Holders over time
- MOH
- UNH
| Quarter | MOH | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $3.9bn | 37 holders, $71.0bn |
| Q4 2020 | 12 holders, $4.3bn | 36 holders, $79.4bn |
| Q1 2021 | 11 holders, $4.6bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $4.8bn | 43 holders, $86.1bn |
| Q3 2021 | 13 holders, $5.4bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $5.9bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $6.6bn | 41 holders, $105bn |
| Q2 2022 | 18 holders, $5.5bn | 33 holders, $107bn |
| Q3 2022 | 19 holders, $6.1bn | 42 holders, $102bn |
| Q4 2022 | 21 holders, $6.3bn | 43 holders, $116bn |
| Q1 2023 | 23 holders, $5.3bn | 51 holders, $90.5bn |
| Q2 2023 | 19 holders, $5.9bn | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $7.1bn | 43 holders, $91.0bn |
| Q4 2023 | 16 holders, $7.9bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $8.6bn | 44 holders, $82.5bn |
| Q2 2024 | 22 holders, $6.2bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $7.0bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $5.8bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $7.2bn | 49 holders, $81.5bn |
| Q2 2025 | 19 holders, $6.1bn | 50 holders, $44.5bn |
| Q3 2025 | 16 holders, $3.3bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $2.3bn | 41 holders, $42.6bn |
| Q1 2026 | 13 holders, $1.7bn | 44 holders, $38.0bn |
| Q2 2026 | 13 holders, $3.1bn | 43 holders, $62.3bn |
Molina Healthcare Inc
- Holders
- 18
- Reported value
- $7.2bn
- Buyers
- 6
- Sellers
- 12
Breadth -6 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 (12)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MOH (6)
Bridgewater Associates LP, Durable Capital Partners LP, Harris Associates LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only UNH (37)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 12 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.