Holders over time
- UNH
- CI
| Quarter | UNH | CI |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 34 holders, $18.1bn |
| Q4 2020 | 36 holders, $79.4bn | 22 holders, $21.9bn |
| Q1 2021 | 37 holders, $81.7bn | 24 holders, $23.9bn |
| Q2 2021 | 43 holders, $86.1bn | 31 holders, $22.5bn |
| Q3 2021 | 38 holders, $81.3bn | 30 holders, $17.8bn |
| Q4 2021 | 38 holders, $104bn | 26 holders, $20.1bn |
| Q1 2022 | 41 holders, $105bn | 28 holders, $20.4bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $22.1bn |
| Q3 2022 | 42 holders, $102bn | 31 holders, $21.5bn |
| Q4 2022 | 43 holders, $116bn | 30 holders, $24.7bn |
| Q1 2023 | 51 holders, $90.5bn | 35 holders, $18.2bn |
| Q2 2023 | 43 holders, $88.3bn | 30 holders, $19.8bn |
| Q3 2023 | 43 holders, $91.0bn | 28 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 31 holders, $20.6bn |
| Q1 2024 | 44 holders, $82.5bn | 28 holders, $24.0bn |
| Q2 2024 | 43 holders, $87.4bn | 28 holders, $19.5bn |
| Q3 2024 | 37 holders, $95.7bn | 25 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 23 holders, $15.2bn |
| Q1 2025 | 49 holders, $81.5bn | 24 holders, $18.4bn |
| Q2 2025 | 50 holders, $44.5bn | 34 holders, $19.5bn |
| Q3 2025 | 42 holders, $44.3bn | 28 holders, $16.2bn |
| Q4 2025 | 41 holders, $42.6bn | 21 holders, $14.6bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.5bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $13.0bn |
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $82.5bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 93 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $24.0bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only UNH (24)
Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D1 Capital Partners LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP
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.