Holders over time
- HDB
- BAC
| Quarter | HDB | BAC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $3.7bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $3.7bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $3.7bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.2bn | 30 holders, $82.8bn |
| Q1 2022 | 17 holders, $3.2bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $2.4bn | 40 holders, $54.7bn |
| Q3 2022 | 15 holders, $2.7bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $59.0bn |
| Q1 2023 | 19 holders, $3.4bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $4.0bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $4.3bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $3.0bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $3.9bn | 35 holders, $68.9bn |
| Q3 2024 | 20 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $3.1bn | 44 holders, $72.1bn |
| Q4 2025 | 21 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $59.5bn |
| Q2 2026 | 21 holders, $1.9bn | 37 holders, $64.8bn |
HDFC Bank LTD
- Holders
- 24
- Reported value
- $3.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 40
- Reported value
- $59.8bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Who holds both, Q1 2025
Both (15)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd
Only HDB (9)
Baillie Gifford & Co, Discovery Capital Management LLC, Egerton Capital UK LLP, Elliott Investment Management LP, Marshall Wace LLP, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP
Only BAC (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Woodline Partners 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.