Holders over time
- MCK
- UNH
| Quarter | MCK | UNH |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $3.2bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $3.7bn | 37 holders, $81.7bn |
| Q2 2021 | 20 holders, $3.9bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $3.6bn | 38 holders, $81.3bn |
| Q4 2021 | 21 holders, $4.6bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $6.4bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $7.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $8.1bn | 42 holders, $102bn |
| Q4 2022 | 25 holders, $8.8bn | 43 holders, $116bn |
| Q1 2023 | 27 holders, $9.1bn | 51 holders, $90.5bn |
| Q2 2023 | 31 holders, $9.4bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $9.3bn | 43 holders, $91.0bn |
| Q4 2023 | 31 holders, $9.7bn | 42 holders, $92.5bn |
| Q1 2024 | 31 holders, $10.0bn | 44 holders, $82.5bn |
| Q2 2024 | 28 holders, $10.3bn | 43 holders, $87.4bn |
| Q3 2024 | 24 holders, $7.6bn | 37 holders, $95.7bn |
| Q4 2024 | 30 holders, $9.5bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $10.7bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $12.0bn | 50 holders, $44.5bn |
| Q3 2025 | 24 holders, $12.8bn | 42 holders, $44.3bn |
| Q4 2025 | 23 holders, $13.4bn | 41 holders, $42.6bn |
| Q1 2026 | 21 holders, $13.7bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.8bn | 43 holders, $62.3bn |
Mckesson Corp
- Holders
- 28
- Reported value
- $10.3bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP
Only MCK (10)
Bridgewater Associates LP, Caxton Associates LLP, Glenview Capital Management LLC, Holocene Advisors LP, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only UNH (25)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, 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, Tudor Investment Corp
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.