Holders over time
- ACHC
- UNH
| Quarter | ACHC | UNH |
|---|---|---|
| Q3 2020 | 5 holders, $709m | 37 holders, $71.0bn |
| Q4 2020 | 9 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 8 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 8 holders, $1.3bn | 43 holders, $86.1bn |
| Q3 2021 | 10 holders, $1.4bn | 38 holders, $81.3bn |
| Q4 2021 | 8 holders, $1.4bn | 38 holders, $104bn |
| Q1 2022 | 10 holders, $1.4bn | 41 holders, $105bn |
| Q2 2022 | 13 holders, $1.8bn | 33 holders, $107bn |
| Q3 2022 | 10 holders, $1.2bn | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.4bn | 43 holders, $116bn |
| Q1 2023 | 13 holders, $1.7bn | 51 holders, $90.5bn |
| Q2 2023 | 12 holders, $1.9bn | 43 holders, $88.3bn |
| Q3 2023 | 12 holders, $1.6bn | 43 holders, $91.0bn |
| Q4 2023 | 12 holders, $1.4bn | 42 holders, $92.5bn |
| Q1 2024 | 13 holders, $1.5bn | 44 holders, $82.5bn |
| Q2 2024 | 9 holders, $1.5bn | 43 holders, $87.4bn |
| Q3 2024 | 10 holders, $1.6bn | 37 holders, $95.7bn |
| Q4 2024 | 13 holders, $811m | 45 holders, $79.2bn |
| Q1 2025 | 10 holders, $591m | 49 holders, $81.5bn |
| Q2 2025 | 8 holders, $398m | 50 holders, $44.5bn |
| Q3 2025 | 6 holders, $482m | 42 holders, $44.3bn |
| Q4 2025 | 6 holders, $270m | 41 holders, $42.6bn |
| Q1 2026 | 10 holders, $462m | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $518m | 43 holders, $62.3bn |
Acadia Healthcare Company In
- Holders
- 13
- Reported value
- $811m
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 94 comparable managers.
Unitedhealth Group Inc
- Holders
- 45
- Reported value
- $79.2bn
- Buyers
- 27
- Sellers
- 19
Breadth +8 among 94 comparable managers.
Who holds both, Q4 2024
Both (9)
Balyasny Asset Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only ACHC (4)
Greenlight Capital, Maverick Capital Ltd, Sachem Head Capital Management LP, Walleye Capital LLC
Only UNH (36)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, and 11 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.