- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 15 listed it in both
- Shares listed
- 36,417,828
- combined, among listed positions
- Reported value
- $4.1bn
- combined, at the quarter end
Among the 93 comparable managers: 11 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 Q1 2024
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 10,768,219 shares now+1,038,501
- Balyasny Asset Management LLCnew position · 881,691 shares now+881,691
- Davidson Kempner Capital Management LPexisting position · 410,000 shares now+365,000
- Wellington Management Group LLPexisting position · 13,626,392 shares now+190,868
- Verition Fund Management LLCexisting position · 176,336 shares now+126,792
Reductions
- Two Sigma Advisers LPexisting position · 692,297 shares now-2,173,203
- Two Sigma Investments LPexisting position · 149,588 shares now-693,915
- Man Group PLCexisting position · 366,738 shares now-313,297
- AllianceBernstein LPexisting position · 1,386,459 shares now-133,957
- Holocene Advisors LPexisting position · 991,769 shares now-131,330
New positions and exits
New (3)
Exited (1)
- Arrowstreet Capital LPwas $93m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 14 | $2.6bn | n.a. | n.a. |
| Q3 2013 | 13 | $3.5bn | n.a. | n.a. |
| Q4 2013 | 16 | $3.8bn | n.a. | n.a. |
| Q1 2014 | 18 | $3.2bn | n.a. | n.a. |
| Q2 2014 | 22 | $3.1bn | n.a. | n.a. |
| Q3 2014 | 18 | $2.7bn | n.a. | n.a. |
| Q4 2014 | 17 | $2.2bn | n.a. | n.a. |
| Q1 2015 | 17 | $2.0bn | n.a. | n.a. |
| Q2 2015 | 20 | $2.5bn | n.a. | n.a. |
| Q3 2015 | 18 | $2.3bn | n.a. | n.a. |
| Q4 2015 | 16 | $2.3bn | n.a. | n.a. |
| Q1 2016 | 16 | $2.7bn | n.a. | n.a. |
| Q2 2016 | 13 | $2.7bn | n.a. | n.a. |
| Q3 2016 | 17 | $3.2bn | n.a. | n.a. |
| Q4 2016 | 16 | $3.0bn | n.a. | n.a. |
| Q1 2017 | 17 | $2.4bn | n.a. | n.a. |
| Q2 2017 | 14 | $2.3bn | n.a. | n.a. |
| Q3 2017 | 14 | $2.4bn | n.a. | n.a. |
| Q4 2017 | 18 | $2.9bn | n.a. | n.a. |
| Q1 2018 | 17 | $2.6bn | n.a. | n.a. |
| Q2 2018 | 17 | $2.6bn | n.a. | n.a. |
| Q3 2018 | 16 | $2.9bn | n.a. | n.a. |
| Q4 2018 | 20 | $2.9bn | n.a. | n.a. |
| Q1 2019 | 20 | $2.6bn | n.a. | n.a. |
| Q2 2019 | 15 | $2.5bn | n.a. | n.a. |
| Q3 2019 | 16 | $2.2bn | n.a. | n.a. |
| Q4 2019 | 23 | $3.4bn | n.a. | n.a. |
| Q1 2020 | 17 | $2.0bn | n.a. | n.a. |
| Q2 2020 | 16 | $2.4bn | n.a. | n.a. |
| Q3 2020 | 18 | $2.4bn | n.a. | n.a. |
| Q4 2020 | 18 | $3.5bn | n.a. | n.a. |
| Q1 2021 | 16 | $3.8bn | n.a. | n.a. |
| Q2 2021 | 20 | $4.6bn | n.a. | n.a. |
| Q3 2021 | 17 | $4.4bn | n.a. | n.a. |
| Q4 2021 | 20 | $3.7bn | n.a. | n.a. |
| Q1 2022 | 21 | $3.3bn | n.a. | n.a. |
| Q2 2022 | 24 | $2.8bn | n.a. | n.a. |
| Q3 2022 | 28 | $3.1bn | n.a. | n.a. |
| Q4 2022 | 21 | $4.3bn | n.a. | n.a. |
| Q1 2023 | 26 | $4.3bn | n.a. | n.a. |
| Q2 2023 | 24 | $4.1bn | n.a. | n.a. |
| Q3 2023 | 20 | $3.8bn | n.a. | n.a. |
| Q4 2023 | 18 | $3.5bn | 10 | 8 |
| Q1 2024 | 19 | $4.1bn | 11 | 8 |
| Q2 2024 | 24 | $4.3bn | 15 | 8 |
| Q3 2024 | 14 | $3.8bn | 7 | 6 |
| Q4 2024 | 10 | $4.1bn | 4 | 9 |
| Q1 2025 | 11 | $4.0bn | 9 | 2 |
| Q2 2025 | 16 | $5.4bn | 12 | 4 |
| Q3 2025 | 13 | $4.7bn | 6 | 8 |
| Q4 2025 | 14 | $4.5bn | 16 | 16 |
| Q1 2026 | 16 | $4.6bn | 16 | 15 |
| Q2 2026 | 14 | $4.7bn | 14 | 19 |
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 →