Holders over time
- UHS
- CI
| Quarter | UHS | CI |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 34 holders, $18.1bn |
| Q4 2020 | 17 holders, $2.5bn | 22 holders, $21.9bn |
| Q1 2021 | 16 holders, $2.4bn | 24 holders, $23.9bn |
| Q2 2021 | 15 holders, $2.6bn | 31 holders, $22.5bn |
| Q3 2021 | 14 holders, $2.5bn | 30 holders, $17.8bn |
| Q4 2021 | 14 holders, $2.4bn | 26 holders, $20.1bn |
| Q1 2022 | 13 holders, $2.6bn | 28 holders, $20.4bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $22.1bn |
| Q3 2022 | 14 holders, $1.6bn | 31 holders, $21.5bn |
| Q4 2022 | 15 holders, $3.1bn | 30 holders, $24.7bn |
| Q1 2023 | 16 holders, $2.5bn | 35 holders, $18.2bn |
| Q2 2023 | 20 holders, $3.0bn | 30 holders, $19.8bn |
| Q3 2023 | 17 holders, $2.4bn | 28 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 31 holders, $20.6bn |
| Q1 2024 | 16 holders, $3.5bn | 28 holders, $24.0bn |
| Q2 2024 | 15 holders, $3.0bn | 28 holders, $19.5bn |
| Q3 2024 | 19 holders, $3.5bn | 25 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 23 holders, $15.2bn |
| Q1 2025 | 18 holders, $2.1bn | 24 holders, $18.4bn |
| Q2 2025 | 15 holders, $1.9bn | 34 holders, $19.5bn |
| Q3 2025 | 13 holders, $2.0bn | 28 holders, $16.2bn |
| Q4 2025 | 11 holders, $1.8bn | 21 holders, $14.6bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.5bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $13.0bn |
Universal HLTH SVCS Inc
- Holders
- 17
- Reported value
- $3.2bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 among 93 comparable managers.
The Cigna Group
- Holders
- 31
- Reported value
- $20.6bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 93 comparable managers.
Who holds both, Q4 2023
Both (12)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Glenview Capital Management LLC, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Woodline Partners LP
Only UHS (5)
Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP
Only CI (19)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management 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.