PPLI in the 13F filings
People Inc · CUSIP 44891N208
- 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
- 6
- 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
- 5,053,845
- combined, among listed positions
- Reported value
- $265m
- combined, at the quarter end
Among the 93 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +70,915.
Managers listing PPLI in Q4 2023
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Southeastern Asset Management Inc | 2,260,225 | $118m | 4.55% | Trimmed | -60,510 | 14 Feb 2024 (the filing on sec.gov) |
| Durable Capital Partners LP | 1,264,083 | $66m | 0.52% | Added | +376,645 | 14 Feb 2024 (the filing on sec.gov) |
| Artisan Partners LP | 961,404 | $50m | 0.08% | Trimmed | -3,800 | 12 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 492,300 | $26m | 0.06% | Trimmed | -260,000 | 14 Feb 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 69,781 | $3.7m | under 0.1% | Added | +12,528 | 14 Feb 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 6,052 | $317k | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPexisting position · 1,264,083 shares now+376,645
- Holocene Advisors LPexisting position · 69,781 shares now+12,528
- Caxton Associates LLPnew position · 6,052 shares now+6,052
Reductions
- Point72 Asset Management LPexisting position · 492,300 shares now-260,000
- Southeastern Asset Management Incexisting position · 2,260,225 shares now-60,510
- Artisan Partners LPexisting position · 961,404 shares now-3,800
New positions and exits
New (1)
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 |
|---|---|---|---|---|
| Q2 2021 | 17 | $2.3bn | n.a. | n.a. |
| Q3 2021 | 13 | $1.8bn | n.a. | n.a. |
| Q4 2021 | 8 | $1.7bn | n.a. | n.a. |
| Q1 2022 | 12 | $1.2bn | n.a. | n.a. |
| Q2 2022 | 9 | $825m | n.a. | n.a. |
| Q3 2022 | 7 | $496m | n.a. | n.a. |
| Q4 2022 | 9 | $423m | n.a. | n.a. |
| Q1 2023 | 6 | $381m | n.a. | n.a. |
| Q2 2023 | 7 | $474m | n.a. | n.a. |
| Q3 2023 | 5 | $251m | n.a. | n.a. |
| Q4 2023 | 6 | $265m | 3 | 3 |
| Q1 2024 | 6 | $250m | 3 | 4 |
| Q2 2024 | 5 | $180m | 3 | 3 |
| Q3 2024 | 4 | $213m | 3 | 1 |
| Q4 2024 | 4 | $159m | 3 | 2 |
| Q1 2025 | 5 | $163m | 4 | 1 |
| Q2 2025 | 4 | $152m | 2 | 3 |
| Q3 2025 | 3 | $107m | 0 | 3 |
| Q4 2025 | 3 | $171m | 11 | 19 |
| Q1 2026 | 1 | $161m | 11 | 16 |
| Q2 2026 | 3 | $164m | 13 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
PPLI and GOOGL →PPLI and META →PPLI and SPCX →Choose a stock to compare with PPLI →
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 PPLI, latest filings →Back to the 13F Explorer →