Holders over time
- UHS
- UNH
| Quarter | UHS | UNH |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $2.5bn | 36 holders, $79.4bn |
| Q1 2021 | 16 holders, $2.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $2.6bn | 43 holders, $86.1bn |
| Q3 2021 | 14 holders, $2.5bn | 38 holders, $81.3bn |
| Q4 2021 | 14 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 13 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.9bn | 33 holders, $107bn |
| Q3 2022 | 14 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 15 holders, $3.1bn | 43 holders, $116bn |
| Q1 2023 | 16 holders, $2.5bn | 51 holders, $90.5bn |
| Q2 2023 | 20 holders, $3.0bn | 43 holders, $88.3bn |
| Q3 2023 | 17 holders, $2.4bn | 43 holders, $91.0bn |
| Q4 2023 | 17 holders, $3.2bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $3.5bn | 44 holders, $82.5bn |
| Q2 2024 | 15 holders, $3.0bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $3.5bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $2.1bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $2.1bn | 49 holders, $81.5bn |
| Q2 2025 | 15 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.0bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $1.8bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.5bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.1bn | 43 holders, $62.3bn |
Universal HLTH SVCS Inc
- Holders
- 16
- Reported value
- $3.5bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 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 (10)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Millennium Management LLC, Quantbot Technologies LP
Only UHS (6)
Bridgewater Associates LP, Glenview Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Winton Group Ltd, Woodline Partners LP
Only UNH (34)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 9 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.