Holders over time
- EHC
- UNH
| Quarter | EHC | UNH |
|---|---|---|
| Q3 2020 | 10 holders, $1.3bn | 37 holders, $71.0bn |
| Q4 2020 | 11 holders, $1.6bn | 36 holders, $79.4bn |
| Q1 2021 | 13 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 16 holders, $1.2bn | 43 holders, $86.1bn |
| Q3 2021 | 18 holders, $1.3bn | 38 holders, $81.3bn |
| Q4 2021 | 13 holders, $1.2bn | 38 holders, $104bn |
| Q1 2022 | 12 holders, $1.4bn | 41 holders, $105bn |
| Q2 2022 | 12 holders, $1.2bn | 33 holders, $107bn |
| Q3 2022 | 13 holders, $914m | 42 holders, $102bn |
| Q4 2022 | 11 holders, $1.0bn | 43 holders, $116bn |
| Q1 2023 | 8 holders, $811m | 51 holders, $90.5bn |
| Q2 2023 | 14 holders, $1.4bn | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $1.3bn | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $1.3bn | 42 holders, $92.5bn |
| Q1 2024 | 14 holders, $1.7bn | 44 holders, $82.5bn |
| Q2 2024 | 10 holders, $1.5bn | 43 holders, $87.4bn |
| Q3 2024 | 14 holders, $1.8bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $1.8bn | 45 holders, $79.2bn |
| Q1 2025 | 11 holders, $1.8bn | 49 holders, $81.5bn |
| Q2 2025 | 16 holders, $2.1bn | 50 holders, $44.5bn |
| Q3 2025 | 21 holders, $2.6bn | 42 holders, $44.3bn |
| Q4 2025 | 17 holders, $2.4bn | 41 holders, $42.6bn |
| Q1 2026 | 17 holders, $2.0bn | 44 holders, $38.0bn |
| Q2 2026 | 13 holders, $2.0bn | 43 holders, $62.3bn |
Encompass Health Corp
- Holders
- 11
- Reported value
- $1.8bn
- Buyers
- 5
- Sellers
- 6
Breadth -1 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 (11)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EHC (0)
None.
Only UNH (38)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 13 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.