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HLF · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HLF
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterHLFUNH
Q3 202017 holders, $2.6bn37 holders, $71.0bn
Q4 202016 holders, $2.7bn36 holders, $79.4bn
Q1 202114 holders, $1.8bn37 holders, $81.7bn
Q2 202111 holders, $1.6bn43 holders, $86.1bn
Q3 202111 holders, $1.1bn38 holders, $81.3bn
Q4 20219 holders, $800m38 holders, $104bn
Q1 20226 holders, $409m41 holders, $105bn
Q2 20227 holders, $189m33 holders, $107bn
Q3 20223 holders, $156m42 holders, $102bn
Q4 20225 holders, $134m43 holders, $116bn
Q1 20236 holders, $178m51 holders, $90.5bn
Q2 20234 holders, $116m43 holders, $88.3bn
Q3 20234 holders, $116m43 holders, $91.0bn
Q4 20234 holders, $121m42 holders, $92.5bn
Q1 20243 holders, $83m44 holders, $82.5bn
Q2 20245 holders, $149m43 holders, $87.4bn
Q3 20242 holders, $83m37 holders, $95.7bn
Q4 20242 holders, $98m45 holders, $79.2bn
Q1 20252 holders, $126m49 holders, $81.5bn
Q2 20252 holders, $126m50 holders, $44.5bn
Q3 20252 holders, $122m42 holders, $44.3bn
Q4 20253 holders, $204m41 holders, $42.6bn
Q1 20263 holders, $232m44 holders, $38.0bn
Q2 20262 holders, $188m43 holders, $62.3bn
HLF

Herbalife LTD

Holders
5
Reported value
$149m
Buyers
5
Sellers
0

Breadth +5 among 94 comparable managers.

UNH

Unitedhealth Group Inc

Holders
43
Reported value
$87.4bn
Buyers
22
Sellers
25

Breadth -3 among 94 comparable managers.

Who holds both, Q2 2024

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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