Holders over time
- ELV
- UNH
| Quarter | ELV | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $15.0bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $16.7bn | 36 holders, $79.4bn |
| Q1 2021 | 25 holders, $18.6bn | 37 holders, $81.7bn |
| Q2 2021 | 30 holders, $19.4bn | 43 holders, $86.1bn |
| Q3 2021 | 26 holders, $18.5bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $23.3bn | 38 holders, $104bn |
| Q1 2022 | 31 holders, $23.9bn | 41 holders, $105bn |
| Q2 2022 | 32 holders, $23.3bn | 33 holders, $107bn |
| Q3 2022 | 34 holders, $22.6bn | 42 holders, $102bn |
| Q4 2022 | 34 holders, $25.5bn | 43 holders, $116bn |
| Q1 2023 | 39 holders, $22.5bn | 51 holders, $90.5bn |
| Q2 2023 | 38 holders, $20.6bn | 43 holders, $88.3bn |
| Q3 2023 | 34 holders, $19.8bn | 43 holders, $91.0bn |
| Q4 2023 | 36 holders, $20.3bn | 42 holders, $92.5bn |
| Q1 2024 | 35 holders, $21.3bn | 44 holders, $82.5bn |
| Q2 2024 | 33 holders, $22.1bn | 43 holders, $87.4bn |
| Q3 2024 | 30 holders, $20.2bn | 37 holders, $95.7bn |
| Q4 2024 | 32 holders, $15.9bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $17.1bn | 49 holders, $81.5bn |
| Q2 2025 | 27 holders, $14.8bn | 50 holders, $44.5bn |
| Q3 2025 | 27 holders, $12.7bn | 42 holders, $44.3bn |
| Q4 2025 | 25 holders, $17.0bn | 41 holders, $42.6bn |
| Q1 2026 | 26 holders, $13.6bn | 44 holders, $38.0bn |
| Q2 2026 | 28 holders, $17.7bn | 43 holders, $62.3bn |
Elevance Health Inc Formerly
- Holders
- 36
- Reported value
- $20.3bn
- Buyers
- 10
- Sellers
- 27
Breadth -17 among 93 comparable managers.
Unitedhealth Group Inc
- Holders
- 42
- Reported value
- $92.5bn
- Buyers
- 17
- Sellers
- 28
Breadth -11 among 93 comparable managers.
Who holds both, Q4 2023
Both (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only ELV (12)
Artisan Partners LP, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Glenview Capital Management LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Voloridge Investment Management LLC
Only UNH (18)
Appaloosa LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Polen Capital Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP, Walleye Capital LLC
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.