HCSG — HEALTHCARE SVCS GROUP INC
Reported value held$1.02B
Funds holding (latest)47
SectorHealth Care
Funds holding (Q2 2026)34
Institutional value$758.30M · 30.97M sh
New / Add / Cut / Exit2 / 18 / 12 / 2
Top-5 / Top-10 concentration64.5% / 82.1%
Institutional holdings change
Accumulating +0.2%
(+64.72K sh)
Institutional value change
Up +32.6%
As of Q2 2026, 34 SEC-registered investment managers reported holding HCSG (HEALTHCARE SVCS GROUP INC) in their latest 13F filings, with a combined reported value of $758.30M across 30.97M shares. That is +0.2% by share count (+64.72K shares) versus the previous quarter, while reported value moved +32.6%. Ownership is concentrated: the five largest holders account for 64.5% of reported value and the top ten for 82.1%.
Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HCSG is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.38M | $279.38M | 0.00% | Reduce |
| Geode Capital Management history | 2.56M | $62.93M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.30M | $56.41M | 0.00% | Add |
| Royce & Associates history | 2.24M | $55.00M | 0.44% | Add |
| Arrowstreet Capital history | 1.44M | $35.44M | 0.02% | Add |
| Franklin Resources history | 1.24M | $30.56M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.17M | $28.62M | 0.00% | Reduce |
| Morgan Stanley history | 1.05M | $25.78M | 0.00% | Add |
| Invesco Ltd history | 994.51K | $24.43M | 0.00% | Add |
| AQR Capital Management history | 975.00K | $23.70M | 0.01% | Reduce |
| Goldman Sachs Group history | 962.87K | $23.65M | 0.00% | Reduce |
| Northern Trust Corp history | 743.73K | $18.27M | 0.00% | Add |
| First Eagle Investment Management history | 548.03K | $13.46M | 0.02% | Add |
| Principal Global Investors history | 470.31K | $11.55M | 0.01% | Reduce |
| BNY Mellon history | 425.00K | $10.44M | 0.00% | Add |
| PSP Investments history | 341.42K | $8.39M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 319.18K | $7.89M | 0.00% | New |
| D. E. Shaw & Co history | 265.65K | $6.52M | 0.00% | Reduce |
| Lazard Asset Management history | 225.31K | $5.53M | 0.01% | Add |
| Citadel Advisors history | 181.96K | $4.47M | 0.00% | New |
| Legal & General Investment Management America history | 169.76K | $4.17M | 0.00% | Hold |
| Bank of America Corp history | 149.07K | $3.66M | 0.00% | Reduce |
| Citigroup Inc history | 144.44K | $3.55M | 0.00% | Add |
| UBS Group AG history | 124.99K | $3.07M | 0.00% | Add |
| Prudential Financial history | 112.72K | $2.77M | 0.00% | Add |
| Deutsche Bank AG history | 74.07K | $1.82M | 0.00% | Add |
| Wells Fargo & Co history | 66.29K | $1.63M | 0.00% | Add |
| Marshall Wace history | 63.72K | $1.56M | 0.00% | Reduce |
| CPP Investments history | 61.10K | $1.50M | 0.00% | Hold |
| Millennium Management history | 34.39K | $844.69K | 0.00% | Reduce |
| Manulife Financial history | 28.50K | $700.06K | 0.00% | Reduce |
| Two Sigma Investments history | 23.47K | $576.40K | 0.00% | Reduce |
| PNC Financial Services history | 1.84K | $45.17K | 0.00% | Add |
| T. Rowe Price Associates history | 89.82K | $2.21K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.46M | $212.56M | 0.00% | Add |
| Royce & Associates history | 2.14M | $39.76M | 0.39% | Reduce |
