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HLIO · GE 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.

HLIOGE
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • HLIO
  • GE
01020304020222023202420252026
Holders and value by quarter
QuarterHLIOGE
Q3 20211 holders, $331k25 holders, $26.6bn
Q4 20211 holders, $283m26 holders, $26.6bn
Q1 2022none listed holders, n.a.25 holders, $27.5bn
Q2 2022none listed holders, n.a.24 holders, $19.7bn
Q3 2022none listed holders, n.a.22 holders, $17.9bn
Q4 2022none listed holders, n.a.27 holders, $23.5bn
Q1 20231 holders, $14m27 holders, $29.4bn
Q2 2023none listed holders, n.a.36 holders, $33.2bn
Q3 2023none listed holders, n.a.31 holders, $32.0bn
Q4 2023none listed holders, n.a.34 holders, $35.7bn
Q1 20241 holders, $147m39 holders, $48.3bn
Q2 20242 holders, $173m35 holders, $44.2bn
Q3 20241 holders, $30m33 holders, $50.4bn
Q4 2024none listed holders, n.a.35 holders, $42.1bn
Q1 2025none listed holders, n.a.36 holders, $48.4bn
Q2 20251 holders, $931k33 holders, $61.9bn
Q3 20251 holders, $3.3m31 holders, $67.0bn
Q4 20251 holders, $2.7m35 holders, $67.3bn
Q1 20261 holders, $46m38 holders, $62.0bn
Q2 20261 holders, $68m33 holders, $76.9bn
HLIO

Helios Technologies Inc

Holders
1
Reported value
$147m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

Industrials
GE

Ge Aerospace

Holders
39
Reported value
$48.3bn
Buyers
22
Sellers
20

Breadth +2 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q1 2024

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only HLIO (1)

Wellington Management Group LLP

Only GE (39)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, and 14 more

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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