L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 12 Feb 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 12 listed it in both
Shares listed
19,717,480
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 8 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 EHC in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Invesco Ltd5,536,251$511m0.09%Added+176,13513 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP4,030,442$372m0.07%Trimmed-1,189,73212 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP2,076,869$192m0.07%Added+117,61712 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,610,669$149munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
MFS Investment Management1,110,521$103munder 0.1%Trimmed-62312 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,094,570$101m0.08%Trimmed-48,57212 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,078,888$100m0.05%Trimmed-498,83114 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors780,929$72munder 0.1%Trimmed-6,92013 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC689,206$64m0.08%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP466,608$43m0.14%Trimmed-15,04314 Feb 2025 (the filing on sec.gov)
Farallon Capital Management LLC461,000$43m0.19%Added+458,00014 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP302,317$28m0.06%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP211,935$20m0.24%Heldn.a.14 Feb 2025 (the filing on sec.gov)
Woodline Partners LP184,473$17m0.12%Added+56,81714 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP67,870$6.3munder 0.1%Newnew12 Feb 2025 (the filing on sec.gov)
Winton Group Ltd9,729$898k0.06%Trimmed-4,80412 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP5,203$480kunder 0.1%Added+33614 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

0102030201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EHC by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20171$21mn.a.n.a.
Q1 20187$258mn.a.n.a.
Q2 201812$444mn.a.n.a.
Q3 201815$654mn.a.n.a.
Q4 201816$627mn.a.n.a.
Q1 201918$667mn.a.n.a.
Q2 201916$793mn.a.n.a.
Q3 201910$843mn.a.n.a.
Q4 201912$1.1bnn.a.n.a.
Q1 202015$1.2bnn.a.n.a.
Q2 202014$1.1bnn.a.n.a.
Q3 202010$1.3bnn.a.n.a.
Q4 202011$1.6bnn.a.n.a.
Q1 202113$1.2bnn.a.n.a.
Q2 202116$1.2bnn.a.n.a.
Q3 202118$1.3bnn.a.n.a.
Q4 202113$1.2bnn.a.n.a.
Q1 202212$1.4bnn.a.n.a.
Q2 202212$1.2bnn.a.n.a.
Q3 202213$914mn.a.n.a.
Q4 202211$1.0bnn.a.n.a.
Q1 20238$811mn.a.n.a.
Q2 202314$1.4bnn.a.n.a.
Q3 202316$1.3bnn.a.n.a.
Q4 202311$1.3bn83
Q1 202414$1.7bn86
Q2 202410$1.5bn53
Q3 202414$1.8bn75
Q4 202417$1.8bn98
Q1 202511$1.8bn56
Q2 202516$2.1bn96
Q3 202521$2.6bn165
Q4 202517$2.4bn1922
Q1 202617$2.0bn2117
Q2 202613$2.0bn1818

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EHC and UNH →EHC and ELV →EHC and CI →Choose a stock to compare with EHC →

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 EHC, latest filings →Back to the 13F Explorer →