Holders over time
- HCA
- UNH
| Quarter | HCA | UNH |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $12.3bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $13.3bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $13.9bn | 43 holders, $86.1bn |
| Q3 2021 | 28 holders, $15.8bn | 38 holders, $81.3bn |
| Q4 2021 | 25 holders, $16.0bn | 38 holders, $104bn |
| Q1 2022 | 22 holders, $13.8bn | 41 holders, $105bn |
| Q2 2022 | 28 holders, $7.8bn | 33 holders, $107bn |
| Q3 2022 | 24 holders, $8.4bn | 42 holders, $102bn |
| Q4 2022 | 20 holders, $10.5bn | 43 holders, $116bn |
| Q1 2023 | 25 holders, $11.0bn | 51 holders, $90.5bn |
| Q2 2023 | 26 holders, $11.3bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $8.1bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $9.0bn | 42 holders, $92.5bn |
| Q1 2024 | 25 holders, $10.6bn | 44 holders, $82.5bn |
| Q2 2024 | 23 holders, $9.8bn | 43 holders, $87.4bn |
| Q3 2024 | 25 holders, $11.5bn | 37 holders, $95.7bn |
| Q4 2024 | 28 holders, $8.1bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $8.7bn | 49 holders, $81.5bn |
| Q2 2025 | 20 holders, $9.4bn | 50 holders, $44.5bn |
| Q3 2025 | 20 holders, $9.9bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $11.4bn | 41 holders, $42.6bn |
| Q1 2026 | 23 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $7.1bn | 43 holders, $62.3bn |
Hca Healthcare Inc
- Holders
- 28
- Reported value
- $9.0bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 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 (20)
AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP
Only HCA (8)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Glenview Capital Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Scion Asset Management LLC, Woodline Partners LP
Only UNH (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments 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.