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
- 19
- Reported value
- $7.0bn
- Buyers
- 10
- Sellers
- 10
Breadth 0 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 (11)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MOH (8)
Bridgewater Associates LP, Durable Capital Partners LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Scion Asset Management LLC, Woodline Partners LP
Only UNH (26)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, 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, Man Group PLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, and 1 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.