Holders over time
- UHS
- ELV
| Quarter | UHS | ELV |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 30 holders, $15.0bn |
| Q4 2020 | 17 holders, $2.5bn | 29 holders, $16.7bn |
| Q1 2021 | 16 holders, $2.4bn | 25 holders, $18.6bn |
| Q2 2021 | 15 holders, $2.6bn | 30 holders, $19.4bn |
| Q3 2021 | 14 holders, $2.5bn | 26 holders, $18.5bn |
| Q4 2021 | 14 holders, $2.4bn | 29 holders, $23.3bn |
| Q1 2022 | 13 holders, $2.6bn | 31 holders, $23.9bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $23.3bn |
| Q3 2022 | 14 holders, $1.6bn | 34 holders, $22.6bn |
| Q4 2022 | 15 holders, $3.1bn | 34 holders, $25.5bn |
| Q1 2023 | 16 holders, $2.5bn | 39 holders, $22.5bn |
| Q2 2023 | 20 holders, $3.0bn | 38 holders, $20.6bn |
| Q3 2023 | 17 holders, $2.4bn | 34 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 36 holders, $20.3bn |
| Q1 2024 | 16 holders, $3.5bn | 35 holders, $21.3bn |
| Q2 2024 | 15 holders, $3.0bn | 33 holders, $22.1bn |
| Q3 2024 | 19 holders, $3.5bn | 30 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 32 holders, $15.9bn |
| Q1 2025 | 18 holders, $2.1bn | 28 holders, $17.1bn |
| Q2 2025 | 15 holders, $1.9bn | 27 holders, $14.8bn |
| Q3 2025 | 13 holders, $2.0bn | 27 holders, $12.7bn |
| Q4 2025 | 11 holders, $1.8bn | 25 holders, $17.0bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.6bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $17.7bn |
Universal HLTH SVCS Inc
- Holders
- 18
- Reported value
- $2.1bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 28
- Reported value
- $17.1bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 95 comparable managers.
Who holds both, Q1 2025
Both (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Squarepoint Ops LLC, Winton Group Ltd
Only UHS (8)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, Glenview Capital Management LLC, Marshall Wace LLP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only ELV (18)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.