L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Feb 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
36,277,770
combined, among listed positions
Reported value
$3.5bn
combined, at the quarter end

Among the 93 comparable managers: 10 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 EMR in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Wellington Management Group LLP13,435,524$1.3bn0.24%Added+1,488,94812 Feb 2024 (the filing on sec.gov)
Invesco Ltd9,729,718$947m0.23%Added+1,529,88213 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP2,865,500$279m0.65%Trimmed-380,50014 Feb 2024 (the filing on sec.gov)
Capital World Investors2,025,800$197munder 0.1%Held013 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,520,416$148m0.06%Added+112,50114 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,200,712$117m0.10%Trimmed-850,09014 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP1,123,099$109m0.43%Added+299,23214 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP954,554$93m0.10%Added+739,22914 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP843,503$82m0.19%Trimmed-421,29514 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors684,791$67munder 0.1%Trimmed-50813 Feb 2024 (the filing on sec.gov)
Man Group PLC680,035$66m0.18%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Woodline Partners LP667,591$65m0.71%Added+625,12214 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC211,900$21m0.14%Trimmed-142,29414 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP170,855$17munder 0.1%Trimmed-315,68514 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC49,544$4.8munder 0.1%Trimmed-267,82314 Feb 2024 (the filing on sec.gov)
Davidson Kempner Capital Management LP45,000$4.4m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP41,228$4.0munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP28,000$2.7munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 14 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EMR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$2.6bnn.a.n.a.
Q3 201313$3.5bnn.a.n.a.
Q4 201316$3.8bnn.a.n.a.
Q1 201418$3.2bnn.a.n.a.
Q2 201422$3.1bnn.a.n.a.
Q3 201418$2.7bnn.a.n.a.
Q4 201417$2.2bnn.a.n.a.
Q1 201517$2.0bnn.a.n.a.
Q2 201520$2.5bnn.a.n.a.
Q3 201518$2.3bnn.a.n.a.
Q4 201516$2.3bnn.a.n.a.
Q1 201616$2.7bnn.a.n.a.
Q2 201613$2.7bnn.a.n.a.
Q3 201617$3.2bnn.a.n.a.
Q4 201616$3.0bnn.a.n.a.
Q1 201717$2.4bnn.a.n.a.
Q2 201714$2.3bnn.a.n.a.
Q3 201714$2.4bnn.a.n.a.
Q4 201718$2.9bnn.a.n.a.
Q1 201817$2.6bnn.a.n.a.
Q2 201817$2.6bnn.a.n.a.
Q3 201816$2.9bnn.a.n.a.
Q4 201820$2.9bnn.a.n.a.
Q1 201920$2.6bnn.a.n.a.
Q2 201915$2.5bnn.a.n.a.
Q3 201916$2.2bnn.a.n.a.
Q4 201923$3.4bnn.a.n.a.
Q1 202017$2.0bnn.a.n.a.
Q2 202016$2.4bnn.a.n.a.
Q3 202018$2.4bnn.a.n.a.
Q4 202018$3.5bnn.a.n.a.
Q1 202116$3.8bnn.a.n.a.
Q2 202120$4.6bnn.a.n.a.
Q3 202117$4.4bnn.a.n.a.
Q4 202120$3.7bnn.a.n.a.
Q1 202221$3.3bnn.a.n.a.
Q2 202224$2.8bnn.a.n.a.
Q3 202228$3.1bnn.a.n.a.
Q4 202221$4.3bnn.a.n.a.
Q1 202326$4.3bnn.a.n.a.
Q2 202324$4.1bnn.a.n.a.
Q3 202320$3.8bnn.a.n.a.
Q4 202318$3.5bn108
Q1 202419$4.1bn118
Q2 202424$4.3bn158
Q3 202414$3.8bn76
Q4 202410$4.1bn49
Q1 202511$4.0bn92
Q2 202516$5.4bn124
Q3 202513$4.7bn68
Q4 202514$4.5bn1616
Q1 202616$4.6bn1615
Q2 202614$4.7bn1419

Compare with…

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

EMR and GE →EMR and LRCX →EMR and GEV →Choose a stock to compare with EMR →

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