- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 14 listed it in both
- Shares listed
- 47,414,219
- combined, among listed positions
- Reported value
- $3.6bn
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing DD in Q4 2023
18 of 18 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 908,457 shares now+683,184
- Marshall Wace LLPnew position · 465,085 shares now+465,085
- Two Sigma Investments LPexisting position · 689,576 shares now+160,128
- Woodline Partners LPnew position · 132,362 shares now+132,362
- Davidson Kempner Capital Management LPnew position · 30,000 shares now+30,000
Reductions
- Fidelity (FMR LLC)existing position · 7,068,698 shares now-6,556,431
- Holocene Advisors LPexisting position · 190,999 shares now-1,993,532
- MFS Investment Managementexisting position · 22,155,608 shares now-704,302
- Third Point LLCexisting position · 3,465,000 shares now-685,000
- Balyasny Asset Management LLCexisting position · 1,276,812 shares now-586,258
New positions and exits
New (3)
Exited (1)
- Glenview Capital Management LLCwas $32m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 21 | $7.9bn | n.a. | n.a. |
| Q3 2019 | 25 | $7.9bn | n.a. | n.a. |
| Q4 2019 | 32 | $6.4bn | n.a. | n.a. |
| Q1 2020 | 23 | $3.4bn | n.a. | n.a. |
| Q2 2020 | 26 | $5.9bn | n.a. | n.a. |
| Q3 2020 | 26 | $6.1bn | n.a. | n.a. |
| Q4 2020 | 26 | $8.9bn | n.a. | n.a. |
| Q1 2021 | 24 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 24 | $4.0bn | n.a. | n.a. |
| Q3 2021 | 20 | $3.3bn | n.a. | n.a. |
| Q4 2021 | 19 | $4.4bn | n.a. | n.a. |
| Q1 2022 | 16 | $3.9bn | n.a. | n.a. |
| Q2 2022 | 17 | $3.0bn | n.a. | n.a. |
| Q3 2022 | 14 | $2.8bn | n.a. | n.a. |
| Q4 2022 | 20 | $10.6bn | n.a. | n.a. |
| Q1 2023 | 19 | $4.1bn | n.a. | n.a. |
| Q2 2023 | 18 | $4.1bn | n.a. | n.a. |
| Q3 2023 | 17 | $4.3bn | n.a. | n.a. |
| Q4 2023 | 18 | $3.6bn | 7 | 12 |
| Q1 2024 | 16 | $3.6bn | 12 | 7 |
| Q2 2024 | 20 | $3.5bn | 10 | 9 |
| Q3 2024 | 22 | $3.9bn | 12 | 10 |
| Q4 2024 | 23 | $3.0bn | 13 | 11 |
| Q1 2025 | 27 | $2.9bn | 16 | 11 |
| Q2 2025 | 20 | $2.6bn | 11 | 14 |
| Q3 2025 | 22 | $2.7bn | 12 | 12 |
| Q4 2025 | 15 | $946m | 16 | 22 |
| Q1 2026 | 14 | $1.1bn | 18 | 20 |
| Q2 2026 | 10 | $834m | 4 | 31 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
DD and LIN →DD and GLW →DD and HWM →Choose a stock to compare with DD →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own DD, latest filings →Back to the 13F Explorer →