Holders over time
- PGNY
- UNH
| Quarter | PGNY | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | 3 holders, $21m | 36 holders, $79.4bn |
| Q1 2021 | 5 holders, $15m | 37 holders, $81.7bn |
| Q2 2021 | 8 holders, $74m | 43 holders, $86.1bn |
| Q3 2021 | 5 holders, $35m | 38 holders, $81.3bn |
| Q4 2021 | 4 holders, $21m | 38 holders, $104bn |
| Q1 2022 | 3 holders, $89m | 41 holders, $105bn |
| Q2 2022 | 2 holders, $57m | 33 holders, $107bn |
| Q3 2022 | 5 holders, $75m | 42 holders, $102bn |
| Q4 2022 | 3 holders, $61m | 43 holders, $116bn |
| Q1 2023 | 6 holders, $101m | 51 holders, $90.5bn |
| Q2 2023 | 6 holders, $121m | 43 holders, $88.3bn |
| Q3 2023 | 9 holders, $122m | 43 holders, $91.0bn |
| Q4 2023 | 5 holders, $76m | 42 holders, $92.5bn |
| Q1 2024 | 5 holders, $101m | 44 holders, $82.5bn |
| Q2 2024 | 6 holders, $98m | 43 holders, $87.4bn |
| Q3 2024 | 5 holders, $39m | 37 holders, $95.7bn |
| Q4 2024 | 9 holders, $58m | 45 holders, $79.2bn |
| Q1 2025 | 12 holders, $119m | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $98m | 50 holders, $44.5bn |
| Q3 2025 | 7 holders, $61m | 42 holders, $44.3bn |
| Q4 2025 | 6 holders, $53m | 41 holders, $42.6bn |
| Q1 2026 | 3 holders, $24m | 44 holders, $38.0bn |
| Q2 2026 | 4 holders, $53m | 43 holders, $62.3bn |
Progyny Inc
- Holders
- 12
- Reported value
- $119m
- Buyers
- 8
- Sellers
- 4
Breadth +4 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)
Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Marshall Wace LLP, Polen Capital Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only PGNY (1)
Only UNH (38)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, 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.