Holders over time
- HIMS
- UNH
| Quarter | HIMS | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | 3 holders, $73m | 37 holders, $81.7bn |
| Q2 2021 | 2 holders, $60m | 43 holders, $86.1bn |
| Q3 2021 | 1 holders, $28m | 38 holders, $81.3bn |
| Q4 2021 | 1 holders, $25m | 38 holders, $104bn |
| Q1 2022 | 1 holders, $17m | 41 holders, $105bn |
| Q2 2022 | 1 holders, $15m | 33 holders, $107bn |
| Q3 2022 | 3 holders, $21m | 42 holders, $102bn |
| Q4 2022 | 3 holders, $51m | 43 holders, $116bn |
| Q1 2023 | 7 holders, $91m | 51 holders, $90.5bn |
| Q2 2023 | 5 holders, $86m | 43 holders, $88.3bn |
| Q3 2023 | 4 holders, $56m | 43 holders, $91.0bn |
| Q4 2023 | 4 holders, $64m | 42 holders, $92.5bn |
| Q1 2024 | 8 holders, $242m | 44 holders, $82.5bn |
| Q2 2024 | 11 holders, $344m | 43 holders, $87.4bn |
| Q3 2024 | 13 holders, $313m | 37 holders, $95.7bn |
| Q4 2024 | 10 holders, $628m | 45 holders, $79.2bn |
| Q1 2025 | 8 holders, $738m | 49 holders, $81.5bn |
| Q2 2025 | 9 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 9 holders, $2.5bn | 42 holders, $44.3bn |
| Q4 2025 | 4 holders, $740m | 41 holders, $42.6bn |
| Q1 2026 | 6 holders, $68m | 44 holders, $38.0bn |
| Q2 2026 | 4 holders, $183m | 43 holders, $62.3bn |
Hims & Hers Health Inc
- Holders
- 13
- Reported value
- $313m
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 94 comparable managers.
Unitedhealth Group Inc
- Holders
- 37
- Reported value
- $95.7bn
- Buyers
- 10
- Sellers
- 30
Breadth -20 among 94 comparable managers.
Who holds both, Q3 2024
Both (6)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Farallon Capital Management LLC, Man Group PLC, Marshall Wace LLP
Only HIMS (7)
Bridgewater Associates LP, Oaktree Capital Management LP, Renaissance Technologies LLC, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC
Only UNH (31)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, and 6 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.