Holders over time
- HCA
- UNH
| Quarter | HCA | UNH |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $12.3bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $13.3bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $13.9bn | 43 holders, $86.1bn |
| Q3 2021 | 28 holders, $15.8bn | 38 holders, $81.3bn |
| Q4 2021 | 25 holders, $16.0bn | 38 holders, $104bn |
| Q1 2022 | 22 holders, $13.8bn | 41 holders, $105bn |
| Q2 2022 | 28 holders, $7.8bn | 33 holders, $107bn |
| Q3 2022 | 24 holders, $8.4bn | 42 holders, $102bn |
| Q4 2022 | 20 holders, $10.5bn | 43 holders, $116bn |
| Q1 2023 | 25 holders, $11.0bn | 51 holders, $90.5bn |
| Q2 2023 | 26 holders, $11.3bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $8.1bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $9.0bn | 42 holders, $92.5bn |
| Q1 2024 | 25 holders, $10.6bn | 44 holders, $82.5bn |
| Q2 2024 | 23 holders, $9.8bn | 43 holders, $87.4bn |
| Q3 2024 | 25 holders, $11.5bn | 37 holders, $95.7bn |
| Q4 2024 | 28 holders, $8.1bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $8.7bn | 49 holders, $81.5bn |
| Q2 2025 | 20 holders, $9.4bn | 50 holders, $44.5bn |
| Q3 2025 | 20 holders, $9.9bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $11.4bn | 41 holders, $42.6bn |
| Q1 2026 | 23 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $7.1bn | 43 holders, $62.3bn |
Hca Healthcare Inc
- Holders
- 28
- Reported value
- $8.1bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 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 (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HCA (6)
Bridgewater Associates LP, Caxton Associates LLP, GAMCO Investors Inc, Quantbot Technologies LP, Scion Asset Management LLC, Two Sigma Investments LP
Only UNH (23)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Winton Group Ltd, Woodline Partners LP
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.