Holders over time
- OSCR
- UNH
| Quarter | OSCR | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | 10 holders, $987m | 37 holders, $81.7bn |
| Q2 2021 | 6 holders, $645m | 43 holders, $86.1bn |
| Q3 2021 | 5 holders, $541m | 38 holders, $81.3bn |
| Q4 2021 | 6 holders, $302m | 38 holders, $104bn |
| Q1 2022 | 6 holders, $389m | 41 holders, $105bn |
| Q2 2022 | 4 holders, $153m | 33 holders, $107bn |
| Q3 2022 | 4 holders, $178m | 42 holders, $102bn |
| Q4 2022 | 4 holders, $49m | 43 holders, $116bn |
| Q1 2023 | 7 holders, $186m | 51 holders, $90.5bn |
| Q2 2023 | 8 holders, $203m | 43 holders, $88.3bn |
| Q3 2023 | 6 holders, $123m | 43 holders, $91.0bn |
| Q4 2023 | 9 holders, $266m | 42 holders, $92.5bn |
| Q1 2024 | 12 holders, $490m | 44 holders, $82.5bn |
| Q2 2024 | 12 holders, $538m | 43 holders, $87.4bn |
| Q3 2024 | 13 holders, $667m | 37 holders, $95.7bn |
| Q4 2024 | 11 holders, $351m | 45 holders, $79.2bn |
| Q1 2025 | 8 holders, $208m | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $229m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $210m | 42 holders, $44.3bn |
| Q4 2025 | 13 holders, $282m | 41 holders, $42.6bn |
| Q1 2026 | 4 holders, $42m | 44 holders, $38.0bn |
| Q2 2026 | 8 holders, $631m | 43 holders, $62.3bn |
Oscar Health Inc
- Holders
- 9
- Reported value
- $266m
- Buyers
- 3
- Sellers
- 4
Breadth -1 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 (5)
Acadian Asset Management LLC, Baillie Gifford & Co, Capital World Investors, Two Sigma Advisers LP, Two Sigma Investments LP
Only OSCR (4)
Dragoneer Investment Group LLC, Point72 Asset Management LP, Southeastern Asset Management Inc, Woodline Partners LP
Only UNH (37)
AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 12 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.