Holders over time
- OPCH
- UNH
| Quarter | OPCH | UNH |
|---|---|---|
| Q3 2020 | 1 holders, $9.8m | 37 holders, $71.0bn |
| Q4 2020 | 6 holders, $28m | 36 holders, $79.4bn |
| Q1 2021 | 5 holders, $26m | 37 holders, $81.7bn |
| Q2 2021 | 4 holders, $38m | 43 holders, $86.1bn |
| Q3 2021 | 7 holders, $302m | 38 holders, $81.3bn |
| Q4 2021 | 7 holders, $897m | 38 holders, $104bn |
| Q1 2022 | 10 holders, $967m | 41 holders, $105bn |
| Q2 2022 | 8 holders, $996m | 33 holders, $107bn |
| Q3 2022 | 9 holders, $782m | 42 holders, $102bn |
| Q4 2022 | 7 holders, $658m | 43 holders, $116bn |
| Q1 2023 | 11 holders, $984m | 51 holders, $90.5bn |
| Q2 2023 | 14 holders, $719m | 43 holders, $88.3bn |
| Q3 2023 | 13 holders, $694m | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $562m | 42 holders, $92.5bn |
| Q1 2024 | 8 holders, $503m | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $419m | 43 holders, $87.4bn |
| Q3 2024 | 9 holders, $608m | 37 holders, $95.7bn |
| Q4 2024 | 8 holders, $557m | 45 holders, $79.2bn |
| Q1 2025 | 11 holders, $914m | 49 holders, $81.5bn |
| Q2 2025 | 9 holders, $936m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $748m | 42 holders, $44.3bn |
| Q4 2025 | 5 holders, $844m | 41 holders, $42.6bn |
| Q1 2026 | 6 holders, $724m | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $519m | 43 holders, $62.3bn |
Option Care Health Inc
- Holders
- 9
- Reported value
- $608m
- Buyers
- 5
- Sellers
- 4
Breadth +1 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 (4)
First Eagle Investment Management LLC, Marshall Wace LLP, Polen Capital Management LLC, Wellington Management Group LLP
Only OPCH (5)
Durable Capital Partners LP, GAMCO Investors Inc, Holocene Advisors LP, MFS Investment Management, Point72 Asset Management LP
Only UNH (33)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, 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, and 8 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.