| Geode Capital Management history | 2.04M | $37.93M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.97M | $36.48M | 0.00% | Add |
| Arrowstreet Capital history | 1.41M | $26.08M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.32M | $24.55M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.19M | $22.05M | 0.00% | Add |
| Franklin Resources history | 1.16M | $21.54M | 0.01% | Reduce |
| AQR Capital Management history | 1.09M | $20.17M | 0.01% | Add |
| Morgan Stanley history | 1.01M | $18.75M | 0.00% | Add |
| Janus Henderson Group history | 890.03K | $16.51M | 0.01% | Add |
| Invesco Ltd history | 826.27K | $15.33M | 0.00% | Add |
| Northern Trust Corp history | 674.23K | $12.51M | 0.00% | Add |
| Principal Global Investors history | 480.55K | $8.91M | 0.01% | Add |
| First Eagle Investment Management history | 474.54K | $8.80M | 0.01% | Reduce |
| BNY Mellon history | 412.40K | $7.65M | 0.00% | Reduce |
| PSP Investments history | 371.80K | $6.90M | 0.02% | Add |
| D. E. Shaw & Co history | 350.07K | $6.49M | 0.00% | Reduce |
| Marshall Wace history | 296.44K | $5.50M | 0.01% | Add |
| Lazard Asset Management history | 218.39K | $4.05M | 0.01% | Add |
| Millennium Management history | 172.68K | $3.20M | 0.00% | Add |
| Legal & General Investment Management America history | 170.34K | $3.16M | 0.00% | Reduce |
| Bank of America Corp history | 167.97K | $3.12M | 0.00% | Reduce |
| UBS Group AG history | 112.90K | $2.09M | 0.00% | Reduce |
| Prudential Financial history | 95.69K | $1.77M | 0.00% | Reduce |
| Deutsche Bank AG history | 68.70K | $1.27M | 0.00% | Add |
| Renaissance Technologies history | 64.10K | $1.19M | 0.00% | Add |
| CPP Investments history | 61.10K | $1.13M | 0.00% | Add |
| Citigroup Inc history | 40.08K | $743.56K | 0.00% | Add |
| Two Sigma Investments history | 31.00K | $575.14K | 0.00% | Reduce |
| Manulife Financial history | 29.71K | $551.14K | 0.00% | Add |
| Wells Fargo & Co history | 29.41K | $545.51K | 0.00% | Reduce |
| PNC Financial Services history | 1.80K | $33.41K | 0.00% | Reduce |
| T. Rowe Price Associates history | 77.56K | $1.44K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.38M | $217.55M | 0.00% | Reduce |
| Vanguard Group history | 8.04M | $153.68M | 0.00% | Hold |
| Royce & Associates history | 2.29M | $43.84M | 0.45% | Reduce |
| Geode Capital Management history | 1.87M | $35.73M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.48M | $28.21M | 0.00% | Add |
| Franklin Resources history | 1.18M | $22.64M | 0.01% | Add |
| Goldman Sachs Group history | 1.14M | $21.74M | 0.00% | Add |
| AQR Capital Management history | 999.13K | $19.10M | 0.01% | Add |
| Janus Henderson Group history | 843.61K | $16.13M | 0.01% | Add |
| Northern Trust Corp history | 663.71K | $12.69M | 0.00% | Reduce |
| Morgan Stanley history | 642.22K | $12.28M | 0.00% | Add |
| D. E. Shaw & Co history | 585.52K | $11.20M | 0.01% | Reduce |
| First Eagle Investment Management history | 561.03K | $10.73M | 0.02% | Hold |
| Principal Global Investors history | 472.33K | $9.03M | 0.01% | Add |
| BNY Mellon history | 445.57K | $8.52M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 412.70K | $7.89M | 0.00% | Reduce |
| Invesco Ltd history | 378.00K | $7.23M | 0.00% | Reduce |
