Holders over time
- ENSG
- UNH
| Quarter | ENSG | UNH |
|---|---|---|
| Q3 2020 | 2 holders, $3.8m | 37 holders, $71.0bn |
| Q4 2020 | 3 holders, $38m | 36 holders, $79.4bn |
| Q1 2021 | 1 holders, $31m | 37 holders, $81.7bn |
| Q2 2021 | none listed holders, n.a. | 43 holders, $86.1bn |
| Q3 2021 | 1 holders, $2.3m | 38 holders, $81.3bn |
| Q4 2021 | 1 holders, $4.8m | 38 holders, $104bn |
| Q1 2022 | 1 holders, $6.8m | 41 holders, $105bn |
| Q2 2022 | 3 holders, $12m | 33 holders, $107bn |
| Q3 2022 | 3 holders, $8.9m | 42 holders, $102bn |
| Q4 2022 | 3 holders, $55m | 43 holders, $116bn |
| Q1 2023 | 3 holders, $141m | 51 holders, $90.5bn |
| Q2 2023 | 4 holders, $182m | 43 holders, $88.3bn |
| Q3 2023 | 4 holders, $228m | 43 holders, $91.0bn |
| Q4 2023 | 3 holders, $301m | 42 holders, $92.5bn |
| Q1 2024 | 4 holders, $325m | 44 holders, $82.5bn |
| Q2 2024 | 4 holders, $320m | 43 holders, $87.4bn |
| Q3 2024 | 8 holders, $518m | 37 holders, $95.7bn |
| Q4 2024 | 7 holders, $470m | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $463m | 49 holders, $81.5bn |
| Q2 2025 | 7 holders, $696m | 50 holders, $44.5bn |
| Q3 2025 | 7 holders, $1.2bn | 42 holders, $44.3bn |
| Q4 2025 | 8 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 8 holders, $1.8bn | 44 holders, $38.0bn |
| Q2 2026 | 8 holders, $1.4bn | 43 holders, $62.3bn |
Ensign Group Inc
- Holders
- 7
- Reported value
- $470m
- Buyers
- 4
- Sellers
- 4
Breadth 0 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 (6)
Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, First Eagle Investment Management LLC, Winton Group Ltd
Only ENSG (1)
Only UNH (39)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors 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, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 14 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.