Holders over time
- DGX
- UNH
| Quarter | DGX | UNH |
|---|---|---|
| Q3 2020 | 18 holders, $1.0bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 19 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $975m | 43 holders, $86.1bn |
| Q3 2021 | 17 holders, $1.1bn | 38 holders, $81.3bn |
| Q4 2021 | 17 holders, $1.5bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $812m | 41 holders, $105bn |
| Q2 2022 | 16 holders, $813m | 33 holders, $107bn |
| Q3 2022 | 16 holders, $910m | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $989m | 51 holders, $90.5bn |
| Q2 2023 | 16 holders, $1.3bn | 43 holders, $88.3bn |
| Q3 2023 | 15 holders, $1.1bn | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $1.2bn | 42 holders, $92.5bn |
| Q1 2024 | 10 holders, $777m | 44 holders, $82.5bn |
| Q2 2024 | 13 holders, $1.2bn | 43 holders, $87.4bn |
| Q3 2024 | 11 holders, $1.7bn | 37 holders, $95.7bn |
| Q4 2024 | 9 holders, $1.6bn | 45 holders, $79.2bn |
| Q1 2025 | 10 holders, $1.8bn | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $2.4bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.5bn | 42 holders, $44.3bn |
| Q4 2025 | 10 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $1.6bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.6bn | 43 holders, $62.3bn |
Quest Diagnostics Inc
- Holders
- 10
- Reported value
- $1.8bn
- Buyers
- 7
- Sellers
- 3
Breadth +4 among 95 comparable managers.
Unitedhealth Group Inc
- Holders
- 49
- Reported value
- $81.5bn
- Buyers
- 26
- Sellers
- 25
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (9)
AllianceBernstein LP, Balyasny Asset Management LLC, Caxton Associates LLP, First Eagle Investment Management LLC, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only DGX (1)
Only UNH (40)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 15 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.