Holders over time
- ECHO
- CMCSA
| Quarter | ECHO | CMCSA |
|---|---|---|
| Q3 2020 | 3 holders, $115m | 32 holders, $40.8bn |
| Q4 2020 | 5 holders, $105m | 35 holders, $45.9bn |
| Q1 2021 | 5 holders, $92m | 38 holders, $49.8bn |
| Q2 2021 | 4 holders, $110m | 34 holders, $52.9bn |
| Q3 2021 | 4 holders, $104m | 33 holders, $51.4bn |
| Q4 2021 | 4 holders, $79m | 37 holders, $45.2bn |
| Q1 2022 | 5 holders, $65m | 38 holders, $40.3bn |
| Q2 2022 | 4 holders, $53m | 39 holders, $32.1bn |
| Q3 2022 | 4 holders, $45m | 37 holders, $22.8bn |
| Q4 2022 | 3 holders, $13m | 28 holders, $25.4bn |
| Q1 2023 | 4 holders, $18m | 26 holders, $28.7bn |
| Q2 2023 | 3 holders, $17m | 25 holders, $29.4bn |
| Q3 2023 | 4 holders, $37m | 32 holders, $30.6bn |
| Q4 2023 | 5 holders, $44m | 25 holders, $28.6bn |
| Q1 2024 | 3 holders, $205m | 26 holders, $26.8bn |
| Q2 2024 | 3 holders, $293m | 28 holders, $24.1bn |
| Q3 2024 | 4 holders, $404m | 33 holders, $27.0bn |
| Q4 2024 | 6 holders, $342m | 29 holders, $24.1bn |
| Q1 2025 | 5 holders, $374m | 33 holders, $24.1bn |
| Q2 2025 | 4 holders, $407m | 34 holders, $22.3bn |
| Q3 2025 | 14 holders, $1.6bn | 34 holders, $18.9bn |
| Q4 2025 | 18 holders, $2.8bn | 33 holders, $20.0bn |
| Q1 2026 | 26 holders, $3.8bn | 28 holders, $20.1bn |
| Q2 2026 | 16 holders, $2.4bn | 29 holders, $16.2bn |
Echostar Corp
- Holders
- 18
- Reported value
- $2.8bn
- Buyers
- 26
- Sellers
- 16
Breadth +10 among 92 comparable managers.
Comcast Corp New
- Holders
- 33
- Reported value
- $20.0bn
- Buyers
- 23
- Sellers
- 26
Breadth -3 among 92 comparable managers.
Who holds both, Q4 2025
Both (10)
Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Rokos Capital Management LLP, Winton Group Ltd
Only ECHO (8)
Balyasny Asset Management LLC, Carl C. Icahn, D1 Capital Partners LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Sachem Head Capital Management LP, Steadfast Capital Management LP
Only CMCSA (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Markel Group Inc, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.