Holders over time
- UHS
- ELV
| Quarter | UHS | ELV |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 30 holders, $15.0bn |
| Q4 2020 | 17 holders, $2.5bn | 29 holders, $16.7bn |
| Q1 2021 | 16 holders, $2.4bn | 25 holders, $18.6bn |
| Q2 2021 | 15 holders, $2.6bn | 30 holders, $19.4bn |
| Q3 2021 | 14 holders, $2.5bn | 26 holders, $18.5bn |
| Q4 2021 | 14 holders, $2.4bn | 29 holders, $23.3bn |
| Q1 2022 | 13 holders, $2.6bn | 31 holders, $23.9bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $23.3bn |
| Q3 2022 | 14 holders, $1.6bn | 34 holders, $22.6bn |
| Q4 2022 | 15 holders, $3.1bn | 34 holders, $25.5bn |
| Q1 2023 | 16 holders, $2.5bn | 39 holders, $22.5bn |
| Q2 2023 | 20 holders, $3.0bn | 38 holders, $20.6bn |
| Q3 2023 | 17 holders, $2.4bn | 34 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 36 holders, $20.3bn |
| Q1 2024 | 16 holders, $3.5bn | 35 holders, $21.3bn |
| Q2 2024 | 15 holders, $3.0bn | 33 holders, $22.1bn |
| Q3 2024 | 19 holders, $3.5bn | 30 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 32 holders, $15.9bn |
| Q1 2025 | 18 holders, $2.1bn | 28 holders, $17.1bn |
| Q2 2025 | 15 holders, $1.9bn | 27 holders, $14.8bn |
| Q3 2025 | 13 holders, $2.0bn | 27 holders, $12.7bn |
| Q4 2025 | 11 holders, $1.8bn | 25 holders, $17.0bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.6bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $17.7bn |
Universal HLTH SVCS Inc
- Holders
- 15
- Reported value
- $3.0bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 among 94 comparable managers.
Elevance Health Inc Formerly
- Holders
- 33
- Reported value
- $22.1bn
- Buyers
- 14
- Sellers
- 21
Breadth -7 among 94 comparable managers.
Who holds both, Q2 2024
Both (12)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Glenview Capital Management LLC, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP
Only UHS (3)
Citadel Advisors LLC, PDT Partners LLC, Woodline Partners LP
Only ELV (21)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
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.