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
- 20
- Reported value
- $8.7bn
- Buyers
- 9
- Sellers
- 16
Breadth -7 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 28
- Reported value
- $17.1bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 95 comparable managers.
Who holds both, Q1 2025
Both (16)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only HCA (4)
Capital World Investors, GAMCO Investors Inc, Markel Group Inc, Viking Global Investors LP
Only ELV (12)
Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb 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.