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ENSG · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ENSG
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterENSGUNH
Q3 20202 holders, $3.8m37 holders, $71.0bn
Q4 20203 holders, $38m36 holders, $79.4bn
Q1 20211 holders, $31m37 holders, $81.7bn
Q2 2021none listed holders, n.a.43 holders, $86.1bn
Q3 20211 holders, $2.3m38 holders, $81.3bn
Q4 20211 holders, $4.8m38 holders, $104bn
Q1 20221 holders, $6.8m41 holders, $105bn
Q2 20223 holders, $12m33 holders, $107bn
Q3 20223 holders, $8.9m42 holders, $102bn
Q4 20223 holders, $55m43 holders, $116bn
Q1 20233 holders, $141m51 holders, $90.5bn
Q2 20234 holders, $182m43 holders, $88.3bn
Q3 20234 holders, $228m43 holders, $91.0bn
Q4 20233 holders, $301m42 holders, $92.5bn
Q1 20244 holders, $325m44 holders, $82.5bn
Q2 20244 holders, $320m43 holders, $87.4bn
Q3 20248 holders, $518m37 holders, $95.7bn
Q4 20247 holders, $470m45 holders, $79.2bn
Q1 20259 holders, $463m49 holders, $81.5bn
Q2 20257 holders, $696m50 holders, $44.5bn
Q3 20257 holders, $1.2bn42 holders, $44.3bn
Q4 20258 holders, $1.5bn41 holders, $42.6bn
Q1 20268 holders, $1.8bn44 holders, $38.0bn
Q2 20268 holders, $1.4bn43 holders, $62.3bn
ENSG

Ensign Group Inc

Holders
9
Reported value
$463m
Buyers
4
Sellers
4

Breadth 0 among 95 comparable managers.

UNH

Unitedhealth Group Inc

Holders
49
Reported value
$81.5bn
Buyers
26
Sellers
25

Breadth +1 among 95 comparable managers.

Who holds both, Q1 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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