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FTRE · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FTRE
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterFTREUNH
Q3 2020none listed holders, n.a.37 holders, $71.0bn
Q4 2020none listed holders, n.a.36 holders, $79.4bn
Q1 2021none listed holders, n.a.37 holders, $81.7bn
Q2 2021none listed holders, n.a.43 holders, $86.1bn
Q3 2021none listed holders, n.a.38 holders, $81.3bn
Q4 2021none listed holders, n.a.38 holders, $104bn
Q1 2022none listed holders, n.a.41 holders, $105bn
Q2 2022none listed holders, n.a.33 holders, $107bn
Q3 2022none listed holders, n.a.42 holders, $102bn
Q4 2022none listed holders, n.a.43 holders, $116bn
Q1 2023none listed holders, n.a.51 holders, $90.5bn
Q2 2023none listed holders, n.a.43 holders, $88.3bn
Q3 20235 holders, $158m43 holders, $91.0bn
Q4 20238 holders, $428m42 holders, $92.5bn
Q1 202411 holders, $411m44 holders, $82.5bn
Q2 20247 holders, $370m43 holders, $87.4bn
Q3 20247 holders, $245m37 holders, $95.7bn
Q4 20243 holders, $142m45 holders, $79.2bn
Q1 20253 holders, $42m49 holders, $81.5bn
Q2 20252 holders, $15m50 holders, $44.5bn
Q3 20252 holders, $7.1m42 holders, $44.3bn
Q4 20254 holders, $21m41 holders, $42.6bn
Q1 20263 holders, $8.0m44 holders, $38.0bn
Q2 20262 holders, $12m43 holders, $62.3bn
FTRE

Fortrea HLDGS Inc

Holders
11
Reported value
$411m
Buyers
6
Sellers
5

Breadth +1 among 93 comparable managers.

UNH

Unitedhealth Group Inc

Holders
44
Reported value
$82.5bn
Buyers
22
Sellers
25

Breadth -3 among 93 comparable managers.

Who holds both, Q1 2024

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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