Holders over time
- UHS
- UNH
| Quarter | UHS | UNH |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $2.5bn | 36 holders, $79.4bn |
| Q1 2021 | 16 holders, $2.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $2.6bn | 43 holders, $86.1bn |
| Q3 2021 | 14 holders, $2.5bn | 38 holders, $81.3bn |
| Q4 2021 | 14 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 13 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.9bn | 33 holders, $107bn |
| Q3 2022 | 14 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 15 holders, $3.1bn | 43 holders, $116bn |
| Q1 2023 | 16 holders, $2.5bn | 51 holders, $90.5bn |
| Q2 2023 | 20 holders, $3.0bn | 43 holders, $88.3bn |
| Q3 2023 | 17 holders, $2.4bn | 43 holders, $91.0bn |
| Q4 2023 | 17 holders, $3.2bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $3.5bn | 44 holders, $82.5bn |
| Q2 2024 | 15 holders, $3.0bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $3.5bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $2.1bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $2.1bn | 49 holders, $81.5bn |
| Q2 2025 | 15 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.0bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $1.8bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.5bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.1bn | 43 holders, $62.3bn |
Universal HLTH SVCS Inc
- Holders
- 18
- Reported value
- $2.1bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 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 (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only UNH (34)
AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 9 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.