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
- 9
- Reported value
- $2.5bn
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 27
- Reported value
- $12.7bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 among 95 comparable managers.
Who holds both, Q3 2025
Only HIMS (6)
Capital World Investors, Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Jane Street Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC
Only ELV (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Wellington Management Group LLP
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.