Holders over time
- HIG
- BAC
| Quarter | HIG | BAC |
|---|---|---|
| Q3 2020 | 21 holders, $2.1bn | 33 holders, $48.3bn |
| Q4 2020 | 17 holders, $2.7bn | 36 holders, $60.7bn |
| Q1 2021 | 24 holders, $4.0bn | 33 holders, $77.6bn |
| Q2 2021 | 18 holders, $3.6bn | 30 holders, $83.1bn |
| Q3 2021 | 14 holders, $4.0bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.9bn | 30 holders, $82.8bn |
| Q1 2022 | 20 holders, $4.0bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $3.5bn | 40 holders, $54.7bn |
| Q3 2022 | 19 holders, $3.3bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $4.4bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $4.1bn | 32 holders, $50.5bn |
| Q2 2023 | 11 holders, $3.8bn | 37 holders, $49.0bn |
| Q3 2023 | 12 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 13 holders, $3.9bn | 34 holders, $56.6bn |
| Q1 2024 | 11 holders, $4.8bn | 35 holders, $64.4bn |
| Q2 2024 | 12 holders, $4.6bn | 35 holders, $68.9bn |
| Q3 2024 | 14 holders, $5.2bn | 43 holders, $60.8bn |
| Q4 2024 | 16 holders, $4.5bn | 43 holders, $63.8bn |
| Q1 2025 | 16 holders, $5.0bn | 40 holders, $59.8bn |
| Q2 2025 | 15 holders, $4.8bn | 44 holders, $67.4bn |
| Q3 2025 | 20 holders, $5.1bn | 44 holders, $72.1bn |
| Q4 2025 | 12 holders, $4.3bn | 41 holders, $68.5bn |
| Q1 2026 | 15 holders, $3.9bn | 39 holders, $59.5bn |
| Q2 2026 | 22 holders, $4.1bn | 37 holders, $64.8bn |
Hartford Insurance Group Inc
- Holders
- 16
- Reported value
- $4.5bn
- Buyers
- 10
- Sellers
- 5
Breadth +5 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 43
- Reported value
- $63.8bn
- Buyers
- 29
- Sellers
- 17
Breadth +12 among 94 comparable managers.
Who holds both, Q4 2024
Both (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only HIG (2)
Only BAC (29)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, and 4 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.