IRTC in the 13F filings
Irhythm Technologies Inc · CUSIP 450056106
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 5 listed it in both
- Shares listed
- 7,804,411
- combined, among listed positions
- Reported value
- $835m
- combined, at the quarter end
Among the 93 comparable managers: 8 buyers (opened or added shares) and 1 seller (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 IRTC in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 2,495,626 | $267m | 0.07% | Added | +121,709 | 13 Feb 2024 (the filing on sec.gov) |
| Artisan Partners LP | 2,071,500 | $222m | 0.34% | Added | +108,875 | 12 Feb 2024 (the filing on sec.gov) |
| AllianceBernstein LP | 1,287,650 | $138m | 0.05% | Trimmed | -88,179 | 14 Feb 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 963,366 | $103m | 0.40% | Added | +330,869 | 14 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 328,500 | $35m | 0.09% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 303,410 | $32m | 0.06% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 209,537 | $22m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 127,525 | $14m | 0.09% | Added | +86,370 | 14 Feb 2024 (the filing on sec.gov) |
| Winton Group Ltd | 17,297 | $1.9m | 0.13% | New | new | 12 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Holocene Advisors LPexisting position · 963,366 shares now+330,869
- Point72 Asset Management LPnew position · 328,500 shares now+328,500
- Marshall Wace LLPnew position · 209,537 shares now+209,537
- Capital Research Global Investorsexisting position · 2,495,626 shares now+121,709
- Artisan Partners LPexisting position · 2,071,500 shares now+108,875
Reductions
- AllianceBernstein LPexisting position · 1,287,650 shares now-88,179
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2016 | 2 | $45m | n.a. | n.a. |
| Q1 2017 | 1 | $44m | n.a. | n.a. |
| Q2 2017 | 4 | $163m | n.a. | n.a. |
| Q3 2017 | 4 | $191m | n.a. | n.a. |
| Q4 2017 | 4 | $220m | n.a. | n.a. |
| Q1 2018 | 5 | $249m | n.a. | n.a. |
| Q2 2018 | 5 | $365m | n.a. | n.a. |
| Q3 2018 | 7 | $388m | n.a. | n.a. |
| Q4 2018 | 8 | $302m | n.a. | n.a. |
| Q1 2019 | 6 | $238m | n.a. | n.a. |
| Q2 2019 | 8 | $344m | n.a. | n.a. |
| Q3 2019 | 6 | $213m | n.a. | n.a. |
| Q4 2019 | 7 | $303m | n.a. | n.a. |
| Q1 2020 | 6 | $306m | n.a. | n.a. |
| Q2 2020 | 7 | $636m | n.a. | n.a. |
| Q3 2020 | 10 | $1.4bn | n.a. | n.a. |
| Q4 2020 | 11 | $1.7bn | n.a. | n.a. |
| Q1 2021 | 10 | $663m | n.a. | n.a. |
| Q2 2021 | 8 | $152m | n.a. | n.a. |
| Q3 2021 | 5 | $44m | n.a. | n.a. |
| Q4 2021 | 5 | $213m | n.a. | n.a. |
| Q1 2022 | 9 | $700m | n.a. | n.a. |
| Q2 2022 | 9 | $434m | n.a. | n.a. |
| Q3 2022 | 7 | $555m | n.a. | n.a. |
| Q4 2022 | 7 | $521m | n.a. | n.a. |
| Q1 2023 | 10 | $714m | n.a. | n.a. |
| Q2 2023 | 8 | $608m | n.a. | n.a. |
| Q3 2023 | 5 | $602m | n.a. | n.a. |
| Q4 2023 | 9 | $835m | 8 | 1 |
| Q1 2024 | 7 | $851m | 3 | 4 |
| Q2 2024 | 5 | $864m | 4 | 2 |
| Q3 2024 | 5 | $475m | 1 | 4 |
| Q4 2024 | 4 | $406m | 0 | 3 |
| Q1 2025 | 6 | $603m | 6 | 0 |
| Q2 2025 | 10 | $847m | 6 | 4 |
| Q3 2025 | 8 | $938m | 5 | 3 |
| Q4 2025 | 8 | $895m | 21 | 12 |
| Q1 2026 | 7 | $718m | 14 | 19 |
| Q2 2026 | 5 | $516m | 13 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IRTC and LLY →IRTC and JNJ →IRTC and VRTX →Choose a stock to compare with IRTC →
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 IRTC, latest filings →Back to the 13F Explorer →