Holders over time
- UNH
- HUM
| Quarter | UNH | HUM |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $18.0bn |
| Q4 2020 | 36 holders, $79.4bn | 30 holders, $17.6bn |
| Q1 2021 | 37 holders, $81.7bn | 26 holders, $17.2bn |
| Q2 2021 | 43 holders, $86.1bn | 28 holders, $18.1bn |
| Q3 2021 | 38 holders, $81.3bn | 33 holders, $16.8bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $20.3bn |
| Q1 2022 | 41 holders, $105bn | 32 holders, $17.7bn |
| Q2 2022 | 33 holders, $107bn | 29 holders, $18.1bn |
| Q3 2022 | 42 holders, $102bn | 32 holders, $17.7bn |
| Q4 2022 | 43 holders, $116bn | 31 holders, $17.2bn |
| Q1 2023 | 51 holders, $90.5bn | 31 holders, $16.7bn |
| Q2 2023 | 43 holders, $88.3bn | 28 holders, $14.2bn |
| Q3 2023 | 43 holders, $91.0bn | 35 holders, $16.5bn |
| Q4 2023 | 42 holders, $92.5bn | 34 holders, $13.3bn |
| Q1 2024 | 44 holders, $82.5bn | 37 holders, $9.8bn |
| Q2 2024 | 43 holders, $87.4bn | 34 holders, $11.3bn |
| Q3 2024 | 37 holders, $95.7bn | 28 holders, $8.4bn |
| Q4 2024 | 45 holders, $79.2bn | 19 holders, $7.3bn |
| Q1 2025 | 49 holders, $81.5bn | 26 holders, $7.3bn |
| Q2 2025 | 50 holders, $44.5bn | 24 holders, $6.7bn |
| Q3 2025 | 42 holders, $44.3bn | 17 holders, $6.5bn |
| Q4 2025 | 41 holders, $42.6bn | 14 holders, $6.5bn |
| Q1 2026 | 44 holders, $38.0bn | 14 holders, $3.8bn |
| Q2 2026 | 43 holders, $62.3bn | 25 holders, $10.6bn |
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $87.4bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 94 comparable managers.
Humana Inc
- Holders
- 34
- Reported value
- $11.3bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only UNH (21)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP
Only HUM (12)
Artisan Partners LP, Baupost Group LLC, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Starboard Value LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
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.