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ACHC · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ACHC
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterACHCUNH
Q3 20205 holders, $709m37 holders, $71.0bn
Q4 20209 holders, $1.1bn36 holders, $79.4bn
Q1 20218 holders, $1.2bn37 holders, $81.7bn
Q2 20218 holders, $1.3bn43 holders, $86.1bn
Q3 202110 holders, $1.4bn38 holders, $81.3bn
Q4 20218 holders, $1.4bn38 holders, $104bn
Q1 202210 holders, $1.4bn41 holders, $105bn
Q2 202213 holders, $1.8bn33 holders, $107bn
Q3 202210 holders, $1.2bn42 holders, $102bn
Q4 202213 holders, $1.4bn43 holders, $116bn
Q1 202313 holders, $1.7bn51 holders, $90.5bn
Q2 202312 holders, $1.9bn43 holders, $88.3bn
Q3 202312 holders, $1.6bn43 holders, $91.0bn
Q4 202312 holders, $1.4bn42 holders, $92.5bn
Q1 202413 holders, $1.5bn44 holders, $82.5bn
Q2 20249 holders, $1.5bn43 holders, $87.4bn
Q3 202410 holders, $1.6bn37 holders, $95.7bn
Q4 202413 holders, $811m45 holders, $79.2bn
Q1 202510 holders, $591m49 holders, $81.5bn
Q2 20258 holders, $398m50 holders, $44.5bn
Q3 20256 holders, $482m42 holders, $44.3bn
Q4 20256 holders, $270m41 holders, $42.6bn
Q1 202610 holders, $462m44 holders, $38.0bn
Q2 20267 holders, $518m43 holders, $62.3bn
ACHC

Acadia Healthcare Company In

Holders
12
Reported value
$1.4bn
Buyers
7
Sellers
6

Breadth +1 among 93 comparable managers.

UNH

Unitedhealth Group Inc

Holders
42
Reported value
$92.5bn
Buyers
17
Sellers
28

Breadth -11 among 93 comparable managers.

Who holds both, Q4 2023

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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