Holders over time
- UHS
- CI
| Quarter | UHS | CI |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 34 holders, $18.1bn |
| Q4 2020 | 17 holders, $2.5bn | 22 holders, $21.9bn |
| Q1 2021 | 16 holders, $2.4bn | 24 holders, $23.9bn |
| Q2 2021 | 15 holders, $2.6bn | 31 holders, $22.5bn |
| Q3 2021 | 14 holders, $2.5bn | 30 holders, $17.8bn |
| Q4 2021 | 14 holders, $2.4bn | 26 holders, $20.1bn |
| Q1 2022 | 13 holders, $2.6bn | 28 holders, $20.4bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $22.1bn |
| Q3 2022 | 14 holders, $1.6bn | 31 holders, $21.5bn |
| Q4 2022 | 15 holders, $3.1bn | 30 holders, $24.7bn |
| Q1 2023 | 16 holders, $2.5bn | 35 holders, $18.2bn |
| Q2 2023 | 20 holders, $3.0bn | 30 holders, $19.8bn |
| Q3 2023 | 17 holders, $2.4bn | 28 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 31 holders, $20.6bn |
| Q1 2024 | 16 holders, $3.5bn | 28 holders, $24.0bn |
| Q2 2024 | 15 holders, $3.0bn | 28 holders, $19.5bn |
| Q3 2024 | 19 holders, $3.5bn | 25 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 23 holders, $15.2bn |
| Q1 2025 | 18 holders, $2.1bn | 24 holders, $18.4bn |
| Q2 2025 | 15 holders, $1.9bn | 34 holders, $19.5bn |
| Q3 2025 | 13 holders, $2.0bn | 28 holders, $16.2bn |
| Q4 2025 | 11 holders, $1.8bn | 21 holders, $14.6bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.5bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $13.0bn |
Universal HLTH SVCS Inc
- Holders
- 18
- Reported value
- $2.1bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 among 95 comparable managers.
The Cigna Group
- Holders
- 24
- Reported value
- $18.4bn
- Buyers
- 15
- Sellers
- 10
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (8)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Glenview Capital Management LLC, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, Winton Group Ltd
Only UHS (10)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only CI (16)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
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.