GEHC in the 13F filings
Ge Healthcare Technologies I · CUSIP 36266G107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 22 Feb 2024
- latest of these filings; the earliest 9 Feb 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 9 listed it in both
- Shares listed
- 93,833,993
- combined, among listed positions
- Reported value
- $7.3bn
- combined, at the quarter end
Among the 93 comparable managers: 7 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 GEHC in Q4 2023
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Egerton Capital UK LLPnew position · 3,496,512 shares now+3,496,512
- Capital Research Global Investorsexisting position · 51,344,719 shares now+1,401,566
- Invesco Ltdexisting position · 5,391,299 shares now+343,037
- Steadfast Capital Management LPnew position · 298,000 shares now+298,000
- PDT Partners LLCnew position · 3,400 shares now+3,400
Reductions
- T. Rowe Price Associates Incexisting position · 12,093,907 shares now-165,487
- Dodge & Coxexisting position · 16,979,428 shares now-153,564
- Janus Henderson Group Ltdexisting position · 744,878 shares now-148,445
- AQR Capital Management LLCexisting position · 422,509 shares now-138,038
- Winton Group Ltdexisting position · 6,822 shares now-4,683
New positions and exits
New (3)
Exited (3)
- Man Group PLCwas $15m
- Davidson Kempner Capital Management LPwas $11m
- Element Capital Management LLCwas $1.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 1 | $371m | n.a. | n.a. |
| Q1 2023 | 13 | $8.0bn | n.a. | n.a. |
| Q2 2023 | 21 | $8.7bn | n.a. | n.a. |
| Q3 2023 | 14 | $6.6bn | n.a. | n.a. |
| Q4 2023 | 13 | $7.3bn | 7 | 8 |
| Q1 2024 | 17 | $9.7bn | 10 | 5 |
| Q2 2024 | 17 | $8.0bn | 9 | 5 |
| Q3 2024 | 20 | $10.7bn | 9 | 11 |
| Q4 2024 | 18 | $8.8bn | 10 | 6 |
| Q1 2025 | 18 | $8.4bn | 9 | 11 |
| Q2 2025 | 22 | $7.2bn | 15 | 6 |
| Q3 2025 | 14 | $6.3bn | 6 | 9 |
| Q4 2025 | 13 | $8.1bn | 17 | 22 |
| Q1 2026 | 11 | $6.3bn | 19 | 18 |
| Q2 2026 | 9 | $4.9bn | 24 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
GEHC and LLY →GEHC and JNJ →GEHC and VRTX →Choose a stock to compare with GEHC →
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 GEHC, latest filings →Back to the 13F Explorer →