| Balyasny Asset Management history | 346.43K | $6.62M | 0.01% | Add |
| PSP Investments history | 327.58K | $6.26M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 275.63K | $5.27M | 0.00% | Add |
| Arrowstreet Capital history | 253.78K | $4.85M | 0.00% | Reduce |
| Bank of America Corp history | 250.76K | $4.79M | 0.00% | Add |
| UBS Group AG history | 210.49K | $4.02M | 0.00% | Add |
| Lazard Asset Management history | 191.60K | $3.66M | 0.01% | Reduce |
| Legal & General Investment Management America history | 187.41K | $3.58M | 0.00% | Reduce |
| Prudential Financial history | 121.27K | $2.32M | 0.00% | Reduce |
| Marshall Wace history | 114.64K | $2.19M | 0.00% | Add |
| Wells Fargo & Co history | 81.31K | $1.55M | 0.00% | Add |
| Deutsche Bank AG history | 60.47K | $1.16M | 0.00% | Add |
| Millennium Management history | 50.44K | $964.45K | 0.00% | Reduce |
| CPP Investments history | 48.30K | $923.50K | 0.00% | New |
| Renaissance Technologies history | 39.00K | $745.76K | 0.00% | Reduce |
| Two Sigma Investments history | 38.85K | $742.91K | 0.00% | Reduce |
| Citigroup Inc history | 34.35K | $656.70K | 0.00% | Reduce |
| Manulife Financial history | 21.11K | $403.57K | 0.00% | Reduce |
| PNC Financial Services history | 1.82K | $34.72K | 0.00% | Reduce |
| T. Rowe Price Associates history | 61.50K | $1.18K | 0.00% | Reduce |
Q3 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.48M | $193.19M | 0.00% | Reduce |
| Vanguard Group history | 8.04M | $135.25M | 0.00% | Hold |
| Royce & Associates history | 2.86M | $48.22M | 0.48% | Reduce |
| Geode Capital Management history | 1.89M | $31.88M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.32M | $22.17M | 0.00% | Add |
| D. E. Shaw & Co history | 1.02M | $17.13M | 0.01% | Add |
| Franklin Resources history | 975.95K | $16.43M | 0.00% | Add |
| Goldman Sachs Group history | 954.15K | $16.06M | 0.00% | Reduce |
| AQR Capital Management history | 835.50K | $14.06M | 0.01% | Add |
| Northern Trust Corp history | 723.39K | $12.17M | 0.00% | Hold |
| Invesco Ltd history | 715.91K | $12.05M | 0.00% | Reduce |
| Janus Henderson Group history | 600.87K | $10.11M | 0.01% | Reduce |
| Morgan Stanley history | 568.58K | $9.57M | 0.00% | Reduce |
| First Eagle Investment Management history | 560.15K | $9.43M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 553.66K | $9.32M | 0.00% | Add |
| BNY Mellon history | 481.62K | $8.11M | 0.00% | Add |
| Principal Global Investors history | 457.75K | $7.70M | 0.00% | Add |
| Arrowstreet Capital history | 448.50K | $7.55M | 0.01% | Reduce |
| PSP Investments history | 336.48K | $5.66M | 0.02% | Add |
| Point72 Asset Management history | 332.13K | $5.59M | 0.01% | New |
| Balyasny Asset Management history | 301.41K | $5.07M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 221.75K | $3.73M | 0.00% | Add |
| Legal & General Investment Management America history | 200.39K | $3.37M | 0.00% | Hold |
| Lazard Asset Management history | 198.74K | $3.34M | 0.01% | Add |
| Renaissance Technologies history | 175.36K | $2.95M | 0.00% | Reduce |
| Bank of America Corp history | 153.55K | $2.58M | 0.00% | Reduce |
| Citigroup Inc history | 143.16K | $2.41M | 0.00% | Reduce |
