Holders over time
- HDB
- JPM
| Quarter | HDB | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 35 holders, $33.0bn |
| Q4 2020 | 13 holders, $3.7bn | 32 holders, $45.6bn |
| Q1 2021 | 14 holders, $3.7bn | 32 holders, $49.9bn |
| Q2 2021 | 16 holders, $3.7bn | 31 holders, $48.4bn |
| Q3 2021 | 16 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.2bn | 34 holders, $46.1bn |
| Q1 2022 | 17 holders, $3.2bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $2.4bn | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $2.7bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $4.0bn | 34 holders, $38.7bn |
| Q3 2023 | 21 holders, $3.6bn | 32 holders, $39.4bn |
| Q4 2023 | 24 holders, $4.3bn | 30 holders, $45.0bn |
| Q1 2024 | 19 holders, $3.0bn | 37 holders, $52.6bn |
| Q2 2024 | 21 holders, $3.9bn | 36 holders, $52.8bn |
| Q3 2024 | 20 holders, $2.8bn | 29 holders, $50.1bn |
| Q4 2024 | 24 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 24 holders, $3.3bn | 35 holders, $51.3bn |
| Q2 2025 | 21 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 22 holders, $3.1bn | 36 holders, $63.3bn |
| Q4 2025 | 21 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $51.7bn |
| Q2 2026 | 21 holders, $1.9bn | 43 holders, $54.6bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $3.9bn
- Buyers
- 15
- Sellers
- 5
Breadth +10 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $52.8bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (12)
Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only HDB (9)
Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, Elliott Investment Management LP, Oaktree Capital Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP
Only JPM (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP
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.