SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Handelsbanken Fonder AB

CIK 0001398318 · BLASIEHOLMSTORG 12, STOCKHOLM, V7, 10670 · 4687011000

Reported Value
$17.9B
Q1 2022
Positions
1,700
Filings on Record
30
2019–present window
Filed
May 11, 2022
original filing

Summary

Handelsbanken Fonder AB reported $17.9B in U.S.-listed holdings across 1,700 positions for Q1 2022.

Its largest position, MSFT, represents 4.7% of the portfolio.

Compared with Q4 2021, the fund opened 19 new positions and exited 55.

Portfolio Metrics

Turnover
+2.6%
vs prior filed quarter
Top-10 Concentration
+24.6%
share of reported value
Largest Position
+4.7%
Microsoft Corp Com
New / Exited
19 / 55
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $5.2BQ1 ’19Q2 ’19: $5.4BQ3 ’19: $4.9BQ4 ’19: $5.8BQ1 ’20: $4.6BQ1 ’20Q2 ’20: $23.5BQ3 ’20: $13.6BQ4 ’20: $16.4BQ1 ’21: $17.6BQ1 ’21Q2 ’21: $19.2BQ3 ’21: $19.1BQ4 ’21: $20.3BQ1 ’22: $17.9BQ1 ’22Q2 ’22: $15.4BQ3 ’22: $14.9BQ4 ’22: $15.9BQ1 ’23: $17.3BQ1 ’23Q2 ’23: $18.7BQ3 ’23: $17.9BQ4 ’23: $20.6BQ1 ’24: $23.2BQ1 ’24Q2 ’24: $23.0BQ3 ’24: $25.3BQ4 ’24: $26.2BQ1 ’25: $24.3BQ1 ’25Q2 ’25: $28.2BQ3 ’25: $31.5BQ4 ’25: $33.1BQ1 ’26: $30.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 91.7%ADR: 3.8%Other: 2.3%REIT: 2.1%Tracking Stk: 0.0%
  • Common Stock · 91.7% · $16.5B
  • ADR · 3.8% · $689M
  • Other · 2.3% · $408M
  • REIT · 2.1% · $385M
  • Tracking Stk · 0.0% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
JCIJOHNSON CTLS INTL PLC SHSNEW+282.6K282.6K+$19M$19M
AMRYT PHARMA PLC SPONSORED ADSNEW+1.32M1.32M+$11M$11M
APTIV PLC SHSNEW+79.5K79.5K+$10M$10M
APOAPOLLO GLOBAL MGMT INC COM ADDEDNEW+66.2K66.2K+$4M$4M
HORIZON THERAPEUTICS PUB L SHSNEW+29.1K29.1K+$3M$3M
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW ADDEDNEW+13.0K13.0K+$2M$2M
SLGSL GREEN RLTY CORP COM ADDEDNEW+13.9K13.9K+$1M$1M
JANUS HENDERSON GROUP PLC ORD SHSNEW+24.6K24.6K+$862,000$862,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

