Holders over time
- UHS
- UNH
| Quarter | UHS | UNH |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $2.5bn | 36 holders, $79.4bn |
| Q1 2021 | 16 holders, $2.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $2.6bn | 43 holders, $86.1bn |
| Q3 2021 | 14 holders, $2.5bn | 38 holders, $81.3bn |
| Q4 2021 | 14 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 13 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.9bn | 33 holders, $107bn |
| Q3 2022 | 14 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 15 holders, $3.1bn | 43 holders, $116bn |
| Q1 2023 | 16 holders, $2.5bn | 51 holders, $90.5bn |
| Q2 2023 | 20 holders, $3.0bn | 43 holders, $88.3bn |
| Q3 2023 | 17 holders, $2.4bn | 43 holders, $91.0bn |
| Q4 2023 | 17 holders, $3.2bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $3.5bn | 44 holders, $82.5bn |
| Q2 2024 | 15 holders, $3.0bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $3.5bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $2.1bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $2.1bn | 49 holders, $81.5bn |
| Q2 2025 | 15 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.0bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $1.8bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.5bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.1bn | 43 holders, $62.3bn |
Universal HLTH SVCS Inc
- Holders
- 19
- Reported value
- $3.5bn
- Buyers
- 13
- Sellers
- 6
Breadth +7 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 (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Marshall Wace LLP, Millennium Management LLC
Only UHS (9)
Bridgewater Associates LP, Citadel Advisors LLC, Glenview Capital Management LLC, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Winton Group Ltd, Woodline Partners LP
Only UNH (27)
AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 2 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.