Holders over time
- MCK
- ELV
| Quarter | MCK | ELV |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 30 holders, $15.0bn |
| Q4 2020 | 21 holders, $3.2bn | 29 holders, $16.7bn |
| Q1 2021 | 18 holders, $3.7bn | 25 holders, $18.6bn |
| Q2 2021 | 20 holders, $3.9bn | 30 holders, $19.4bn |
| Q3 2021 | 16 holders, $3.6bn | 26 holders, $18.5bn |
| Q4 2021 | 21 holders, $4.6bn | 29 holders, $23.3bn |
| Q1 2022 | 18 holders, $6.4bn | 31 holders, $23.9bn |
| Q2 2022 | 22 holders, $7.5bn | 32 holders, $23.3bn |
| Q3 2022 | 22 holders, $8.1bn | 34 holders, $22.6bn |
| Q4 2022 | 25 holders, $8.8bn | 34 holders, $25.5bn |
| Q1 2023 | 27 holders, $9.1bn | 39 holders, $22.5bn |
| Q2 2023 | 31 holders, $9.4bn | 38 holders, $20.6bn |
| Q3 2023 | 27 holders, $9.3bn | 34 holders, $19.8bn |
| Q4 2023 | 31 holders, $9.7bn | 36 holders, $20.3bn |
| Q1 2024 | 31 holders, $10.0bn | 35 holders, $21.3bn |
| Q2 2024 | 28 holders, $10.3bn | 33 holders, $22.1bn |
| Q3 2024 | 24 holders, $7.6bn | 30 holders, $20.2bn |
| Q4 2024 | 30 holders, $9.5bn | 32 holders, $15.9bn |
| Q1 2025 | 28 holders, $10.7bn | 28 holders, $17.1bn |
| Q2 2025 | 24 holders, $12.0bn | 27 holders, $14.8bn |
| Q3 2025 | 24 holders, $12.8bn | 27 holders, $12.7bn |
| Q4 2025 | 23 holders, $13.4bn | 25 holders, $17.0bn |
| Q1 2026 | 21 holders, $13.7bn | 26 holders, $13.6bn |
| Q2 2026 | 25 holders, $10.8bn | 28 holders, $17.7bn |
Mckesson Corp
- Holders
- 31
- Reported value
- $9.7bn
- Buyers
- 16
- Sellers
- 18
Breadth -2 among 93 comparable managers.
Elevance Health Inc Formerly
- Holders
- 36
- Reported value
- $20.3bn
- Buyers
- 10
- Sellers
- 27
Breadth -17 among 93 comparable managers.
Who holds both, Q4 2023
Both (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Glenview Capital Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MCK (7)
Balyasny Asset Management LLC, Caxton Associates LLP, Holocene Advisors LP, Third Point LLC, Tudor Investment Corp, Viking Global Investors LP, Winton Group Ltd
Only ELV (12)
Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Two Sigma Advisers LP
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.