Holders over time
- HCA
- UNH
| Quarter | HCA | UNH |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $12.3bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $13.3bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $13.9bn | 43 holders, $86.1bn |
| Q3 2021 | 28 holders, $15.8bn | 38 holders, $81.3bn |
| Q4 2021 | 25 holders, $16.0bn | 38 holders, $104bn |
| Q1 2022 | 22 holders, $13.8bn | 41 holders, $105bn |
| Q2 2022 | 28 holders, $7.8bn | 33 holders, $107bn |
| Q3 2022 | 24 holders, $8.4bn | 42 holders, $102bn |
| Q4 2022 | 20 holders, $10.5bn | 43 holders, $116bn |
| Q1 2023 | 25 holders, $11.0bn | 51 holders, $90.5bn |
| Q2 2023 | 26 holders, $11.3bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $8.1bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $9.0bn | 42 holders, $92.5bn |
| Q1 2024 | 25 holders, $10.6bn | 44 holders, $82.5bn |
| Q2 2024 | 23 holders, $9.8bn | 43 holders, $87.4bn |
| Q3 2024 | 25 holders, $11.5bn | 37 holders, $95.7bn |
| Q4 2024 | 28 holders, $8.1bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $8.7bn | 49 holders, $81.5bn |
| Q2 2025 | 20 holders, $9.4bn | 50 holders, $44.5bn |
| Q3 2025 | 20 holders, $9.9bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $11.4bn | 41 holders, $42.6bn |
| Q1 2026 | 23 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $7.1bn | 43 holders, $62.3bn |
Hca Healthcare Inc
- Holders
- 25
- Reported value
- $10.6bn
- Buyers
- 9
- Sellers
- 17
Breadth -8 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 (18)
AllianceBernstein LP, Arrowstreet Capital LP, Capital World Investors, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HCA (7)
Bridgewater Associates LP, Caxton Associates LLP, Glenview Capital Management LLC, Holocene Advisors LP, Scion Asset Management LLC, Winton Group Ltd, Woodline Partners LP
Only UNH (26)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, and 1 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.