Holders over time
- UHS
- CI
| Quarter | UHS | CI |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 34 holders, $18.1bn |
| Q4 2020 | 17 holders, $2.5bn | 22 holders, $21.9bn |
| Q1 2021 | 16 holders, $2.4bn | 24 holders, $23.9bn |
| Q2 2021 | 15 holders, $2.6bn | 31 holders, $22.5bn |
| Q3 2021 | 14 holders, $2.5bn | 30 holders, $17.8bn |
| Q4 2021 | 14 holders, $2.4bn | 26 holders, $20.1bn |
| Q1 2022 | 13 holders, $2.6bn | 28 holders, $20.4bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $22.1bn |
| Q3 2022 | 14 holders, $1.6bn | 31 holders, $21.5bn |
| Q4 2022 | 15 holders, $3.1bn | 30 holders, $24.7bn |
| Q1 2023 | 16 holders, $2.5bn | 35 holders, $18.2bn |
| Q2 2023 | 20 holders, $3.0bn | 30 holders, $19.8bn |
| Q3 2023 | 17 holders, $2.4bn | 28 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 31 holders, $20.6bn |
| Q1 2024 | 16 holders, $3.5bn | 28 holders, $24.0bn |
| Q2 2024 | 15 holders, $3.0bn | 28 holders, $19.5bn |
| Q3 2024 | 19 holders, $3.5bn | 25 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 23 holders, $15.2bn |
| Q1 2025 | 18 holders, $2.1bn | 24 holders, $18.4bn |
| Q2 2025 | 15 holders, $1.9bn | 34 holders, $19.5bn |
| Q3 2025 | 13 holders, $2.0bn | 28 holders, $16.2bn |
| Q4 2025 | 11 holders, $1.8bn | 21 holders, $14.6bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.5bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $13.0bn |
Universal HLTH SVCS Inc
- Holders
- 17
- Reported value
- $2.1bn
- Buyers
- 9
- Sellers
- 8
Breadth +1 among 94 comparable managers.
The Cigna Group
- Holders
- 23
- Reported value
- $15.2bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (9)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Glenview Capital Management LLC, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC
Only UHS (8)
Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Millennium Management LLC, Winton Group Ltd, Woodline Partners LP
Only CI (14)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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.