Holders over time
- OPCH
- UNH
| Quarter | OPCH | UNH |
|---|---|---|
| Q3 2020 | 1 holders, $9.8m | 37 holders, $71.0bn |
| Q4 2020 | 6 holders, $28m | 36 holders, $79.4bn |
| Q1 2021 | 5 holders, $26m | 37 holders, $81.7bn |
| Q2 2021 | 4 holders, $38m | 43 holders, $86.1bn |
| Q3 2021 | 7 holders, $302m | 38 holders, $81.3bn |
| Q4 2021 | 7 holders, $897m | 38 holders, $104bn |
| Q1 2022 | 10 holders, $967m | 41 holders, $105bn |
| Q2 2022 | 8 holders, $996m | 33 holders, $107bn |
| Q3 2022 | 9 holders, $782m | 42 holders, $102bn |
| Q4 2022 | 7 holders, $658m | 43 holders, $116bn |
| Q1 2023 | 11 holders, $984m | 51 holders, $90.5bn |
| Q2 2023 | 14 holders, $719m | 43 holders, $88.3bn |
| Q3 2023 | 13 holders, $694m | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $562m | 42 holders, $92.5bn |
| Q1 2024 | 8 holders, $503m | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $419m | 43 holders, $87.4bn |
| Q3 2024 | 9 holders, $608m | 37 holders, $95.7bn |
| Q4 2024 | 8 holders, $557m | 45 holders, $79.2bn |
| Q1 2025 | 11 holders, $914m | 49 holders, $81.5bn |
| Q2 2025 | 9 holders, $936m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $748m | 42 holders, $44.3bn |
| Q4 2025 | 5 holders, $844m | 41 holders, $42.6bn |
| Q1 2026 | 6 holders, $724m | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $519m | 43 holders, $62.3bn |
Option Care Health Inc
- Holders
- 11
- Reported value
- $562m
- Buyers
- 9
- Sellers
- 4
Breadth +5 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 (6)
Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Wellington Management Group LLP
Only OPCH (5)
Bridgewater Associates LP, Point72 Asset Management LP, Quantbot Technologies LP, Winton Group Ltd, Woodline Partners LP
Only UNH (36)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, and 11 more
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.