L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 1 May 2024
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 16 listed it in both
Shares listed
53,417,406
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 93 comparable managers: 13 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 HDB in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Baillie Gifford & Co11,269,525$631m0.49%Added+1,632,5421 May 2024 (the filing on sec.gov)
Viking Global Investors LP5,929,295$332m1.24%Trimmed-3,811,49015 May 2024 (the filing on sec.gov)
D1 Capital Partners LP5,832,958$326m4.96%Added+1,535,25715 May 2024 (the filing on sec.gov)
Invesco Ltd4,910,735$275m0.06%Trimmed-67,92214 May 2024 (the filing on sec.gov)
Wellington Management Group LLP4,673,488$262munder 0.1%Added+498,68115 May 2024 (the filing on sec.gov)
MFS Investment Management4,304,481$241m0.07%Added+1,071,30314 May 2024 (the filing on sec.gov)
Capital World Investors4,124,751$231munder 0.1%Added+2,788,19714 May 2024 (the filing on sec.gov)
Capital Research Global Investors3,087,314$173munder 0.1%Trimmed-87,98514 May 2024 (the filing on sec.gov)
Millennium Management LLC2,425,395$136m0.06%Newnew15 May 2024 (the filing on sec.gov)
Artisan Partners LP2,093,139$117m0.17%Added+453,58513 May 2024 (the filing on sec.gov)
Dodge & Cox2,069,342$116m0.07%Added+1,507,87314 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,023,914$57munder 0.1%Trimmed-155,28015 May 2024 (the filing on sec.gov)
Polen Capital Management LLC710,550$40m0.09%Added+147,22310 May 2024 (the filing on sec.gov)
Elliott Investment Management LP555,242$31m0.19%Newnew15 May 2024 (the filing on sec.gov)
Steadfast Capital Management LP135,000$7.6m0.17%Trimmed-1,211,00015 May 2024 (the filing on sec.gov)
Southeastern Asset Management Inc124,375$7.0m0.27%Added+100,30915 May 2024 (the filing on sec.gov)
Quantbot Technologies LP96,346$5.4m0.30%Added+55,8256 May 2024 (the filing on sec.gov)
Oaktree Capital Management LP26,206$1.5munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Winton Group Ltd25,350$1.4m0.10%Held014 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 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.
20 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

0102030split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HDB by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$519mn.a.n.a.
Q3 20138$417mn.a.n.a.
Q4 20135$302mn.a.n.a.
Q1 20146$608mn.a.n.a.
Q2 20149$1.2bnn.a.n.a.
Q3 20148$1.3bnn.a.n.a.
Q4 20146$1.6bnn.a.n.a.
Q1 201513$2.4bnn.a.n.a.
Q2 201513$2.5bnn.a.n.a.
Q3 201512$2.8bnn.a.n.a.
Q4 201512$2.9bnn.a.n.a.
Q1 201613$3.0bnn.a.n.a.
Q2 201613$3.1bnn.a.n.a.
Q3 201611$3.2bnn.a.n.a.
Q4 201614$2.6bnn.a.n.a.
Q1 201712$3.1bnn.a.n.a.
Q2 201715$3.7bnn.a.n.a.
Q3 201716$4.0bnn.a.n.a.
Q4 201715$4.1bnn.a.n.a.
Q1 201818$4.1bnn.a.n.a.
Q2 201815$3.7bnn.a.n.a.
Q3 201813$3.8bnn.a.n.a.
Q4 201814$4.1bnn.a.n.a.
Q1 201914$4.6bnn.a.n.a.
Q2 201914$5.1bnn.a.n.a.
Q3 201914$3.8bnn.a.n.a.
Q4 201915$4.5bnn.a.n.a.
Q1 202013$1.8bnn.a.n.a.
Q2 202013$2.4bnn.a.n.a.
Q3 202013$2.6bnn.a.n.a.
Q4 202013$3.7bnn.a.n.a.
Q1 202114$3.7bnn.a.n.a.
Q2 202116$3.7bnn.a.n.a.
Q3 202116$3.6bnn.a.n.a.
Q4 202115$3.2bnn.a.n.a.
Q1 202217$3.2bnn.a.n.a.
Q2 202212$2.4bnn.a.n.a.
Q3 202215$2.7bnn.a.n.a.
Q4 202215$3.3bnn.a.n.a.
Q1 202319$3.4bnn.a.n.a.
Q2 202322$4.0bnn.a.n.a.
Q3 202321$3.6bnn.a.n.a.
Q4 202324$4.3bn175
Q1 202419$3.0bn138
Q2 202421$3.9bn155
Q3 202420$2.8bn128
Q4 202424$3.2bn149
Q1 202524$3.3bn1111
Q2 202521$3.7bn815
Q3 2025 (split)22$3.1bn00
Q4 202521$2.5bn1524
Q1 202624$1.8bn2518
Q2 202621$1.9bn1228

Compare with…

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

HDB and BAC →HDB and JPM →HDB and WFC →Choose a stock to compare with HDB →

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