Holders over time
- UHS
- ELV
| Quarter | UHS | ELV |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 30 holders, $15.0bn |
| Q4 2020 | 17 holders, $2.5bn | 29 holders, $16.7bn |
| Q1 2021 | 16 holders, $2.4bn | 25 holders, $18.6bn |
| Q2 2021 | 15 holders, $2.6bn | 30 holders, $19.4bn |
| Q3 2021 | 14 holders, $2.5bn | 26 holders, $18.5bn |
| Q4 2021 | 14 holders, $2.4bn | 29 holders, $23.3bn |
| Q1 2022 | 13 holders, $2.6bn | 31 holders, $23.9bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $23.3bn |
| Q3 2022 | 14 holders, $1.6bn | 34 holders, $22.6bn |
| Q4 2022 | 15 holders, $3.1bn | 34 holders, $25.5bn |
| Q1 2023 | 16 holders, $2.5bn | 39 holders, $22.5bn |
| Q2 2023 | 20 holders, $3.0bn | 38 holders, $20.6bn |
| Q3 2023 | 17 holders, $2.4bn | 34 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 36 holders, $20.3bn |
| Q1 2024 | 16 holders, $3.5bn | 35 holders, $21.3bn |
| Q2 2024 | 15 holders, $3.0bn | 33 holders, $22.1bn |
| Q3 2024 | 19 holders, $3.5bn | 30 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 32 holders, $15.9bn |
| Q1 2025 | 18 holders, $2.1bn | 28 holders, $17.1bn |
| Q2 2025 | 15 holders, $1.9bn | 27 holders, $14.8bn |
| Q3 2025 | 13 holders, $2.0bn | 27 holders, $12.7bn |
| Q4 2025 | 11 holders, $1.8bn | 25 holders, $17.0bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.6bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $17.7bn |
Universal HLTH SVCS Inc
- Holders
- 17
- Reported value
- $3.2bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 among 93 comparable managers.
Elevance Health Inc Formerly
- Holders
- 36
- Reported value
- $20.3bn
- Buyers
- 10
- Sellers
- 27
Breadth -17 among 93 comparable managers.
Who holds both, Q4 2023
Both (12)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Glenview Capital Management LLC, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP
Only UHS (5)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Woodline Partners LP
Only ELV (24)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
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.