Holders over time
- MCK
- UNH
| Quarter | MCK | UNH |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $3.2bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $3.7bn | 37 holders, $81.7bn |
| Q2 2021 | 20 holders, $3.9bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $3.6bn | 38 holders, $81.3bn |
| Q4 2021 | 21 holders, $4.6bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $6.4bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $7.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $8.1bn | 42 holders, $102bn |
| Q4 2022 | 25 holders, $8.8bn | 43 holders, $116bn |
| Q1 2023 | 27 holders, $9.1bn | 51 holders, $90.5bn |
| Q2 2023 | 31 holders, $9.4bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $9.3bn | 43 holders, $91.0bn |
| Q4 2023 | 31 holders, $9.7bn | 42 holders, $92.5bn |
| Q1 2024 | 31 holders, $10.0bn | 44 holders, $82.5bn |
| Q2 2024 | 28 holders, $10.3bn | 43 holders, $87.4bn |
| Q3 2024 | 24 holders, $7.6bn | 37 holders, $95.7bn |
| Q4 2024 | 30 holders, $9.5bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $10.7bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $12.0bn | 50 holders, $44.5bn |
| Q3 2025 | 24 holders, $12.8bn | 42 holders, $44.3bn |
| Q4 2025 | 23 holders, $13.4bn | 41 holders, $42.6bn |
| Q1 2026 | 21 holders, $13.7bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.8bn | 43 holders, $62.3bn |
Mckesson Corp
- Holders
- 30
- Reported value
- $9.5bn
- Buyers
- 19
- Sellers
- 11
Breadth +8 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 (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only MCK (9)
Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Glenview Capital Management LLC, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP
Only UNH (24)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, Wellington Management Group LLP, 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.