Holders over time
- MOH
- UNH
| Quarter | MOH | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $3.9bn | 37 holders, $71.0bn |
| Q4 2020 | 12 holders, $4.3bn | 36 holders, $79.4bn |
| Q1 2021 | 11 holders, $4.6bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $4.8bn | 43 holders, $86.1bn |
| Q3 2021 | 13 holders, $5.4bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $5.9bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $6.6bn | 41 holders, $105bn |
| Q2 2022 | 18 holders, $5.5bn | 33 holders, $107bn |
| Q3 2022 | 19 holders, $6.1bn | 42 holders, $102bn |
| Q4 2022 | 21 holders, $6.3bn | 43 holders, $116bn |
| Q1 2023 | 23 holders, $5.3bn | 51 holders, $90.5bn |
| Q2 2023 | 19 holders, $5.9bn | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $7.1bn | 43 holders, $91.0bn |
| Q4 2023 | 16 holders, $7.9bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $8.6bn | 44 holders, $82.5bn |
| Q2 2024 | 22 holders, $6.2bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $7.0bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $5.8bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $7.2bn | 49 holders, $81.5bn |
| Q2 2025 | 19 holders, $6.1bn | 50 holders, $44.5bn |
| Q3 2025 | 16 holders, $3.3bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $2.3bn | 41 holders, $42.6bn |
| Q1 2026 | 13 holders, $1.7bn | 44 holders, $38.0bn |
| Q2 2026 | 13 holders, $3.1bn | 43 holders, $62.3bn |
Molina Healthcare Inc
- Holders
- 22
- Reported value
- $6.2bn
- Buyers
- 16
- Sellers
- 6
Breadth +10 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 (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MOH (8)
Bridgewater Associates LP, Durable Capital Partners LP, Maverick Capital Ltd, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Voloridge Investment Management LLC
Only UNH (29)
AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, and 4 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.