Holders over time
- THC
- UNH
| Quarter | THC | UNH |
|---|---|---|
| Q3 2020 | 4 holders, $722m | 37 holders, $71.0bn |
| Q4 2020 | 9 holders, $1.2bn | 36 holders, $79.4bn |
| Q1 2021 | 9 holders, $1.3bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $1.6bn | 43 holders, $86.1bn |
| Q3 2021 | 12 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 11 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 15 holders, $2.7bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.7bn | 33 holders, $107bn |
| Q3 2022 | 11 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $1.1bn | 51 holders, $90.5bn |
| Q2 2023 | 24 holders, $1.7bn | 43 holders, $88.3bn |
| Q3 2023 | 23 holders, $1.7bn | 43 holders, $91.0bn |
| Q4 2023 | 18 holders, $2.0bn | 42 holders, $92.5bn |
| Q1 2024 | 19 holders, $3.1bn | 44 holders, $82.5bn |
| Q2 2024 | 25 holders, $4.2bn | 43 holders, $87.4bn |
| Q3 2024 | 26 holders, $5.2bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $3.6bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $4.2bn | 49 holders, $81.5bn |
| Q2 2025 | 25 holders, $5.3bn | 50 holders, $44.5bn |
| Q3 2025 | 25 holders, $5.6bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $5.6bn | 41 holders, $42.6bn |
| Q1 2026 | 22 holders, $5.2bn | 44 holders, $38.0bn |
| Q2 2026 | 15 holders, $3.8bn | 43 holders, $62.3bn |
Tenet Healthcare Corp
- Holders
- 18
- Reported value
- $2.0bn
- Buyers
- 12
- Sellers
- 8
Breadth +4 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 (10)
AQR Capital Management LLC, Arrowstreet Capital LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Walleye Capital LLC
Only THC (8)
Bridgewater Associates LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only UNH (32)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa 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, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, 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, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, and 7 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.