Holders over time
- HCA
- ELV
| Quarter | HCA | ELV |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 30 holders, $15.0bn |
| Q4 2020 | 29 holders, $12.3bn | 29 holders, $16.7bn |
| Q1 2021 | 18 holders, $13.3bn | 25 holders, $18.6bn |
| Q2 2021 | 19 holders, $13.9bn | 30 holders, $19.4bn |
| Q3 2021 | 28 holders, $15.8bn | 26 holders, $18.5bn |
| Q4 2021 | 25 holders, $16.0bn | 29 holders, $23.3bn |
| Q1 2022 | 22 holders, $13.8bn | 31 holders, $23.9bn |
| Q2 2022 | 28 holders, $7.8bn | 32 holders, $23.3bn |
| Q3 2022 | 24 holders, $8.4bn | 34 holders, $22.6bn |
| Q4 2022 | 20 holders, $10.5bn | 34 holders, $25.5bn |
| Q1 2023 | 25 holders, $11.0bn | 39 holders, $22.5bn |
| Q2 2023 | 26 holders, $11.3bn | 38 holders, $20.6bn |
| Q3 2023 | 27 holders, $8.1bn | 34 holders, $19.8bn |
| Q4 2023 | 28 holders, $9.0bn | 36 holders, $20.3bn |
| Q1 2024 | 25 holders, $10.6bn | 35 holders, $21.3bn |
| Q2 2024 | 23 holders, $9.8bn | 33 holders, $22.1bn |
| Q3 2024 | 25 holders, $11.5bn | 30 holders, $20.2bn |
| Q4 2024 | 28 holders, $8.1bn | 32 holders, $15.9bn |
| Q1 2025 | 20 holders, $8.7bn | 28 holders, $17.1bn |
| Q2 2025 | 20 holders, $9.4bn | 27 holders, $14.8bn |
| Q3 2025 | 20 holders, $9.9bn | 27 holders, $12.7bn |
| Q4 2025 | 22 holders, $11.4bn | 25 holders, $17.0bn |
| Q1 2026 | 23 holders, $10.3bn | 26 holders, $13.6bn |
| Q2 2026 | 21 holders, $7.1bn | 28 holders, $17.7bn |
Hca Healthcare Inc
- Holders
- 28
- Reported value
- $8.1bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 among 94 comparable managers.
Elevance Health Inc Formerly
- Holders
- 32
- Reported value
- $15.9bn
- Buyers
- 20
- Sellers
- 12
Breadth +8 among 94 comparable managers.
Who holds both, Q4 2024
Both (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HCA (8)
Capital World Investors, Caxton Associates LLP, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Markel Group Inc, Scion Asset Management LLC, Viking Global Investors LP
Only ELV (12)
Artisan Partners LP, Baillie Gifford & Co, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Winton Group Ltd
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.