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ADUS · ELV 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.
  • ADUS
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterADUSELV
Q3 20204 holders, $75m30 holders, $15.0bn
Q4 20203 holders, $103m29 holders, $16.7bn
Q1 20211 holders, $84m25 holders, $18.6bn
Q2 20211 holders, $73m30 holders, $19.4bn
Q3 20213 holders, $77m26 holders, $18.5bn
Q4 20213 holders, $91m29 holders, $23.3bn
Q1 20222 holders, $88m31 holders, $23.9bn
Q2 20222 holders, $80m32 holders, $23.3bn
Q3 20222 holders, $91m34 holders, $22.6bn
Q4 20222 holders, $70m34 holders, $25.5bn
Q1 20233 holders, $77m39 holders, $22.5bn
Q2 20232 holders, $4.3m38 holders, $20.6bn
Q3 20231 holders, $3.9m34 holders, $19.8bn
Q4 20231 holders, $4.6m36 holders, $20.3bn
Q1 20242 holders, $50m35 holders, $21.3bn
Q2 20242 holders, $89m33 holders, $22.1bn
Q3 20241 holders, $11m30 holders, $20.2bn
Q4 20242 holders, $59m32 holders, $15.9bn
Q1 20252 holders, $83m28 holders, $17.1bn
Q2 20252 holders, $188m27 holders, $14.8bn
Q3 20251 holders, $142m27 holders, $12.7bn
Q4 20252 holders, $173m25 holders, $17.0bn
Q1 20261 holders, $144m26 holders, $13.6bn
Q2 20261 holders, $140m28 holders, $17.7bn
ADUS

Addus Homecare Corp

Holders
2
Reported value
$50m
Buyers
2
Sellers
0

Breadth +2 among 93 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
35
Reported value
$21.3bn
Buyers
16
Sellers
20

Breadth -4 among 93 comparable managers.

Who holds both, Q1 2024

Among the 35 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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