Holders over time
- HCA
- UNH
| Quarter | HCA | UNH |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $12.3bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $13.3bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $13.9bn | 43 holders, $86.1bn |
| Q3 2021 | 28 holders, $15.8bn | 38 holders, $81.3bn |
| Q4 2021 | 25 holders, $16.0bn | 38 holders, $104bn |
| Q1 2022 | 22 holders, $13.8bn | 41 holders, $105bn |
| Q2 2022 | 28 holders, $7.8bn | 33 holders, $107bn |
| Q3 2022 | 24 holders, $8.4bn | 42 holders, $102bn |
| Q4 2022 | 20 holders, $10.5bn | 43 holders, $116bn |
| Q1 2023 | 25 holders, $11.0bn | 51 holders, $90.5bn |
| Q2 2023 | 26 holders, $11.3bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $8.1bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $9.0bn | 42 holders, $92.5bn |
| Q1 2024 | 25 holders, $10.6bn | 44 holders, $82.5bn |
| Q2 2024 | 23 holders, $9.8bn | 43 holders, $87.4bn |
| Q3 2024 | 25 holders, $11.5bn | 37 holders, $95.7bn |
| Q4 2024 | 28 holders, $8.1bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $8.7bn | 49 holders, $81.5bn |
| Q2 2025 | 20 holders, $9.4bn | 50 holders, $44.5bn |
| Q3 2025 | 20 holders, $9.9bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $11.4bn | 41 holders, $42.6bn |
| Q1 2026 | 23 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $7.1bn | 43 holders, $62.3bn |
Hca Healthcare Inc
- Holders
- 23
- Reported value
- $9.8bn
- Buyers
- 10
- Sellers
- 13
Breadth -3 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 (17)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP
Only HCA (6)
Bridgewater Associates LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Voloridge Investment Management LLC, Woodline Partners LP
Only UNH (26)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, and 1 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.