Holders over time
- DGX
- UNH
| Quarter | DGX | UNH |
|---|---|---|
| Q3 2020 | 18 holders, $1.0bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 19 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $975m | 43 holders, $86.1bn |
| Q3 2021 | 17 holders, $1.1bn | 38 holders, $81.3bn |
| Q4 2021 | 17 holders, $1.5bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $812m | 41 holders, $105bn |
| Q2 2022 | 16 holders, $813m | 33 holders, $107bn |
| Q3 2022 | 16 holders, $910m | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $989m | 51 holders, $90.5bn |
| Q2 2023 | 16 holders, $1.3bn | 43 holders, $88.3bn |
| Q3 2023 | 15 holders, $1.1bn | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $1.2bn | 42 holders, $92.5bn |
| Q1 2024 | 10 holders, $777m | 44 holders, $82.5bn |
| Q2 2024 | 13 holders, $1.2bn | 43 holders, $87.4bn |
| Q3 2024 | 11 holders, $1.7bn | 37 holders, $95.7bn |
| Q4 2024 | 9 holders, $1.6bn | 45 holders, $79.2bn |
| Q1 2025 | 10 holders, $1.8bn | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $2.4bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.5bn | 42 holders, $44.3bn |
| Q4 2025 | 10 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $1.6bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.6bn | 43 holders, $62.3bn |
Quest Diagnostics Inc
- Holders
- 10
- Reported value
- $777m
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 93 comparable managers.
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $82.5bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (8)
Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Two Sigma Investments LP, Wellington Management Group LLP
Only DGX (2)
Only UNH (36)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, and 11 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.