Holders over time
- MCK
- UNH
| Quarter | MCK | UNH |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $3.2bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $3.7bn | 37 holders, $81.7bn |
| Q2 2021 | 20 holders, $3.9bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $3.6bn | 38 holders, $81.3bn |
| Q4 2021 | 21 holders, $4.6bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $6.4bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $7.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $8.1bn | 42 holders, $102bn |
| Q4 2022 | 25 holders, $8.8bn | 43 holders, $116bn |
| Q1 2023 | 27 holders, $9.1bn | 51 holders, $90.5bn |
| Q2 2023 | 31 holders, $9.4bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $9.3bn | 43 holders, $91.0bn |
| Q4 2023 | 31 holders, $9.7bn | 42 holders, $92.5bn |
| Q1 2024 | 31 holders, $10.0bn | 44 holders, $82.5bn |
| Q2 2024 | 28 holders, $10.3bn | 43 holders, $87.4bn |
| Q3 2024 | 24 holders, $7.6bn | 37 holders, $95.7bn |
| Q4 2024 | 30 holders, $9.5bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $10.7bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $12.0bn | 50 holders, $44.5bn |
| Q3 2025 | 24 holders, $12.8bn | 42 holders, $44.3bn |
| Q4 2025 | 23 holders, $13.4bn | 41 holders, $42.6bn |
| Q1 2026 | 21 holders, $13.7bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.8bn | 43 holders, $62.3bn |
Mckesson Corp
- Holders
- 31
- Reported value
- $10.0bn
- Buyers
- 12
- Sellers
- 21
Breadth -9 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MCK (7)
Bridgewater Associates LP, Caxton Associates LLP, Glenview Capital Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, MFS Investment Management, Woodline Partners LP
Only UNH (20)
Appaloosa LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Verition Fund Management LLC
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.