Holders over time
- THC
- UNH
| Quarter | THC | UNH |
|---|---|---|
| Q3 2020 | 4 holders, $722m | 37 holders, $71.0bn |
| Q4 2020 | 9 holders, $1.2bn | 36 holders, $79.4bn |
| Q1 2021 | 9 holders, $1.3bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $1.6bn | 43 holders, $86.1bn |
| Q3 2021 | 12 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 11 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 15 holders, $2.7bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.7bn | 33 holders, $107bn |
| Q3 2022 | 11 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $1.1bn | 51 holders, $90.5bn |
| Q2 2023 | 24 holders, $1.7bn | 43 holders, $88.3bn |
| Q3 2023 | 23 holders, $1.7bn | 43 holders, $91.0bn |
| Q4 2023 | 18 holders, $2.0bn | 42 holders, $92.5bn |
| Q1 2024 | 19 holders, $3.1bn | 44 holders, $82.5bn |
| Q2 2024 | 25 holders, $4.2bn | 43 holders, $87.4bn |
| Q3 2024 | 26 holders, $5.2bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $3.6bn | 45 holders, $79.2bn |
| Q1 2025 | 20 holders, $4.2bn | 49 holders, $81.5bn |
| Q2 2025 | 25 holders, $5.3bn | 50 holders, $44.5bn |
| Q3 2025 | 25 holders, $5.6bn | 42 holders, $44.3bn |
| Q4 2025 | 22 holders, $5.6bn | 41 holders, $42.6bn |
| Q1 2026 | 22 holders, $5.2bn | 44 holders, $38.0bn |
| Q2 2026 | 15 holders, $3.8bn | 43 holders, $62.3bn |
Tenet Healthcare Corp
- Holders
- 25
- Reported value
- $5.3bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 95 comparable managers.
Unitedhealth Group Inc
- Holders
- 50
- Reported value
- $44.5bn
- Buyers
- 30
- Sellers
- 22
Breadth +8 among 95 comparable managers.
Who holds both, Q2 2025
Both (18)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
Only THC (7)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Schonfeld Strategic Advisors LLC
Only UNH (32)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Scion Asset Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, and 7 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.