Holders over time
- MOH
- ELV
| Quarter | MOH | ELV |
|---|---|---|
| Q3 2020 | 16 holders, $3.9bn | 30 holders, $15.0bn |
| Q4 2020 | 12 holders, $4.3bn | 29 holders, $16.7bn |
| Q1 2021 | 11 holders, $4.6bn | 25 holders, $18.6bn |
| Q2 2021 | 14 holders, $4.8bn | 30 holders, $19.4bn |
| Q3 2021 | 13 holders, $5.4bn | 26 holders, $18.5bn |
| Q4 2021 | 16 holders, $5.9bn | 29 holders, $23.3bn |
| Q1 2022 | 16 holders, $6.6bn | 31 holders, $23.9bn |
| Q2 2022 | 18 holders, $5.5bn | 32 holders, $23.3bn |
| Q3 2022 | 19 holders, $6.1bn | 34 holders, $22.6bn |
| Q4 2022 | 21 holders, $6.3bn | 34 holders, $25.5bn |
| Q1 2023 | 23 holders, $5.3bn | 39 holders, $22.5bn |
| Q2 2023 | 19 holders, $5.9bn | 38 holders, $20.6bn |
| Q3 2023 | 16 holders, $7.1bn | 34 holders, $19.8bn |
| Q4 2023 | 16 holders, $7.9bn | 36 holders, $20.3bn |
| Q1 2024 | 16 holders, $8.6bn | 35 holders, $21.3bn |
| Q2 2024 | 22 holders, $6.2bn | 33 holders, $22.1bn |
| Q3 2024 | 19 holders, $7.0bn | 30 holders, $20.2bn |
| Q4 2024 | 20 holders, $5.8bn | 32 holders, $15.9bn |
| Q1 2025 | 18 holders, $7.2bn | 28 holders, $17.1bn |
| Q2 2025 | 19 holders, $6.1bn | 27 holders, $14.8bn |
| Q3 2025 | 16 holders, $3.3bn | 27 holders, $12.7bn |
| Q4 2025 | 11 holders, $2.3bn | 25 holders, $17.0bn |
| Q1 2026 | 13 holders, $1.7bn | 26 holders, $13.6bn |
| Q2 2026 | 13 holders, $3.1bn | 28 holders, $17.7bn |
Molina Healthcare Inc
- Holders
- 13
- Reported value
- $3.1bn
- Buyers
- 18
- Sellers
- 19
Breadth -1 among 91 comparable managers.
Elevance Health Inc Formerly
- Holders
- 28
- Reported value
- $17.7bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Baupost Group LLC, Caxton Associates LLP, Harris Associates LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP
Only MOH (4)
Capital Research Global Investors, Capital World Investors, Tudor Investment Corp, Voloridge Investment Management LLC
Only ELV (19)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, 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.