Your not reading that form correctly. It's a 13G amendment. They have 45 days from year end to amend their holdings on companies which they own more than 5 %. They actually sold some shares and brought their ownership level down. There are reams of 13G amendments being filed now as funds took some year end profits.
Did their percentage drop a little because the OS count increased with the recent offering or did they actually lighten up on their holdings? I had assumed it was the former but I'll admit that I didn't go back to check the amount of their holdings bfore the amended 13G.