Holders over time
- CAH
- UNH
| Quarter | CAH | UNH |
|---|---|---|
| Q3 2020 | 22 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 19 holders, $1.6bn | 36 holders, $79.4bn |
| Q1 2021 | 14 holders, $1.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $1.6bn | 43 holders, $86.1bn |
| Q3 2021 | 18 holders, $1.5bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $1.7bn | 38 holders, $104bn |
| Q1 2022 | 17 holders, $1.7bn | 41 holders, $105bn |
| Q2 2022 | 19 holders, $1.4bn | 33 holders, $107bn |
| Q3 2022 | 21 holders, $2.3bn | 42 holders, $102bn |
| Q4 2022 | 24 holders, $2.6bn | 43 holders, $116bn |
| Q1 2023 | 26 holders, $2.6bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $3.2bn | 43 holders, $88.3bn |
| Q3 2023 | 26 holders, $2.9bn | 43 holders, $91.0bn |
| Q4 2023 | 29 holders, $3.4bn | 42 holders, $92.5bn |
| Q1 2024 | 23 holders, $3.7bn | 44 holders, $82.5bn |
| Q2 2024 | 25 holders, $3.1bn | 43 holders, $87.4bn |
| Q3 2024 | 27 holders, $3.6bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $4.1bn | 45 holders, $79.2bn |
| Q1 2025 | 30 holders, $4.2bn | 49 holders, $81.5bn |
| Q2 2025 | 30 holders, $4.9bn | 50 holders, $44.5bn |
| Q3 2025 | 22 holders, $4.6bn | 42 holders, $44.3bn |
| Q4 2025 | 28 holders, $5.7bn | 41 holders, $42.6bn |
| Q1 2026 | 31 holders, $5.6bn | 44 holders, $38.0bn |
| Q2 2026 | 24 holders, $7.0bn | 43 holders, $62.3bn |
Cardinal Health Inc
- Holders
- 25
- Reported value
- $3.1bn
- Buyers
- 14
- Sellers
- 12
Breadth +2 among 94 comparable managers.
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $87.4bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 94 comparable managers.
Who holds both, Q2 2024
Both (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only CAH (10)
Bridgewater Associates LP, Elliott Investment Management LP, Holocene Advisors LP, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only UNH (28)
AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 3 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.