Holders over time
- HDB
- BAC
| Quarter | HDB | BAC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $3.7bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $3.7bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $3.7bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.2bn | 30 holders, $82.8bn |
| Q1 2022 | 17 holders, $3.2bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $2.4bn | 40 holders, $54.7bn |
| Q3 2022 | 15 holders, $2.7bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $59.0bn |
| Q1 2023 | 19 holders, $3.4bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $4.0bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $4.3bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $3.0bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $3.9bn | 35 holders, $68.9bn |
| Q3 2024 | 20 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $3.1bn | 44 holders, $72.1bn |
| Q4 2025 | 21 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $59.5bn |
| Q2 2026 | 21 holders, $1.9bn | 37 holders, $64.8bn |
HDFC Bank LTD
- Holders
- 24
- Reported value
- $4.3bn
- Buyers
- 17
- Sellers
- 5
Breadth +12 among 93 comparable managers.
Bank of Amer Corp
- Holders
- 34
- Reported value
- $56.6bn
- Buyers
- 16
- Sellers
- 18
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (14)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only HDB (10)
Baillie Gifford & Co, D1 Capital Partners LP, Egerton Capital UK LLP, Lone Pine Capital LLC, Polen Capital Management LLC, Quantbot Technologies LP, Southeastern Asset Management Inc, Steadfast Capital Management LP, Tudor Investment Corp, Viking Global Investors LP
Only BAC (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Walleye Capital LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.