- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 16 May 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 2 listed it in both
- Shares listed
- 26,160,609
- combined, among listed positions
- Reported value
- $442m
- combined, at the quarter end
Among the 95 comparable managers: 2 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,693,521.
Managers listing HR in Q1 2025
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Starboard Value LP | 20,072,000 | $339m | 6.17% | Trimmed | -111,460 | 15 May 2025 (the filing on sec.gov) |
| MFS Investment Management | 5,965,515 | $101m | under 0.1% | New | new | 2 May 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 111,094 | $1.9m | 0.07% | New | new | 16 May 2025 (the filing on sec.gov) |
| Farallon Capital Management LLC | 12,000 | $203k | under 0.1% | Trimmed | -3,252,000 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- MFS Investment Managementnew position · 5,965,515 shares now+5,965,515
- Caxton Associates LLPnew position · 111,094 shares now+111,094
Reductions
- Farallon Capital Management LLCexisting position · 12,000 shares now-3,252,000
- Starboard Value LPexisting position · 20,072,000 shares now-111,460
New positions and exits
New (2)
Exited (1)
- Baillie Gifford & Cowas $333k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2022 | 4 | $304m | n.a. | n.a. |
| Q4 2022 | 5 | $284m | n.a. | n.a. |
| Q1 2023 | 3 | $195m | n.a. | n.a. |
| Q2 2023 | 3 | $17m | n.a. | n.a. |
| Q3 2023 | 5 | $23m | n.a. | n.a. |
| Q4 2023 | 4 | $22m | 4 | 1 |
| Q1 2024 | 5 | $32m | 3 | 2 |
| Q2 2024 | 3 | $15m | 3 | 1 |
| Q3 2024 | 6 | $72m | 5 | 0 |
| Q4 2024 | 3 | $398m | 2 | 3 |
| Q1 2025 | 4 | $442m | 2 | 3 |
| Q2 2025 | 7 | $447m | 4 | 2 |
| Q3 2025 | 7 | $723m | 4 | 2 |
| Q4 2025 | 6 | $607m | 7 | 16 |
| Q1 2026 | 7 | $474m | 17 | 9 |
| Q2 2026 | 5 | $506m | 13 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
HR and WELL →HR and EQIX →HR and PLD →Choose a stock to compare with HR →
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 HR, latest filings →Back to the 13F Explorer →