- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 18 Apr 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 6 listed it in both
- Shares listed
- 11,326,727
- combined, among listed positions
- Reported value
- $234m
- combined, at the quarter end
Among the 93 comparable managers: 5 buyers (opened or added shares) and 5 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 GH in Q1 2024
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 6,232,104 | $129m | 0.10% | Added | +53,292 | 1 May 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 1,426,450 | $29m | 0.07% | New | new | 15 May 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,160,803 | $24m | 0.09% | Added | +267,256 | 15 May 2024 (the filing on sec.gov) |
| Man Group PLC | 971,353 | $20m | 0.05% | Trimmed | -36,693 | 15 May 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 793,900 | $16m | under 0.1% | Trimmed | -13,400 | 15 May 2024 (the filing on sec.gov) |
| ARK Investment Management LLC | 361,166 | $7.5m | 0.05% | Trimmed | -76,934 | 18 Apr 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 204,469 | $4.2m | under 0.1% | Added | n.a. | 15 May 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 107,816 | $2.2m | under 0.1% | Added | n.a. | 14 May 2024 (the filing on sec.gov) |
| PDT Partners LLC | 68,666 | $1.4m | 0.13% | Trimmed | -21,417 | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 1,426,450 shares now+1,426,450
- Voloridge Investment Management LLCexisting position · 1,160,803 shares now+267,256
- Baillie Gifford & Coexisting position · 6,232,104 shares now+53,292
Reductions
- ARK Investment Management LLCexisting position · 361,166 shares now-76,934
- Man Group PLCexisting position · 971,353 shares now-36,693
- PDT Partners LLCexisting position · 68,666 shares now-21,417
- Two Sigma Advisers LPexisting position · 793,900 shares now-13,400
New positions and exits
New (1)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 1 | $3.6m | n.a. | n.a. |
| Q2 2019 | 7 | $295m | n.a. | n.a. |
| Q3 2019 | 11 | $491m | n.a. | n.a. |
| Q4 2019 | 10 | $978m | n.a. | n.a. |
| Q1 2020 | 7 | $727m | n.a. | n.a. |
| Q2 2020 | 11 | $955m | n.a. | n.a. |
| Q3 2020 | 14 | $1.2bn | n.a. | n.a. |
| Q4 2020 | 17 | $1.5bn | n.a. | n.a. |
| Q1 2021 | 15 | $2.6bn | n.a. | n.a. |
| Q2 2021 | 18 | $2.3bn | n.a. | n.a. |
| Q3 2021 | 11 | $3.1bn | n.a. | n.a. |
| Q4 2021 | 12 | $2.4bn | n.a. | n.a. |
| Q1 2022 | 9 | $1.5bn | n.a. | n.a. |
| Q2 2022 | 8 | $950m | n.a. | n.a. |
| Q3 2022 | 9 | $1.3bn | n.a. | n.a. |
| Q4 2022 | 11 | $731m | n.a. | n.a. |
| Q1 2023 | 11 | $267m | n.a. | n.a. |
| Q2 2023 | 14 | $752m | n.a. | n.a. |
| Q3 2023 | 10 | $399m | n.a. | n.a. |
| Q4 2023 | 9 | $433m | 2 | 6 |
| Q1 2024 | 9 | $234m | 5 | 5 |
| Q2 2024 | 9 | $323m | 5 | 5 |
| Q3 2024 | 9 | $513m | 8 | 2 |
| Q4 2024 | 11 | $599m | 5 | 6 |
| Q1 2025 | 9 | $730m | 3 | 7 |
| Q2 2025 | 10 | $843m | 8 | 2 |
| Q3 2025 | 13 | $1.5bn | 6 | 6 |
| Q4 2025 | 17 | $2.7bn | 23 | 13 |
| Q1 2026 | 15 | $2.3bn | 19 | 17 |
| Q2 2026 | 21 | $4.8bn | 25 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
GH and UNH →GH and ELV →GH and CI →Choose a stock to compare with GH →
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 GH, latest filings →Back to the 13F Explorer →