| Prudential Financial history | 139.01K | $2.34M | 0.00% | Add |
| UBS Group AG history | 125.94K | $2.12M | 0.00% | Reduce |
| Citadel Advisors history | 117.33K | $1.97M | 0.00% | Reduce |
| Millennium Management history | 113.90K | $1.92M | 0.00% | Reduce |
| Two Sigma Investments history | 90.08K | $1.52M | 0.00% | Reduce |
| Deutsche Bank AG history | 57.12K | $961.36K | 0.00% | Reduce |
| Wells Fargo & Co history | 53.17K | $894.90K | 0.00% | Add |
| Marshall Wace history | 25.21K | $424.30K | 0.00% | Reduce |
| Manulife Financial history | 24.30K | $409.04K | 0.00% | Reduce |
| PNC Financial Services history | 1.91K | $32.13K | 0.00% | Add |
| T. Rowe Price Associates history | 65.98K | $1.11K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.92M | $179.21M | 0.00% | Reduce |
| Vanguard Group history | 8.02M | $120.58M | 0.00% | Hold |
| Royce & Associates history | 3.04M | $45.62M | 0.47% | Reduce |
| Goldman Sachs Group history | 1.93M | $29.04M | 0.00% | Reduce |
| Geode Capital Management history | 1.88M | $28.31M | 0.00% | Add |
| Arrowstreet Capital history | 1.50M | $22.50M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.12M | $16.83M | 0.00% | Add |
| Janus Henderson Group history | 1.03M | $15.51M | 0.01% | Reduce |
| D. E. Shaw & Co history | 1.00M | $15.06M | 0.01% | Add |
| Franklin Resources history | 791.23K | $11.89M | 0.00% | Reduce |
| Invesco Ltd history | 747.82K | $11.24M | 0.00% | Add |
| Northern Trust Corp history | 726.08K | $10.91M | 0.00% | Reduce |
| Morgan Stanley history | 691.35K | $10.39M | 0.00% | Reduce |
| First Eagle Investment Management history | 598.85K | $9.00M | 0.02% | Add |
| Bank of America Corp history | 507.28K | $7.62M | 0.00% | Add |
| Citadel Advisors history | 474.81K | $7.14M | 0.00% | Add |
| BNY Mellon history | 470.43K | $7.07M | 0.00% | Reduce |
| AQR Capital Management history | 459.56K | $6.85M | 0.01% | Add |
| JPMorgan Chase & Co history | 377.78K | $5.68M | 0.00% | Reduce |
| Principal Global Investors history | 361.65K | $5.44M | 0.00% | Reduce |
| Renaissance Technologies history | 253.76K | $3.81M | 0.01% | Add |
| PSP Investments history | 248.64K | $3.74M | 0.02% | Add |
| Legal & General Investment Management America history | 199.42K | $3.00M | 0.00% | Add |
| Citigroup Inc history | 177.75K | $2.67M | 0.00% | Reduce |
| Millennium Management history | 176.59K | $2.65M | 0.00% | Reduce |
| Marshall Wace history | 175.47K | $2.64M | 0.00% | New |
| UBS Group AG history | 164.56K | $2.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 130.81K | $1.97M | 0.00% | Add |
| Two Sigma Investments history | 115.70K | $1.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 108.68K | $1.63M | 0.00% | Reduce |
| Prudential Financial history | 88.13K | $1.32M | 0.00% | Add |
| Wells Fargo & Co history | 45.38K | $682.09K | 0.00% | Reduce |
| Manulife Financial history | 26.56K | $399.20K | 0.00% | Hold |
| Balyasny Asset Management history | 25.41K | $381.84K | 0.00% | New |
| PNC Financial Services history | 1.59K | $23.84K | 0.00% | Reduce |
| Lazard Asset Management history | 183.95K | $2.76K | 0.00% | Add |
| T. Rowe Price Associates history | 62.92K | $946 | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 12.50M | $125.99M | 0.00% | Reduce |
