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MCK · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MCK
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterMCKUNH
Q3 202023 holders, $3.4bn37 holders, $71.0bn
Q4 202021 holders, $3.2bn36 holders, $79.4bn
Q1 202118 holders, $3.7bn37 holders, $81.7bn
Q2 202120 holders, $3.9bn43 holders, $86.1bn
Q3 202116 holders, $3.6bn38 holders, $81.3bn
Q4 202121 holders, $4.6bn38 holders, $104bn
Q1 202218 holders, $6.4bn41 holders, $105bn
Q2 202222 holders, $7.5bn33 holders, $107bn
Q3 202222 holders, $8.1bn42 holders, $102bn
Q4 202225 holders, $8.8bn43 holders, $116bn
Q1 202327 holders, $9.1bn51 holders, $90.5bn
Q2 202331 holders, $9.4bn43 holders, $88.3bn
Q3 202327 holders, $9.3bn43 holders, $91.0bn
Q4 202331 holders, $9.7bn42 holders, $92.5bn
Q1 202431 holders, $10.0bn44 holders, $82.5bn
Q2 202428 holders, $10.3bn43 holders, $87.4bn
Q3 202424 holders, $7.6bn37 holders, $95.7bn
Q4 202430 holders, $9.5bn45 holders, $79.2bn
Q1 202528 holders, $10.7bn49 holders, $81.5bn
Q2 202524 holders, $12.0bn50 holders, $44.5bn
Q3 202524 holders, $12.8bn42 holders, $44.3bn
Q4 202523 holders, $13.4bn41 holders, $42.6bn
Q1 202621 holders, $13.7bn44 holders, $38.0bn
Q2 202625 holders, $10.8bn43 holders, $62.3bn
MCK

Mckesson Corp

Holders
24
Reported value
$7.6bn
Buyers
12
Sellers
14

Breadth -2 among 94 comparable managers.

UNH

Unitedhealth Group Inc

Holders
37
Reported value
$95.7bn
Buyers
10
Sellers
30

Breadth -20 among 94 comparable managers.

Who holds both, Q3 2024

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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