Holders over time
- HDB
- WFC
| Quarter | HDB | WFC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 34 holders, $15.9bn |
| Q4 2020 | 13 holders, $3.7bn | 33 holders, $19.5bn |
| Q1 2021 | 14 holders, $3.7bn | 31 holders, $23.4bn |
| Q2 2021 | 16 holders, $3.7bn | 33 holders, $28.0bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $27.7bn |
| Q4 2021 | 15 holders, $3.2bn | 32 holders, $28.6bn |
| Q1 2022 | 17 holders, $3.2bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $2.4bn | 32 holders, $24.1bn |
| Q3 2022 | 15 holders, $2.7bn | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $25.2bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $21.5bn |
| Q2 2023 | 22 holders, $4.0bn | 29 holders, $23.4bn |
| Q3 2023 | 21 holders, $3.6bn | 30 holders, $22.9bn |
| Q4 2023 | 24 holders, $4.3bn | 32 holders, $27.2bn |
| Q1 2024 | 19 holders, $3.0bn | 27 holders, $33.6bn |
| Q2 2024 | 21 holders, $3.9bn | 37 holders, $34.1bn |
| Q3 2024 | 20 holders, $2.8bn | 35 holders, $32.0bn |
| Q4 2024 | 24 holders, $3.2bn | 42 holders, $38.9bn |
| Q1 2025 | 24 holders, $3.3bn | 39 holders, $38.2bn |
| Q2 2025 | 21 holders, $3.7bn | 33 holders, $41.6bn |
| Q3 2025 | 22 holders, $3.1bn | 29 holders, $41.5bn |
| Q4 2025 | 21 holders, $2.5bn | 29 holders, $43.6bn |
| Q1 2026 | 24 holders, $1.8bn | 34 holders, $36.8bn |
| Q2 2026 | 21 holders, $1.9bn | 41 holders, $38.2bn |
HDFC Bank LTD
- Holders
- 24
- Reported value
- $4.3bn
- Buyers
- 17
- Sellers
- 5
Breadth +12 among 93 comparable managers.
Wells Fargo & Co
- Holders
- 32
- Reported value
- $27.2bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Who holds both, Q4 2023
Both (12)
AllianceBernstein LP, 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, Tudor Investment Corp, Wellington Management Group LLP
Only HDB (12)
Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, 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, Viking Global Investors LP, Winton Group Ltd
Only WFC (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Voloridge Investment 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.