Holders over time
- TRUP
- UNH
| Quarter | TRUP | UNH |
|---|---|---|
| Q3 2020 | 7 holders, $732m | 37 holders, $71.0bn |
| Q4 2020 | 7 holders, $858m | 36 holders, $79.4bn |
| Q1 2021 | 10 holders, $565m | 37 holders, $81.7bn |
| Q2 2021 | 8 holders, $948m | 43 holders, $86.1bn |
| Q3 2021 | 9 holders, $633m | 38 holders, $81.3bn |
| Q4 2021 | 9 holders, $1.1bn | 38 holders, $104bn |
| Q1 2022 | 6 holders, $576m | 41 holders, $105bn |
| Q2 2022 | 6 holders, $413m | 33 holders, $107bn |
| Q3 2022 | 5 holders, $429m | 42 holders, $102bn |
| Q4 2022 | 4 holders, $318m | 43 holders, $116bn |
| Q1 2023 | 4 holders, $215m | 51 holders, $90.5bn |
| Q2 2023 | 5 holders, $109m | 43 holders, $88.3bn |
| Q3 2023 | 4 holders, $154m | 43 holders, $91.0bn |
| Q4 2023 | 7 holders, $184m | 42 holders, $92.5bn |
| Q1 2024 | 6 holders, $174m | 44 holders, $82.5bn |
| Q2 2024 | 6 holders, $185m | 43 holders, $87.4bn |
| Q3 2024 | 6 holders, $375m | 37 holders, $95.7bn |
| Q4 2024 | 7 holders, $326m | 45 holders, $79.2bn |
| Q1 2025 | 5 holders, $229m | 49 holders, $81.5bn |
| Q2 2025 | 7 holders, $442m | 50 holders, $44.5bn |
| Q3 2025 | 5 holders, $297m | 42 holders, $44.3bn |
| Q4 2025 | 5 holders, $212m | 41 holders, $42.6bn |
| Q1 2026 | 3 holders, $99m | 44 holders, $38.0bn |
| Q2 2026 | 3 holders, $97m | 43 holders, $62.3bn |
Trupanion Inc
- Holders
- 6
- Reported value
- $174m
- Buyers
- 2
- Sellers
- 3
Breadth -1 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 (4)
Baillie Gifford & Co, Capital World Investors, Marshall Wace LLP, Voloridge Investment Management LLC
Only TRUP (2)
Only UNH (40)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, and 15 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.