Holders over time
- HDB
- BAC
| Quarter | HDB | BAC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $3.7bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $3.7bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $3.7bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.2bn | 30 holders, $82.8bn |
| Q1 2022 | 17 holders, $3.2bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $2.4bn | 40 holders, $54.7bn |
| Q3 2022 | 15 holders, $2.7bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $59.0bn |
| Q1 2023 | 19 holders, $3.4bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $4.0bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $4.3bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $3.0bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $3.9bn | 35 holders, $68.9bn |
| Q3 2024 | 20 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $3.1bn | 44 holders, $72.1bn |
| Q4 2025 | 21 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $59.5bn |
| Q2 2026 | 21 holders, $1.9bn | 37 holders, $64.8bn |
HDFC Bank LTD
- Holders
- 19
- Reported value
- $3.0bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 among 93 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $64.4bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 93 comparable managers.
Who holds both, Q1 2024
Both (10)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only HDB (9)
Baillie Gifford & Co, D1 Capital Partners LP, Elliott Investment Management LP, Oaktree Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Southeastern Asset Management Inc, Steadfast Capital Management LP, Viking Global Investors LP
Only BAC (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management 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.