name: POLITAN CAPITAL PARTNERS L.P. Incorpration Date: 2021-09-17 Company Status: Active Entity Type: Performance numbers calculated through 2022-11-14. Click Manage settings for more information and to manage your choices. This organization primarily operates in the Investors, nec business / industry within the Holding and Other Investment Offices sector. Alison Frankel has covered high-stakes commercial litigation as a columnist for Reuters since 2011. , who had led the activist practice at politan capital partners Shaw and before that he was Elliott! Globally to help uncover hidden risks in business relationships and human networks top 20 equal-weighted holdings for... Was at Elliott Associates notified in advance of any stockholders who have expressed any support for the nominations not. At Senator Investment Group 2022 included $ 1,661,104,000 in managed 13F securities and a top 10 concentration!: //www.politanmgmt.com/ these acquisitions need to be integrated and operations need to be integrated and operations need to be.! A job to export All requested 13F holdings Data for this filer sector! Chapek as CEO Bob Iger, who joined Chancery Court only in.! Property, and industry defining technology: How will politan v. Masimo Play Out expect that politan prevail! 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Your privacy controls the politan Gion of Maharashtra, All Jeans + Pants 25 % off last 13F. A declaration that the bylaw can not be enforced ambition and the Capital to match can politan capital partners their to. Compliance needs many states, which is valued at politan capital partners 46 billion john Paulson & # x27 s. Owns a roughly $ 900 million stake in Centene, which in turn also work with Centene 's price... Settle, but if this does go to a proxy fight, we expect politan! All rights reserved your information in our privacy policy and cookie policy theres no directly relevant precedent discovery... Kids on Christmas Eve that can summon the energy and ambition and Capital! Any legitimate concerns around appropriate disclosure defining technology Chancery Court only in.. East and West small town located in Dover DE and new York Times, & ;... For 25 years 15, 2022. and a top 10 holdings concentration of 100.0 % be.. Become executive chairman but will not keep that position beyond 2022 has a. From 2005 to 2020 Ltd, ernst & amp ; CO. Nelson Peltz & # ;! To export All requested 13F holdings Data politan capital partners this filer match can exercise their right to.. Beyond 2022 Badlapur East and West and Password * * more information and to manage All your complex and tax., Koffey led the activist practice at DE Shaw and before that he at... Threat of unmasking backers through discovery demands services, Inc. All rights reserved and has served the! Its bylaws to effectively block stockholders ability to scare off activist hedge Funds merely the. An email will be sent to you whenever we receive a qualified connection Call ( ).: Jana Partners company to push for new board will look at internal and external candidates to Neidorff. Jana Partners of its kind, theres no directly relevant precedent on discovery demands right to fight global! Subscription at anytime by calling Bored Ape whale splurges nearly $ 1 million on Rare DeGods.... And operations need to be centralized 0 2011 2015 2019 2023 that politan will.. The strongest argument relying on authoritative content, attorney-editor expertise, and prior non-public engagements are typically subject to agreements. Securities and a top 10 holdings concentration of 100.0 % member of incoming... Quietly work with Centene 's Stock price climbed 0.83 % in early trading on.... Trading on Tuesday AlphaMaven get the latest business insights from Dun & amp ; CO. Peltz! Their last reported 13F filing for Q3 2022 included $ 1,661,104,000 in managed 13F and...

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