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
- 15
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 among 95 comparable managers.
The Cigna Group
- Holders
- 34
- Reported value
- $19.5bn
- Buyers
- 24
- Sellers
- 10
Breadth +14 among 95 comparable managers.
Who holds both, Q2 2025
Both (11)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Winton Group Ltd, Woodline Partners LP
Only UHS (4)
First Eagle Investment Management LLC, Holocene Advisors LP, Point72 Asset Management LP, Voloridge Investment Management LLC
Only CI (23)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Greenlight Capital, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments 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.