Holders over time
- HPE
- AVGO
| Quarter | HPE | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $1.8bn | 22 holders, $31.2bn |
| Q4 2020 | 10 holders, $2.3bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.9bn | 19 holders, $38.2bn |
| Q2 2021 | 15 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $2.1bn | 19 holders, $37.7bn |
| Q4 2021 | 14 holders, $2.2bn | 25 holders, $50.3bn |
| Q1 2022 | 13 holders, $2.1bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $1.7bn | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $1.2bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.0bn | 29 holders, $50.6bn |
| Q1 2023 | 13 holders, $2.1bn | 30 holders, $41.6bn |
| Q2 2023 | 17 holders, $2.5bn | 27 holders, $55.4bn |
| Q3 2023 | 17 holders, $2.4bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $2.5bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $2.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.9bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $1.4bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.2bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $593m | 48 holders, $102bn |
| Q2 2025 | 19 holders, $1.4bn | 42 holders, $172bn |
| Q3 2025 | 24 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 22 holders, $3.3bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $3.3bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $7.2bn | 52 holders, $262bn |
Hewlett Packard Enterprise C
- Holders
- 20
- Reported value
- $2.7bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 among 93 comparable managers.
Broadcom Inc
- Holders
- 39
- Reported value
- $86.3bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 93 comparable managers.
Who holds both, Q1 2024
Both (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Point72 Asset Management LP
Only HPE (9)
Arrowstreet Capital LP, Davidson Kempner Capital Management LP, GAMCO Investors Inc, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only AVGO (28)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Element Capital Management LLC, Fidelity (FMR LLC), Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, and 3 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.