| Vanguard Group history | 7.98M | $80.48M | 0.00% | Reduce |
| Royce & Associates history | 4.68M | $47.22M | 0.51% | Hold |
| Goldman Sachs Group history | 2.61M | $26.28M | 0.00% | Reduce |
| Geode Capital Management history | 1.85M | $18.69M | 0.00% | Add |
| Janus Henderson Group history | 1.27M | $13.13M | 0.01% | Hold |
| Charles Schwab Investment Management history | 965.84K | $9.74M | 0.00% | Add |
| Morgan Stanley history | 917.15K | $9.24M | 0.00% | Reduce |
| Millennium Management history | 873.58K | $8.81M | 0.01% | Reduce |
| D. E. Shaw & Co history | 801.20K | $8.08M | 0.01% | Reduce |
| Franklin Resources history | 798.49K | $8.05M | 0.00% | Hold |
| Northern Trust Corp history | 747.32K | $7.53M | 0.00% | Reduce |
| Invesco Ltd history | 626.56K | $6.32M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 608.91K | $6.14M | 0.00% | Reduce |
| First Eagle Investment Management history | 504.35K | $5.08M | 0.01% | Add |
| BNY Mellon history | 478.86K | $4.83M | 0.00% | Reduce |
| Arrowstreet Capital history | 440.13K | $4.44M | 0.00% | New |
| Citadel Advisors history | 431.83K | $4.35M | 0.00% | Add |
| AQR Capital Management history | 384.98K | $3.88M | 0.00% | Reduce |
| Principal Global Investors history | 365.96K | $3.69M | 0.00% | Add |
| Two Sigma Investments history | 321.98K | $3.25M | 0.01% | Reduce |
| Bank of America Corp history | 257.47K | $2.60M | 0.00% | Add |
| Citigroup Inc history | 249.38K | $2.51M | 0.00% | Add |
| PSP Investments history | 233.03K | $2.35M | 0.01% | Add |
| Legal & General Investment Management America history | 194.22K | $1.96M | 0.00% | Reduce |
| UBS Group AG history | 151.16K | $1.52M | 0.00% | Add |
| Deutsche Bank AG history | 118.19K | $1.19M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 111.74K | $1.13M | 0.00% | Add |
| Renaissance Technologies history | 74.66K | $752.61K | 0.00% | New |
| Prudential Financial history | 74.21K | $748.04K | 0.00% | Reduce |
| Wells Fargo & Co history | 47.09K | $474.64K | 0.00% | Reduce |
| Manulife Financial history | 26.56K | $267.76K | 0.00% | Reduce |
| PNC Financial Services history | 2.01K | $20.24K | 0.00% | Reduce |
| Lazard Asset Management history | 125.61K | $1.27K | 0.00% | Add |
| T. Rowe Price Associates history | 59.23K | $598 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 319.18K sh · $7.89M
- Citadel Advisors 181.96K sh · $4.47M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 890.03K sh · $16.51M
- Renaissance Technologies sold 64.10K sh · $1.19M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 11.38M | 11.46M | 11.38M | 11.48M | 11.92M | 12.50M | 12.75M | 12.56M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 2.56M | 2.04M | 1.87M | 1.89M | 1.88M | 1.85M | 1.76M | 1.76M | 1.71M | 1.64M | 1.60M | 1.53M | 1.48M | 1.44M | 1.40M | 1.34M | 1.32M | 1.27M | 1.35M | 1.34M |
| Fidelity Management & Research (FMR) | 2.30M | 1.97M | 275.63K | 221.75K | 130.81K | 111.74K | 33.03K | 2.29K | 1.90K | 1.91K | 1.52K | 1.79K | 3.37K | 658.61K | 877.39K | 880.08K | 950.88K | 963.50K | 1.06M | 1.17M |
| Royce & Associates | 2.24M | 2.14M | 2.29M | 2.86M | 3.04M | 4.68M | 4.67M | 4.45M | 4.16M | 4.16M | 3.91M | 3.38M | 2.30M | 1.83M | 1.39M | 1.64M | 2.08M | 1.59M | 695.21K | 1.14M |
