Holders over time
- HDB
- JPM
| Quarter | HDB | JPM |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 35 holders, $33.0bn |
| Q4 2020 | 13 holders, $3.7bn | 32 holders, $45.6bn |
| Q1 2021 | 14 holders, $3.7bn | 32 holders, $49.9bn |
| Q2 2021 | 16 holders, $3.7bn | 31 holders, $48.4bn |
| Q3 2021 | 16 holders, $3.6bn | 31 holders, $48.9bn |
| Q4 2021 | 15 holders, $3.2bn | 34 holders, $46.1bn |
| Q1 2022 | 17 holders, $3.2bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $2.4bn | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $2.7bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 22 holders, $4.0bn | 34 holders, $38.7bn |
| Q3 2023 | 21 holders, $3.6bn | 32 holders, $39.4bn |
| Q4 2023 | 24 holders, $4.3bn | 30 holders, $45.0bn |
| Q1 2024 | 19 holders, $3.0bn | 37 holders, $52.6bn |
| Q2 2024 | 21 holders, $3.9bn | 36 holders, $52.8bn |
| Q3 2024 | 20 holders, $2.8bn | 29 holders, $50.1bn |
| Q4 2024 | 24 holders, $3.2bn | 30 holders, $55.8bn |
| Q1 2025 | 24 holders, $3.3bn | 35 holders, $51.3bn |
| Q2 2025 | 21 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 22 holders, $3.1bn | 36 holders, $63.3bn |
| Q4 2025 | 21 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $51.7bn |
| Q2 2026 | 21 holders, $1.9bn | 43 holders, $54.6bn |
HDFC Bank LTD
- Holders
- 24
- Reported value
- $3.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 35
- Reported value
- $51.3bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 95 comparable managers.
Who holds both, Q1 2025
Both (11)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Wellington Management Group LLP
Only HDB (13)
Artisan Partners LP, Baillie Gifford & Co, Discovery Capital Management LLC, Egerton Capital UK LLP, Elliott Investment Management LP, Marshall Wace LLP, Maverick Capital Ltd, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, Two Sigma Advisers LP, Winton Group Ltd
Only JPM (24)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, 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.