- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 6 listed it in both
- Shares listed
- 21,088,662
- combined, among listed positions
- Reported value
- $1.8bn
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 3 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 OMC in Q4 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 10,752,027 | $925m | 0.17% | Trimmed | -2,486 | 12 Feb 2025 (the filing on sec.gov) |
| MFS Investment Management | 5,973,061 | $514m | 0.16% | Added | +1,992,695 | 12 Feb 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 2,907,985 | $250m | 0.05% | Trimmed | -20,534 | 13 Feb 2025 (the filing on sec.gov) |
| Artisan Partners LP | 556,224 | $48m | 0.07% | Added | +286 | 12 Feb 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 364,460 | $31m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 229,549 | $20m | 0.09% | Added | +122,997 | 13 Feb 2025 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 172,980 | $15m | 0.09% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Woodline Partners LP | 119,283 | $10m | 0.07% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 8,294 | $714k | under 0.1% | Added | +4,650 | 14 Feb 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 4,799 | $413k | under 0.1% | Held | n.a. | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- MFS Investment Managementexisting position · 5,973,061 shares now+1,992,695
- Balyasny Asset Management LLCnew position · 364,460 shares now+364,460
- Bridgewater Associates LPexisting position · 229,549 shares now+122,997
- Woodline Partners LPnew position · 119,283 shares now+119,283
- Caxton Associates LLPexisting position · 8,294 shares now+4,650
Reductions
- Capital Research Global Investorsexisting position · 2,907,985 shares now-20,534
- Wellington Management Group LLPexisting position · 10,752,027 shares now-2,486
New positions and exits
New (2)
Exited (1)
- Moore Capital Management LPwas $414k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 14 | $5.3bn | n.a. | n.a. |
| Q3 2013 | 16 | $4.4bn | n.a. | n.a. |
| Q4 2013 | 15 | $4.9bn | n.a. | n.a. |
| Q1 2014 | 18 | $4.4bn | n.a. | n.a. |
| Q2 2014 | 18 | $3.8bn | n.a. | n.a. |
| Q3 2014 | 12 | $3.4bn | n.a. | n.a. |
| Q4 2014 | 12 | $3.7bn | n.a. | n.a. |
| Q1 2015 | 14 | $3.8bn | n.a. | n.a. |
| Q2 2015 | 19 | $3.6bn | n.a. | n.a. |
| Q3 2015 | 14 | $3.3bn | n.a. | n.a. |
| Q4 2015 | 12 | $3.4bn | n.a. | n.a. |
| Q1 2016 | 14 | $3.9bn | n.a. | n.a. |
| Q2 2016 | 16 | $3.7bn | n.a. | n.a. |
| Q3 2016 | 15 | $4.0bn | n.a. | n.a. |
| Q4 2016 | 14 | $3.9bn | n.a. | n.a. |
| Q1 2017 | 17 | $3.9bn | n.a. | n.a. |
| Q2 2017 | 15 | $4.3bn | n.a. | n.a. |
| Q3 2017 | 17 | $4.0bn | n.a. | n.a. |
| Q4 2017 | 17 | $4.2bn | n.a. | n.a. |
| Q1 2018 | 12 | $4.0bn | n.a. | n.a. |
| Q2 2018 | 14 | $4.0bn | n.a. | n.a. |
| Q3 2018 | 14 | $3.4bn | n.a. | n.a. |
| Q4 2018 | 11 | $3.0bn | n.a. | n.a. |
| Q1 2019 | 11 | $2.6bn | n.a. | n.a. |
| Q2 2019 | 15 | $2.6bn | n.a. | n.a. |
| Q3 2019 | 15 | $2.3bn | n.a. | n.a. |
| Q4 2019 | 11 | $1.9bn | n.a. | n.a. |
| Q1 2020 | 18 | $1.2bn | n.a. | n.a. |
| Q2 2020 | 20 | $1.2bn | n.a. | n.a. |
| Q3 2020 | 19 | $1.2bn | n.a. | n.a. |
| Q4 2020 | 19 | $1.5bn | n.a. | n.a. |
| Q1 2021 | 13 | $1.5bn | n.a. | n.a. |
| Q2 2021 | 14 | $1.7bn | n.a. | n.a. |
| Q3 2021 | 19 | $1.4bn | n.a. | n.a. |
| Q4 2021 | 13 | $1.6bn | n.a. | n.a. |
| Q1 2022 | 13 | $2.0bn | n.a. | n.a. |
| Q2 2022 | 12 | $1.2bn | n.a. | n.a. |
| Q3 2022 | 12 | $1.2bn | n.a. | n.a. |
| Q4 2022 | 12 | $1.6bn | n.a. | n.a. |
| Q1 2023 | 16 | $2.0bn | n.a. | n.a. |
| Q2 2023 | 10 | $1.8bn | n.a. | n.a. |
| Q3 2023 | 13 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 14 | $1.6bn | 8 | 6 |
| Q1 2024 | 10 | $2.2bn | 5 | 7 |
| Q2 2024 | 10 | $2.4bn | 6 | 5 |
| Q3 2024 | 10 | $2.3bn | 5 | 6 |
| Q4 2024 | 10 | $1.8bn | 7 | 3 |
| Q1 2025 | 19 | $1.8bn | 17 | 2 |
| Q2 2025 | 17 | $1.8bn | 14 | 4 |
| Q3 2025 | 14 | $1.9bn | 8 | 7 |
| Q4 2025 | 22 | $3.5bn | 28 | 12 |
| Q1 2026 | 10 | $2.3bn | 10 | 26 |
| Q2 2026 | 7 | $1.7bn | 18 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
OMC and V →OMC and MA →OMC and MCO →Choose a stock to compare with OMC →
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 OMC, latest filings →Back to the 13F Explorer →