| Arrowstreet Capital | 1.44M | 1.41M | 253.78K | 448.50K | 1.50M | 440.13K | — | — | — | 72.95K | 29.19K | — | — | 18.32K | — | — | — | — | — | 235.50K |
| Franklin Resources | 1.24M | 1.16M | 1.18M | 975.95K | 791.23K | 798.49K | 794.61K | 560.59K | 400.71K | 393.64K | — | 37.93K | 35.77K | — | — | — | 17.10K | 25.55K | 38.00K | 39.21K |
| Charles Schwab Investment Management | 1.17M | 1.32M | 1.48M | 1.32M | 1.12M | 965.84K | 891.37K | 1.19M | 1.45M | 1.67M | 1.60M | 1.49M | 1.44M | 1.42M | 1.36M | 1.30M | 1.17M | 1.04M | 929.37K | 851.12K |
| Morgan Stanley | 1.05M | 1.01M | 642.22K | 568.58K | 691.35K | 917.15K | 1.12M | 1.40M | 1.48M | 2.26M | 2.80M | 1.87M | 1.34M | 825.45K | 628.55K | 687.44K | 777.50K | 463.95K | 459.41K | 371.84K |
| Invesco Ltd | 994.51K | 826.27K | 378.00K | 715.91K | 747.82K | 626.56K | 674.62K | 641.09K | 724.33K | 595.76K | 632.89K | 535.65K | 526.88K | 563.34K | 3.88M | 3.23M | 2.42M | 2.28M | 323.61K | 269.53K |
| AQR Capital Management | 975.00K | 1.09M | 999.13K | 835.50K | 459.56K | 384.98K | 458.28K | 520.38K | 590.36K | 556.14K | 523.29K | 417.11K | 112.85K | 181.57K | 139.97K | 68.93K | 62.31K | 146.14K | 2.22M | 1.28M |
| Goldman Sachs Group | 962.87K | 1.19M | 1.14M | 954.15K | 1.93M | 2.61M | 2.68M | 3.08M | 1.17M | 570.80K | 683.61K | 369.99K | 848.89K | 594.78K | 701.00K | 423.94K | 267.46K | 123.57K | 626.91K | 524.20K |
| Northern Trust Corp | 743.73K | 674.23K | 663.71K | 723.39K | 726.08K | 747.32K | 771.77K | 711.94K | 727.56K | 764.52K | 767.77K | 807.86K | 941.52K | 914.03K | 927.53K | 1.00M | 1.02M | 1.07M | 1.23M | 1.29M |
| First Eagle Investment Management | 548.03K | 474.54K | 561.03K | 560.15K | 598.85K | 504.35K | 260.95K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 470.31K | 480.55K | 472.33K | 457.75K | 361.65K | 365.96K | 355.42K | 345.93K | 363.28K | 384.86K | 384.21K | 396.95K | 422.59K | 465.55K | 474.93K | 491.98K | 555.42K | 604.48K | 643.93K | 637.31K |
| BNY Mellon | 425.00K | 412.40K | 445.57K | 481.62K | 470.43K | 478.86K | 492.11K | 527.42K | 606.21K | 625.11K | 700.86K | 721.38K | 790.91K | 781.04K | 1.21M | 1.40M | 1.36M | 1.36M | 1.32M | 1.33M |
| PSP Investments | 341.42K | 371.80K | 327.58K | 336.48K | 248.64K | 233.03K | 182.57K | 155.71K | 162.01K | 153.25K | 153.25K | 91.70K | 131.70K | 130.30K | 134.79K | 135.74K | 137.05K | 139.12K | 151.82K | 154.75K |
| JPMorgan Chase & Co | 319.18K | — | 412.70K | 553.66K | 377.78K | 608.91K | 700.65K | 773.63K | 697.18K | 202.66K | 304.53K | 206.76K | 144.53K | 112.51K | 193.06K | 145.57K | 195.70K | 121.60K | 281.76K | 276.31K |
| D. E. Shaw & Co | 265.65K | 350.07K | 585.52K | 1.02M | 1.00M | 801.20K | 901.34K | 1.17M | 1.37M | 1.09M | 935.36K | 618.32K | 398.95K | 292.07K | 266.87K | 367.69K | 468.43K | 613.92K | 749.03K | 666.63K |
| Lazard Asset Management | 225.31K | 218.39K | 191.60K | 198.74K | 183.95K | 125.61K | 104.73K | 75.10K | 40.13K | — | — | 11.02K | 9.85K | 9.85K | — | — | — | — | — | — |
| Citadel Advisors | 181.96K | — | — | 117.33K | 474.81K | 431.83K | 298.86K | 253.21K | 540.41K | 625.70K | 755.45K | 1.21M | 964.33K | 1.54M | 860.06K | 1.16M | 802.22K | 662.24K | 646.60K | 220.49K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details