Holders over time
- HCA
- UNH
| Quarter | HCA | UNH |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $12.3bn | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $13.3bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $13.9bn | 43 holders, $86.1bn |
| Q3 2021 | 28 holders, $15.8bn | 38 holders, $81.3bn |
| Q4 2021 | 25 holders, $16.0bn | 38 holders, $104bn |
| Q1 2022 | 22 holders, $13.8bn | 41 holders, $105bn |
| Q2 2022 | 28 holders, $7.8bn | 33 holders, $107bn |
| Q3 2022 | 24 holders, $8.4bn | 42 holders, $102bn |
| Q4 2022 | 20 holders, $10.5bn | 43 holders, $116bn |
| Q1 2023 | 25 holders, $11.0bn | 51 holders, $90.5bn |
| Q2 2023 | 26 holders, $11.3bn | 43 holders, $88.3bn |
| Q3 2023 | 27 holders, $8.1bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $9.0bn | 42 holders, $92.5bn |
| Q1 2024 | 25 holders, $10.6bn | 44 holders, $82.5bn |
| Q2 2024 | 23 holders, $9.8bn | 43 holders, $87.4bn |
| Q3 2024 | 25 holders, $11.5bn | 37 holders, $95.7bn |
| Q4 2024 | 28 holders, $8.1bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $8.7bn | 49 holders, $81.5bn |
| Q2 2025 | 20 holders, $9.4bn | 50 holders, $44.5bn |
| Q3 2025 | 20 holders, $9.9bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $11.4bn | 41 holders, $42.6bn |
| Q1 2026 | 23 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $7.1bn | 43 holders, $62.3bn |
Hca Healthcare Inc
- Holders
- 20
- Reported value
- $8.7bn
- Buyers
- 9
- Sellers
- 16
Breadth -7 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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital World Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only HCA (3)
Bridgewater Associates LP, GAMCO Investors Inc, Harris Associates LP
Only UNH (32)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 7 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.