Holders over time
- VCYT
- ELV
| Quarter | VCYT | ELV |
|---|---|---|
| Q3 2020 | 4 holders, $483m | 30 holders, $15.0bn |
| Q4 2020 | 4 holders, $790m | 29 holders, $16.7bn |
| Q1 2021 | 4 holders, $891m | 25 holders, $18.6bn |
| Q2 2021 | 4 holders, $480m | 30 holders, $19.4bn |
| Q3 2021 | 4 holders, $816m | 26 holders, $18.5bn |
| Q4 2021 | 4 holders, $760m | 29 holders, $23.3bn |
| Q1 2022 | 5 holders, $376m | 31 holders, $23.9bn |
| Q2 2022 | 3 holders, $233m | 32 holders, $23.3bn |
| Q3 2022 | 2 holders, $214m | 34 holders, $22.6bn |
| Q4 2022 | 4 holders, $452m | 34 holders, $25.5bn |
| Q1 2023 | 4 holders, $430m | 39 holders, $22.5bn |
| Q2 2023 | 5 holders, $503m | 38 holders, $20.6bn |
| Q3 2023 | 5 holders, $406m | 34 holders, $19.8bn |
| Q4 2023 | 4 holders, $496m | 36 holders, $20.3bn |
| Q1 2024 | 3 holders, $388m | 35 holders, $21.3bn |
| Q2 2024 | 4 holders, $380m | 33 holders, $22.1bn |
| Q3 2024 | 5 holders, $510m | 30 holders, $20.2bn |
| Q4 2024 | 7 holders, $657m | 32 holders, $15.9bn |
| Q1 2025 | 4 holders, $388m | 28 holders, $17.1bn |
| Q2 2025 | 3 holders, $278m | 27 holders, $14.8bn |
| Q3 2025 | 3 holders, $407m | 27 holders, $12.7bn |
| Q4 2025 | 4 holders, $429m | 25 holders, $17.0bn |
| Q1 2026 | 4 holders, $278m | 26 holders, $13.6bn |
| Q2 2026 | 7 holders, $663m | 28 holders, $17.7bn |
Veracyte Inc
- Holders
- 7
- Reported value
- $663m
- Buyers
- 14
- Sellers
- 18
Breadth -4 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 (4)
Artisan Partners LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Wellington Management Group LLP
Only VCYT (3)
ARK Investment Management LLC, Moore Capital Management LP, Point72 Asset Management LP
Only ELV (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Two Sigma Investments 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.