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ELV · HUM 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.
  • ELV
  • HUM
010203040202120222023202420252026
Holders and value by quarter
QuarterELVHUM
Q3 202030 holders, $15.0bn30 holders, $18.0bn
Q4 202029 holders, $16.7bn30 holders, $17.6bn
Q1 202125 holders, $18.6bn26 holders, $17.2bn
Q2 202130 holders, $19.4bn28 holders, $18.1bn
Q3 202126 holders, $18.5bn33 holders, $16.8bn
Q4 202129 holders, $23.3bn29 holders, $20.3bn
Q1 202231 holders, $23.9bn32 holders, $17.7bn
Q2 202232 holders, $23.3bn29 holders, $18.1bn
Q3 202234 holders, $22.6bn32 holders, $17.7bn
Q4 202234 holders, $25.5bn31 holders, $17.2bn
Q1 202339 holders, $22.5bn31 holders, $16.7bn
Q2 202338 holders, $20.6bn28 holders, $14.2bn
Q3 202334 holders, $19.8bn35 holders, $16.5bn
Q4 202336 holders, $20.3bn34 holders, $13.3bn
Q1 202435 holders, $21.3bn37 holders, $9.8bn
Q2 202433 holders, $22.1bn34 holders, $11.3bn
Q3 202430 holders, $20.2bn28 holders, $8.4bn
Q4 202432 holders, $15.9bn19 holders, $7.3bn
Q1 202528 holders, $17.1bn26 holders, $7.3bn
Q2 202527 holders, $14.8bn24 holders, $6.7bn
Q3 202527 holders, $12.7bn17 holders, $6.5bn
Q4 202525 holders, $17.0bn14 holders, $6.5bn
Q1 202626 holders, $13.6bn14 holders, $3.8bn
Q2 202628 holders, $17.7bn25 holders, $10.6bn
ELV

Elevance Health Inc Formerly

Holders
35
Reported value
$21.3bn
Buyers
16
Sellers
20

Breadth -4 among 93 comparable managers.

HUM

Humana Inc

Holders
37
Reported value
$9.8bn
Buyers
22
Sellers
17

Breadth +5 among 93 comparable managers.

Who holds both, Q1 2024

Among the 46 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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