Holders over time
- MCK
- UNH
| Quarter | MCK | UNH |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $3.2bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $3.7bn | 37 holders, $81.7bn |
| Q2 2021 | 20 holders, $3.9bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $3.6bn | 38 holders, $81.3bn |
| Q4 2021 | 21 holders, $4.6bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $6.4bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $7.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $8.1bn | 42 holders, $102bn |
| Q4 2022 | 25 holders, $8.8bn | 43 holders, $116bn |
| Q1 2023 | 27 holders, $9.1bn | 51 holders, $90.5bn |
| Q2 2023 | 31 holders, $9.4bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $9.3bn | 43 holders, $91.0bn |
| Q4 2023 | 31 holders, $9.7bn | 42 holders, $92.5bn |
| Q1 2024 | 31 holders, $10.0bn | 44 holders, $82.5bn |
| Q2 2024 | 28 holders, $10.3bn | 43 holders, $87.4bn |
| Q3 2024 | 24 holders, $7.6bn | 37 holders, $95.7bn |
| Q4 2024 | 30 holders, $9.5bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $10.7bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $12.0bn | 50 holders, $44.5bn |
| Q3 2025 | 24 holders, $12.8bn | 42 holders, $44.3bn |
| Q4 2025 | 23 holders, $13.4bn | 41 holders, $42.6bn |
| Q1 2026 | 21 holders, $13.7bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.8bn | 43 holders, $62.3bn |
Mckesson Corp
- Holders
- 31
- Reported value
- $9.7bn
- Buyers
- 16
- Sellers
- 18
Breadth -2 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP
Only MCK (12)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Glenview Capital Management LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Third Point LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only UNH (23)
Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Advisers 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.