499 positions (from 500 filing rows — )
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFT CORP COMhistory →COM4.71%$845M2.74M
2AAPLAPPLE INC COMhistory →COM4.66%$835M4.78M
3GOOGLALPHABET INC CAP STK CL ACOM3.21%$576M206.8K
4AMZNAMAZON COM INC COMhistory →COM2.46%$442M135.6K
5UNHUNITEDHEALTH GROUP INC COMhistory →COM2.19%$393M771.4K
6DARDARLING INGREDIENTS INC COMhistory →COM2.03%$363M4.52M
7LLYLILLY ELI & CO COMhistory →COM1.46%$261M912.3K
8NVDANVIDIA CORPORATION COMhistory →COM1.30%$234M857.7K
9JNJJOHNSON & JOHNSON COMhistory →COM1.28%$229M1.29M
10TMOTHERMO FISHER SCIENTIFIC INC COMhistory →COM1.27%$228M386.3K
11ABBVABBVIE INC COMhistory →COM1.15%$206M1.27M
12MAMASTERCARD INCORPORATED CL Ahistory →COM1.13%$202M564.8K
13ABTABBOTT LABS COMhistory →COM1.09%$195M1.65M
14BABAALIBABA GROUP HLDG LTD SPONSORED ADShistory →COM1.01%$181M1.66M
15ALBALBEMARLE CORP COMhistory →COM0.97%$174M788.2K
16GPKGRAPHIC PACKAGING HLDG CO COMhistory →COM0.93%$167M8.35M
17EWBCEAST WEST BANCORP INC COMhistory →COM0.89%$159M2.01M
18SCISERVICE CORP INTL COMhistory →COM0.87%$155M2.36M
19HDHOME DEPOT INC COMhistory →COM0.83%$149M497.2K
20REGNREGENERON PHARMACEUTICALS COMhistory →COM0.77%$138M197.7K
21AMRCAMERESCO INC CL Ahistory →COM0.71%$127M1.60M
22POOLPOOL CORP COMhistory →COM0.70%$126M297.2K
23METAMETA PLATFORMS INC CL Ahistory →COM0.67%$119M536.5K
24NOVAQSUNNOVA ENERGY INTL INC. COMhistory →COM0.64%$115M5.00M
25COOPER COS INC COM NEWCOM0.64%$115M275.4K
26PFEPFIZER INC COMhistory →COM0.62%$111M2.15M
27SVB FINANCIAL GROUP COMCOM0.60%$107M191.6K
28BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →COM0.54%$97M275.6K
29NTESNETEASE INC SPONSORED ADShistory →COM0.53%$94M1.05M
30SEDGSOLAREDGE TECHNOLOGIES INC COMhistory →COM0.52%$94M290.7K
31PGPROCTER AND GAMBLE CO COMhistory →COM0.49%$88M576.5K
32LIVENT CORP COMCOM0.48%$86M3.30M
33NDAQNASDAQ INC COMhistory →COM0.48%$85M478.2K
34FRCBFIRST REP BK SAN FRANCISCO C COMhistory →COM0.47%$84M516.9K
35JPMJPMORGAN CHASE & CO COMhistory →COM0.46%$83M609.5K
36TERTERADYNE INC COMhistory →COM0.46%$82M692.9K
37FISFIDELITY NATL INFORMATION SV COMhistory →COM0.45%$81M801.7K
38TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADShistory →COM0.44%$79M760.0K
39LHC GROUP INC COMCOM0.43%$78M462.1K
40INTUINTUIT COMhistory →COM0.43%$77M159.6K
41HASIHANNON ARMSTRONG SUST INFR C COMhistory →COM0.42%$76M1.60M
42NKENIKE INC CL Bhistory →COM0.42%$75M560.2K
43BFAMBRIGHT HORIZONS FAM SOL IN D COMhistory →COM0.41%$74M560.0K
44ADBEADOBE SYSTEMS INCORPORATED COMhistory →COM0.41%$73M160.5K
45JDJD.COM INC SPON ADR CL Ahistory →ADR0.40%$72M1.24M
46CRMSALESFORCE COM INC COMhistory →COM0.40%$71M336.0K
47QCOMQUALCOMM INC COMhistory →COM0.39%$71M461.5K
48CMCSACOMCAST CORP NEW CL Ahistory →COM0.39%$70M1.50M
49EVOQUA WATER TECHNOLOGIES CO COMCOM0.39%$70M1.49M
50MRKMERCK & CO INC COMhistory →COM0.39%$70M851.3K
51YETIYETI HLDGS INC COMhistory →COM0.38%$69M1.15M
52FREYR BATTERY SHSCOM0.38%$69M5.59M
53SFMSPROUTS FMRS MKT INC COMhistory →COM0.38%$68M2.11M
54VEEVVEEVA SYS INC CL A COMhistory →COM0.37%$67M314.2K
55VVISA INC COM CL Ahistory →COM0.36%$64M288.3K
56INTCINTEL CORP COMhistory →COM0.35%$63M1.28M
57KOCOCA COLA CO COMhistory →COM0.35%$63M1.01M
58EWEDWARDS LIFESCIENCES CORP COMhistory →COM0.35%$63M532.6K
59BACBK OF AMERICA CORP COMhistory →COM0.35%$63M1.52M
60FICOFAIR ISAAC CORP COMhistory →COM0.34%$62M132.2K
61MTZMASTEC INC COMhistory →COM0.34%$60M692.8K
62SPGIS&P GLOBAL INC COMhistory →COM0.34%$60M146.9K
63ACNACCENTURE PLC IRELAND SHS CLASS Ahistory →COM0.34%$60M178.2K
64DHRDANAHER CORPORATION COMhistory →COM0.32%$58M196.3K
65PEPPEPSICO INC COMhistory →COM0.32%$58M343.6K
66AVGOBROADCOM INC COMhistory →COM0.31%$56M88.4K
67DIGITALBRIDGE GROUP INC CL A COMCOM0.31%$55M7.67M
