SEC 13F Intelligence

Managers / Q3 2022 · view latest →

HANSEATIC MANAGEMENT SERVICES INC

CIK 0001128074 · 5600 WYOMING NE SUITE 220, ALBUQUERQUE, NM, 87109 · 5058282824

Reported Value
$37M
Q3 2022
Positions
100
Filings on Record
28
2019–present window
Filed
Nov 8, 2022
original filing

Summary

Hanseatic Management Services Inc reported $37M in U.S.-listed holdings across 100 positions for Q3 2022.

The portfolio is heavily concentrated: Vanguard S T Inflation Protect alone accounts for 25.6% of reported value.

Compared with Q2 2022, the fund opened 22 new positions and exited 25.

Portfolio Metrics

Turnover
+10.4%
vs prior filed quarter
Top-10 Concentration
+61.0%
share of reported value
Largest Position
+25.6%
Vanguard S T Inflation Protect
New / Exited
22 / 25
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $74MQ4 ’18Q1 ’19: $96MQ2 ’19: $98MQ3 ’19: $98MQ3 ’19Q4 ’19: $110MQ1 ’20: $94MQ2 ’20: $119MQ2 ’20Q3 ’20: $44MQ4 ’20: $47MQ1 ’21: $50MQ1 ’21Q2 ’21: $53MQ3 ’21: $58MQ4 ’21: $61MQ4 ’21Q1 ’22: $58MQ2 ’22: $44MQ3 ’22: $37MQ3 ’22Q1 ’23: $44,464Q2 ’23: $54,232Q4 ’23: $57MQ4 ’23Q1 ’24: $66MQ2 ’24: $67MQ3 ’24: $71MQ3 ’24Q4 ’24: $79MQ1 ’26: $104Mfilingsflow.com

Portfolio Composition

By security type
ETP: 56.9%Common Stock: 42.9%Tracking Stk: 0.1%Other: 0.0%REIT: 0.0%
  • ETP · 56.9% · $21M
  • Common Stock · 42.9% · $16M
  • Tracking Stk · 0.1% · $39,000
  • Other · 0.0% · $5,000
  • REIT · 0.0% · $4,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CAHCardinal Health Inc.NEW+8.1K8.1K+$543,000$543,000
DYDycom Industries IncNEW+4.7K4.7K+$451,000$451,000
GPCGenuine Parts CompanyNEW+3.0K3.0K+$440,000$440,000
ALLOAllogene Therapeutics Inc.NEW+39.3K39.3K+$425,000$425,000
GOGrocery Outlet Holding Corp.NEW+11.5K11.5K+$384,000$384,000
SWAVUSDShockWave Medical, Inc.NEW+1.4K1.4K+$383,000$383,000
HRBH&R Block Inc.NEW+839839+$36,000$36,000
SRPTSarepta Therapeutics IncNEW+321321+$35,000$35,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

50 positions
#IssuerClass% PortfolioValueShares
1Vanguard S-T Inflation-ProtectETF25.58%$9M196.7K
2SPDR Cons Staples SlctETF4.75%$2M26.3K
3Fidelity Utility ETFETF4.70%$2M41.1K
4Vanguard Large-Cap ETFETF4.65%$2M10.5K
5Fidelity MSCI Energy Index ETFETF4.61%$2M85.8K
6Aberdeen Stan. Bloom CMDTY StrETF4.57%$2M65.4K
7Vanguard Sm Cap ValueETF4.23%$2M10.9K
8VanEck Vectors Semiconductor EETF3.74%$1M7.5K
9CFCF Industries Holdings, Inc.history →COM2.29%$846,0008.8K
10CTRACoterra Energyhistory →COM1.93%$715,00027.4K
11DLTRDollar Tree, Inc.history →COM1.69%$626,0004.6K
12Aspen Technology, Inc.COM1.69%$624,0002.6K
13LNTHLantheus Holdings, Inc.history →COM1.63%$602,0008.6K
14CALMCal-Maine Foods Inc.history →COM1.58%$585,00010.5K
15SRESemprahistory →COM1.51%$558,0003.7K
16CAHCardinal Health Inc.history →COM1.47%$543,0008.1K
17MCKMcKesson Corphistory →COM1.46%$540,0001.6K
18K6BKBR, Inc.history →COM1.43%$529,00012.2K
19NINiSource Inchistory →COM1.41%$521,00020.7K
20ACHCAcadia Healthcare Company Inchistory →COM1.41%$520,0006.6K
21MTDRMatador Resources Companyhistory →COM1.38%$511,00010.5K
22VRTXVertex Pharmaceuticalshistory →COM1.35%$500,0001.7K
23LNGCheniere Energy Inchistory →COM1.32%$489,0002.9K
24PANWPalo Alto Networks, Inc.history →COM1.32%$489,0003.0K
25NOCNorthrop Grumman Corphistory →COM1.32%$488,0001.0K
26ISIIonis Pharmaceuticals, Inc.history →COM1.31%$486,00011.0K
27KOCoca-Cola Companyhistory →COM1.31%$485,0008.7K
28JPXAeroVironment, Inc.history →COM1.26%$465,0005.6K
29DYDycom Industries Inchistory →COM1.22%$451,0004.7K
30GPCGenuine Parts Companyhistory →COM1.19%$440,0003.0K
31ALLOAllogene Therapeutics Inc.history →COM1.15%$425,00039.3K
32FLRFluor Corporationhistory →COM1.14%$423,00017.0K
33OGSONE Gas, Inc.history →COM1.04%$386,0005.5K
34GOGrocery Outlet Holding Corp.history →COM1.04%$384,00011.5K
35SWAVUSDShockWave Medical, Inc.history →COM1.04%$383,0001.4K
36KRKroger Companyhistory →COM1.00%$370,0008.5K
37MUSAMurphy USA, Inc.COM0.44%$162,000591
38NEENextEra Energy, Inc.COM0.41%$151,0001.9K
39ATDAllegheny Technologies, Inc.COM0.31%$114,0004.3K
40DVNDevon Energy CorpCOM0.31%$114,0001.9K
41EXMOCExxon Mobil CorporationCOM0.30%$110,0001.3K
42BMYBristol-Myers Squibb Co.COM0.28%$103,0001.4K
43CLRUSDContinental Resources, Inc.COM0.14%$53,000800
44PAGPenske Automotive GroupCOM0.11%$40,000411
45LM05Liberty Media Sr A Formula OneCLA0.11%$39,000747
46JKHYJack Henry & AssociatesCOM0.10%$37,000205
47ABGAmerisourceBergen CorpCOM0.10%$36,000264
48PEOExelon CorpCOM0.10%$36,000964
49HRBH&R Block Inc.COM0.10%$36,000839
50CNPCenterPoint Energy IncCOM0.10%$36,0001.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$104M80May 6, 202613F-HRchanges · EDGAR ↗
Q4 2024$79M117Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$71M113Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$67M114Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$66M113May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$57M109Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review119Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$54,232112Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$44,464106May 15, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022Under review106Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$37M100Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$44M103Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$58M137Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$61M141Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$58M147Oct 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$53M147Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$50M148May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$47M150Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$44M177Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$119M179Aug 10, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$94M198Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$110M232Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$98M201Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$98M207Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$96M262May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$74M248Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.