Holders over time
- UNH
- ELV
| Quarter | UNH | ELV |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $15.0bn |
| Q4 2020 | 36 holders, $79.4bn | 29 holders, $16.7bn |
| Q1 2021 | 37 holders, $81.7bn | 25 holders, $18.6bn |
| Q2 2021 | 43 holders, $86.1bn | 30 holders, $19.4bn |
| Q3 2021 | 38 holders, $81.3bn | 26 holders, $18.5bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $23.3bn |
| Q1 2022 | 41 holders, $105bn | 31 holders, $23.9bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $23.3bn |
| Q3 2022 | 42 holders, $102bn | 34 holders, $22.6bn |
| Q4 2022 | 43 holders, $116bn | 34 holders, $25.5bn |
| Q1 2023 | 51 holders, $90.5bn | 39 holders, $22.5bn |
| Q2 2023 | 43 holders, $88.3bn | 38 holders, $20.6bn |
| Q3 2023 | 43 holders, $91.0bn | 34 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 36 holders, $20.3bn |
| Q1 2024 | 44 holders, $82.5bn | 35 holders, $21.3bn |
| Q2 2024 | 43 holders, $87.4bn | 33 holders, $22.1bn |
| Q3 2024 | 37 holders, $95.7bn | 30 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 32 holders, $15.9bn |
| Q1 2025 | 49 holders, $81.5bn | 28 holders, $17.1bn |
| Q2 2025 | 50 holders, $44.5bn | 27 holders, $14.8bn |
| Q3 2025 | 42 holders, $44.3bn | 27 holders, $12.7bn |
| Q4 2025 | 41 holders, $42.6bn | 25 holders, $17.0bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.6bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $17.7bn |
Unitedhealth Group Inc
- Holders
- 45
- Reported value
- $79.2bn
- Buyers
- 27
- Sellers
- 19
Breadth +8 among 94 comparable managers.
Elevance Health Inc Formerly
- Holders
- 32
- Reported value
- $15.9bn
- Buyers
- 20
- Sellers
- 12
Breadth +8 among 94 comparable managers.
Who holds both, Q4 2024
Both (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only UNH (20)
Acadian Asset Management LLC, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, 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.