Holders over time
- UHS
- UNH
| Quarter | UHS | UNH |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $2.5bn | 36 holders, $79.4bn |
| Q1 2021 | 16 holders, $2.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $2.6bn | 43 holders, $86.1bn |
| Q3 2021 | 14 holders, $2.5bn | 38 holders, $81.3bn |
| Q4 2021 | 14 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 13 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.9bn | 33 holders, $107bn |
| Q3 2022 | 14 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 15 holders, $3.1bn | 43 holders, $116bn |
| Q1 2023 | 16 holders, $2.5bn | 51 holders, $90.5bn |
| Q2 2023 | 20 holders, $3.0bn | 43 holders, $88.3bn |
| Q3 2023 | 17 holders, $2.4bn | 43 holders, $91.0bn |
| Q4 2023 | 17 holders, $3.2bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $3.5bn | 44 holders, $82.5bn |
| Q2 2024 | 15 holders, $3.0bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $3.5bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $2.1bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $2.1bn | 49 holders, $81.5bn |
| Q2 2025 | 15 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.0bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $1.8bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.5bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.1bn | 43 holders, $62.3bn |
Universal HLTH SVCS Inc
- Holders
- 17
- Reported value
- $3.2bn
- Buyers
- 9
- Sellers
- 10
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 (9)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, MFS Investment Management
Only UHS (8)
Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Glenview Capital Management LLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Woodline Partners LP
Only UNH (33)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, and 8 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.