68IQVIQVIA HLDGS INC COMhistory →COM0.31%$55M237.6K
69VRTXVERTEX PHARMACEUTICALS INC COMhistory →COM0.30%$54M207.9K
70PYPLPAYPAL HLDGS INC COMhistory →COM0.30%$54M464.3K
71WFCWELLS FARGO CO NEW COMhistory →COM0.30%$54M1.11M
72WMTWALMART INC COMhistory →COM0.30%$54M359.3K
73CSCOCISCO SYS INC COMhistory →COM0.30%$53M955.0K
74ZBHZIMMER BIOMET HOLDINGS INC COMhistory →COM0.29%$52M407.4K
75VZVERIZON COMMUNICATIONS INC COMhistory →COM0.29%$52M1.02M
76DISDISNEY WALT CO COMhistory →COM0.29%$52M376.9K
77CCKCROWN HLDGS INC COMhistory →COM0.29%$51M409.0K
78PBPROSPERITY BANCSHARES INC COMhistory →COM0.28%$50M713.5K
79MMSMAXIMUS INC COMhistory →COM0.27%$49M650.5K
80CORAMERISOURCEBERGEN CORP COMhistory →COM0.27%$49M313.6K
81ORAORMAT TECHNOLOGIES INC COMhistory →COM0.27%$48M592.0K
82ELLAUDER ESTEE COS INC CL Ahistory →COM0.27%$48M175.9K
83JKSJINKOSOLAR HLDG CO LTD SPONSORED ADRhistory →ADR0.27%$48M991.9K
84VRRMVERRA MOBILITY CORP COMhistory →COM0.27%$48M2.93M
85TREXTREX CO INC COMhistory →COM0.26%$47M725.0K
86UNPUNION PAC CORP COMhistory →COM0.26%$47M172.5K
87BMYBRISTOL-MYERS SQUIBB CO COMhistory →COM0.26%$47M643.7K
88LOPEGRAND CANYON ED INC COMhistory →COM0.26%$46M477.6K
89DQDAQO NEW ENERGY CORP SPNSRD ADS NEWhistory →COM0.26%$46M1.12M
90XYLXYLEM INC COMhistory →COM0.26%$46M540.2K
91RUNSUNRUN INC COMhistory →COM0.25%$45M1.49M
92CLHCLEAN HARBORS INC COMhistory →COM0.25%$45M402.9K
93KAIKADANT INC COMhistory →COM0.25%$45M230.9K
94MCDMCDONALDS CORP COMhistory →COM0.25%$45M181.1K
95CVCOCAVCO INDS INC DEL COMhistory →COM0.24%$44M182.2K
96TYLTYLER TECHNOLOGIES INC COMhistory →COM0.24%$44M98.4K
97OLEDUNIVERSAL DISPLAY CORP COMhistory →COM0.24%$44M260.8K
98TAT&T INC COMhistory →COM0.24%$42M1.79M
99GXOGXO LOGISTICS INCORPORATED COMMON STOCKhistory →COM0.23%$42M590.7K
100AMDADVANCED MICRO DEVICES INC COMhistory →COM0.23%$41M375.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$30.0B1,491Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$33.1B1,495Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$31.5B1,499Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$28.2B1,513Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$24.3B1,527Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$26.2B1,542Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$25.3B1,522Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$23.0B1,520Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$23.2B1,562May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$20.6B1,556Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$17.9B1,564Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$18.7B1,568Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$17.3B1,564Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$15.9B1,558Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$14.9B1,565Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$15.4B1,609Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$17.9B1,700May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$20.3B1,736Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$19.1B1,675Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$19.2B1,704Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$17.6B1,558Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$16.4B1,545Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$13.6B1,451Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020REVEALED$23.5B2,822Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$4.6B171May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$5.8B182Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.9B180Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$5.4B189Jul 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$5.2B182May 10, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.