Holders over time
- ELV
- UNH
| Quarter | ELV | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $15.0bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $16.7bn | 36 holders, $79.4bn |
| Q1 2021 | 25 holders, $18.6bn | 37 holders, $81.7bn |
| Q2 2021 | 30 holders, $19.4bn | 43 holders, $86.1bn |
| Q3 2021 | 26 holders, $18.5bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $23.3bn | 38 holders, $104bn |
| Q1 2022 | 31 holders, $23.9bn | 41 holders, $105bn |
| Q2 2022 | 32 holders, $23.3bn | 33 holders, $107bn |
| Q3 2022 | 34 holders, $22.6bn | 42 holders, $102bn |
| Q4 2022 | 34 holders, $25.5bn | 43 holders, $116bn |
| Q1 2023 | 39 holders, $22.5bn | 51 holders, $90.5bn |
| Q2 2023 | 38 holders, $20.6bn | 43 holders, $88.3bn |
| Q3 2023 | 34 holders, $19.8bn | 43 holders, $91.0bn |
| Q4 2023 | 36 holders, $20.3bn | 42 holders, $92.5bn |
| Q1 2024 | 35 holders, $21.3bn | 44 holders, $82.5bn |
| Q2 2024 | 33 holders, $22.1bn | 43 holders, $87.4bn |
| Q3 2024 | 30 holders, $20.2bn | 37 holders, $95.7bn |
| Q4 2024 | 32 holders, $15.9bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $17.1bn | 49 holders, $81.5bn |
| Q2 2025 | 27 holders, $14.8bn | 50 holders, $44.5bn |
| Q3 2025 | 27 holders, $12.7bn | 42 holders, $44.3bn |
| Q4 2025 | 25 holders, $17.0bn | 41 holders, $42.6bn |
| Q1 2026 | 26 holders, $13.6bn | 44 holders, $38.0bn |
| Q2 2026 | 28 holders, $17.7bn | 43 holders, $62.3bn |
Elevance Health Inc Formerly
- Holders
- 33
- Reported value
- $22.1bn
- Buyers
- 14
- Sellers
- 21
Breadth -7 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ELV (9)
Artisan Partners LP, Bridgewater Associates LP, D1 Capital Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, MFS Investment Management, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only UNH (19)
Acadian Asset Management LLC, Appaloosa LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Farallon Capital Management LLC, Harris Associates LP, Lone Pine Capital LLC, Markel Group Inc, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP
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.