Holders over time
- OPCH
- UNH
| Quarter | OPCH | UNH |
|---|---|---|
| Q3 2020 | 1 holders, $9.8m | 37 holders, $71.0bn |
| Q4 2020 | 6 holders, $28m | 36 holders, $79.4bn |
| Q1 2021 | 5 holders, $26m | 37 holders, $81.7bn |
| Q2 2021 | 4 holders, $38m | 43 holders, $86.1bn |
| Q3 2021 | 7 holders, $302m | 38 holders, $81.3bn |
| Q4 2021 | 7 holders, $897m | 38 holders, $104bn |
| Q1 2022 | 10 holders, $967m | 41 holders, $105bn |
| Q2 2022 | 8 holders, $996m | 33 holders, $107bn |
| Q3 2022 | 9 holders, $782m | 42 holders, $102bn |
| Q4 2022 | 7 holders, $658m | 43 holders, $116bn |
| Q1 2023 | 11 holders, $984m | 51 holders, $90.5bn |
| Q2 2023 | 14 holders, $719m | 43 holders, $88.3bn |
| Q3 2023 | 13 holders, $694m | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $562m | 42 holders, $92.5bn |
| Q1 2024 | 8 holders, $503m | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $419m | 43 holders, $87.4bn |
| Q3 2024 | 9 holders, $608m | 37 holders, $95.7bn |
| Q4 2024 | 8 holders, $557m | 45 holders, $79.2bn |
| Q1 2025 | 11 holders, $914m | 49 holders, $81.5bn |
| Q2 2025 | 9 holders, $936m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $748m | 42 holders, $44.3bn |
| Q4 2025 | 5 holders, $844m | 41 holders, $42.6bn |
| Q1 2026 | 6 holders, $724m | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $519m | 43 holders, $62.3bn |
Option Care Health Inc
- Holders
- 11
- Reported value
- $914m
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (7)
Arrowstreet Capital LP, Freestone Grove Partners LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd
Only OPCH (4)
Durable Capital Partners LP, GAMCO Investors Inc, MFS Investment Management, Renaissance Technologies LLC
Only UNH (42)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 17 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.