Holders over time
- MOH
- UNH
| Quarter | MOH | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $3.9bn | 37 holders, $71.0bn |
| Q4 2020 | 12 holders, $4.3bn | 36 holders, $79.4bn |
| Q1 2021 | 11 holders, $4.6bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $4.8bn | 43 holders, $86.1bn |
| Q3 2021 | 13 holders, $5.4bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $5.9bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $6.6bn | 41 holders, $105bn |
| Q2 2022 | 18 holders, $5.5bn | 33 holders, $107bn |
| Q3 2022 | 19 holders, $6.1bn | 42 holders, $102bn |
| Q4 2022 | 21 holders, $6.3bn | 43 holders, $116bn |
| Q1 2023 | 23 holders, $5.3bn | 51 holders, $90.5bn |
| Q2 2023 | 19 holders, $5.9bn | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $7.1bn | 43 holders, $91.0bn |
| Q4 2023 | 16 holders, $7.9bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $8.6bn | 44 holders, $82.5bn |
| Q2 2024 | 22 holders, $6.2bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $7.0bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $5.8bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $7.2bn | 49 holders, $81.5bn |
| Q2 2025 | 19 holders, $6.1bn | 50 holders, $44.5bn |
| Q3 2025 | 16 holders, $3.3bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $2.3bn | 41 holders, $42.6bn |
| Q1 2026 | 13 holders, $1.7bn | 44 holders, $38.0bn |
| Q2 2026 | 13 holders, $3.1bn | 43 holders, $62.3bn |
Molina Healthcare Inc
- Holders
- 16
- Reported value
- $8.6bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 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 (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MOH (4)
Durable Capital Partners LP, Holocene Advisors LP, Renaissance Technologies LLC, Woodline Partners LP
Only UNH (32)
AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, 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, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 7 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.