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HOS · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HOS
  • GEV
010203040201920222023202420252026
Holders and value by quarter
QuarterHOSGEV
Q1 20192 holders, $5.4mnone listed holders, n.a.
Q2 20191 holders, $54mnone listed holders, n.a.
Q3 20192 holders, $9.9mnone listed holders, n.a.
Q4 20192 holders, $11mnone listed holders, n.a.
Q2 20211 holders, $298knone listed holders, n.a.
Q4 20211 holders, $360knone listed holders, n.a.
Q1 20222 holders, $843knone listed holders, n.a.
Q2 20221 holders, $941knone listed holders, n.a.
Q3 20222 holders, $1.7mnone listed holders, n.a.
Q4 20226 holders, $35mnone listed holders, n.a.
Q1 20236 holders, $46mnone listed holders, n.a.
Q2 20235 holders, $44mnone listed holders, n.a.
Q3 20236 holders, $75mnone listed holders, n.a.
Q4 20237 holders, $61mnone listed holders, n.a.
Q1 20246 holders, $84m3 holders, $544m
Q2 20246 holders, $43m26 holders, $9.8bn
Q3 20242 holders, $20m31 holders, $11.9bn
Q4 20242 holders, $2.3m37 holders, $15.3bn
Q1 20252 holders, $4.2m36 holders, $14.8bn
Q2 20251 holders, $2.3m36 holders, $26.3bn
Q3 20251 holders, $3.5m35 holders, $29.5bn
Q4 20251 holders, $3.5m34 holders, $28.7bn
Q1 20262 holders, $6.0m31 holders, $36.7bn
Q2 20262 holders, $5.0m28 holders, $45.0bn
HOS

Helix Energy Solutions GRP I

Holders
7
Reported value
$61m
Buyers
2
Sellers
5

Breadth -3 among 93 comparable managers.

GEV

Ge Vernova Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 7 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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