- 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
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 5 listed it in both
- Shares listed
- 2,592,183
- combined, among listed positions
- Reported value
- $513m
- combined, at the quarter end
Among the 93 comparable managers: 4 buyers (opened or added shares) and 5 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 RMD in Q1 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 1,870,615 | $370m | 0.08% | Trimmed | -76,560 | 14 May 2024 (the filing on sec.gov) |
| Man Group PLC | 195,301 | $39m | 0.10% | Added | n.a. | 15 May 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 171,078 | $34m | 0.22% | Added | +47,498 | 15 May 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 148,706 | $29m | 0.15% | Trimmed | -9,820 | 14 May 2024 (the filing on sec.gov) |
| AQR Capital Management LLC | 143,245 | $28m | under 0.1% | Added | n.a. | 15 May 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 59,632 | $12m | under 0.1% | Trimmed | -414 | 1 May 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 1,909 | $378k | under 0.1% | New | new | 15 May 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 1,697 | $336k | under 0.1% | Trimmed | -12,155 | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Tudor Investment Corpexisting position · 171,078 shares now+47,498
- Maverick Capital Ltdnew position · 1,909 shares now+1,909
Reductions
- Invesco Ltdexisting position · 1,870,615 shares now-76,560
- Caxton Associates LLPexisting position · 1,697 shares now-12,155
- Bridgewater Associates LPexisting position · 148,706 shares now-9,820
- Baillie Gifford & Coexisting position · 59,632 shares now-414
New positions and exits
New (1)
- Maverick Capital Ltd$378k
Exited (1)
- Two Sigma Investments LPwas $28m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $351m | n.a. | n.a. |
| Q3 2013 | 5 | $464m | n.a. | n.a. |
| Q4 2013 | 7 | $486m | n.a. | n.a. |
| Q1 2014 | 8 | $648m | n.a. | n.a. |
| Q2 2014 | 5 | $738m | n.a. | n.a. |
| Q3 2014 | 5 | $502m | n.a. | n.a. |
| Q4 2014 | 6 | $1.0bn | n.a. | n.a. |
| Q1 2015 | 6 | $1.2bn | n.a. | n.a. |
| Q2 2015 | 6 | $688m | n.a. | n.a. |
| Q3 2015 | 9 | $661m | n.a. | n.a. |
| Q4 2015 | 9 | $902m | n.a. | n.a. |
| Q1 2016 | 17 | $954m | n.a. | n.a. |
| Q2 2016 | 11 | $1.0bn | n.a. | n.a. |
| Q3 2016 | 14 | $1.1bn | n.a. | n.a. |
| Q4 2016 | 4 | $1.0bn | n.a. | n.a. |
| Q1 2017 | 5 | $1.1bn | n.a. | n.a. |
| Q2 2017 | 6 | $1.6bn | n.a. | n.a. |
| Q3 2017 | 4 | $1.8bn | n.a. | n.a. |
| Q4 2017 | 7 | $2.1bn | n.a. | n.a. |
| Q1 2018 | 9 | $2.6bn | n.a. | n.a. |
| Q2 2018 | 15 | $2.7bn | n.a. | n.a. |
| Q3 2018 | 16 | $2.7bn | n.a. | n.a. |
| Q4 2018 | 15 | $2.5bn | n.a. | n.a. |
| Q1 2019 | 9 | $2.0bn | n.a. | n.a. |
| Q2 2019 | 10 | $2.5bn | n.a. | n.a. |
| Q3 2019 | 13 | $2.7bn | n.a. | n.a. |
| Q4 2019 | 10 | $3.1bn | n.a. | n.a. |
| Q1 2020 | 14 | $2.9bn | n.a. | n.a. |
| Q2 2020 | 8 | $3.7bn | n.a. | n.a. |
| Q3 2020 | 15 | $3.0bn | n.a. | n.a. |
| Q4 2020 | 9 | $3.7bn | n.a. | n.a. |
| Q1 2021 | 10 | $2.9bn | n.a. | n.a. |
| Q2 2021 | 12 | $3.7bn | n.a. | n.a. |
| Q3 2021 | 15 | $4.2bn | n.a. | n.a. |
| Q4 2021 | 18 | $3.5bn | n.a. | n.a. |
| Q1 2022 | 10 | $4.0bn | n.a. | n.a. |
| Q2 2022 | 11 | $3.4bn | n.a. | n.a. |
| Q3 2022 | 13 | $3.9bn | n.a. | n.a. |
| Q4 2022 | 19 | $3.7bn | n.a. | n.a. |
| Q1 2023 | 21 | $3.9bn | n.a. | n.a. |
| Q2 2023 | 26 | $3.7bn | n.a. | n.a. |
| Q3 2023 | 17 | $1.9bn | n.a. | n.a. |
| Q4 2023 | 10 | $1.0bn | 3 | 12 |
| Q1 2024 | 8 | $513m | 4 | 5 |
| Q2 2024 | 9 | $574m | 5 | 6 |
| Q3 2024 | 11 | $1.0bn | 6 | 5 |
| Q4 2024 | 9 | $914m | 5 | 5 |
| Q1 2025 | 9 | $844m | 7 | 3 |
| Q2 2025 | 7 | $810m | 4 | 4 |
| Q3 2025 | 8 | $1.1bn | 6 | 2 |
| Q4 2025 | 11 | $1.0bn | 15 | 16 |
| Q1 2026 | 9 | $919m | 16 | 15 |
| Q2 2026 | 13 | $1.1bn | 21 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
RMD and LLY →RMD and JNJ →RMD and VRTX →Choose a stock to compare with RMD →
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 RMD, latest filings →Back to the 13F Explorer →