Increased
8.43% -> 7.30%
Baupost Group added 5,852 shares, but portfolio weight fell from 8.43% to 7.30% because the rest of the disclosed portfolio changed more.
Estimated quarter price range
Price estimate unavailable.
+5,852 Shares
+0.46%
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Baupost Group added 5,852 shares, but portfolio weight fell from 8.43% to 7.30% because the rest of the disclosed portfolio changed more.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 2 | $262,484,240 | 674,837 | Bridgewater Associates New position - 58,837 Shares Baupost Group New position - 616,000 Shares |
| Q3 2025 | 2 | $444,032,193 | 1,374,203 | Bridgewater Associates Reduced - 55,203 Shares Baupost Group Increased - 1,319,000 Shares |
| Q4 2025 | 1 | $444,954,000 | 1,269,302 | Bridgewater Associates Exited - 0 Shares Baupost Group Reduced - 1,269,302 Shares |
| Q1 2026 | 1 | $373,301,000 | 1,275,154 | Baupost Group Increased - 1,275,154 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Baupost Group | ELEVANCE HEALTH INC FORMERLY | 036752103 | COM | $373,301,000 | 1,275,154 | 7.30% | SEC XML |