Holders over time
- THC
- UNH
| Quarter | THC | UNH |
|---|---|---|
| Q3 2020 | 4 holders, $722m | 37 holders, $71.0bn |
| Q4 2020 | 9 holders, $1.2bn | 36 holders, $79.4bn |
| Q1 2021 | 9 holders, $1.3bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $1.6bn | 43 holders, $86.1bn |
| Q3 2021 | 12 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 11 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 15 holders, $2.7bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.7bn | 33 holders, $107bn |
| Q3 2022 | 11 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $1.1bn | 51 holders, $90.5bn |
| Q2 2023 | 24 holders, $1.7bn | 43 holders, $88.3bn |
| Q3 2023 | 23 holders, $1.7bn | 43 holders, $91.0bn |
| Q4 2023 | 18 holders, $2.0bn | 42 holders, $92.5bn |
| Q1 2024 | 19 holders, $3.1bn | 44 holders, $82.5bn |
| Q2 2024 | 25 holders, $4.2bn | 43 holders, $87.4bn |
| Q3 2024 | 26 holders, $5.2bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $3.6bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $4.2bn | 49 holders, $81.5bn |
| Q2 2025 | 25 holders, $5.3bn | 50 holders, $44.5bn |
| Q3 2025 | 25 holders, $5.6bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $5.6bn | 41 holders, $42.6bn |
| Q1 2026 | 22 holders, $5.2bn | 44 holders, $38.0bn |
| Q2 2026 | 15 holders, $3.8bn | 43 holders, $62.3bn |
Tenet Healthcare Corp
- Holders
- 19
- Reported value
- $3.1bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 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 (14)
AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only THC (5)
Bridgewater Associates LP, Glenview Capital Management LLC, Greenlight Capital, Holocene Advisors LP, Winton Group Ltd
Only UNH (30)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, and 5 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.