Holders over time
- HIMS
- ELV
| Quarter | HIMS | ELV |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $15.0bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $16.7bn |
| Q1 2021 | 3 holders, $73m | 25 holders, $18.6bn |
| Q2 2021 | 2 holders, $60m | 30 holders, $19.4bn |
| Q3 2021 | 1 holders, $28m | 26 holders, $18.5bn |
| Q4 2021 | 1 holders, $25m | 29 holders, $23.3bn |
| Q1 2022 | 1 holders, $17m | 31 holders, $23.9bn |
| Q2 2022 | 1 holders, $15m | 32 holders, $23.3bn |
| Q3 2022 | 3 holders, $21m | 34 holders, $22.6bn |
| Q4 2022 | 3 holders, $51m | 34 holders, $25.5bn |
| Q1 2023 | 7 holders, $91m | 39 holders, $22.5bn |
| Q2 2023 | 5 holders, $86m | 38 holders, $20.6bn |
| Q3 2023 | 4 holders, $56m | 34 holders, $19.8bn |
| Q4 2023 | 4 holders, $64m | 36 holders, $20.3bn |
| Q1 2024 | 8 holders, $242m | 35 holders, $21.3bn |
| Q2 2024 | 11 holders, $344m | 33 holders, $22.1bn |
| Q3 2024 | 13 holders, $313m | 30 holders, $20.2bn |
| Q4 2024 | 10 holders, $628m | 32 holders, $15.9bn |
| Q1 2025 | 8 holders, $738m | 28 holders, $17.1bn |
| Q2 2025 | 9 holders, $1.9bn | 27 holders, $14.8bn |
| Q3 2025 | 9 holders, $2.5bn | 27 holders, $12.7bn |
| Q4 2025 | 4 holders, $740m | 25 holders, $17.0bn |
| Q1 2026 | 6 holders, $68m | 26 holders, $13.6bn |
| Q2 2026 | 4 holders, $183m | 28 holders, $17.7bn |
Hims & Hers Health Inc
- Holders
- 10
- Reported value
- $628m
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (6)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only HIMS (4)
Farallon Capital Management LLC, Freestone Grove Partners LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC
Only ELV (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 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.