Holders over time
- GH
- UNH
| Quarter | GH | UNH |
|---|---|---|
| Q3 2020 | 14 holders, $1.2bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $1.5bn | 36 holders, $79.4bn |
| Q1 2021 | 15 holders, $2.6bn | 37 holders, $81.7bn |
| Q2 2021 | 18 holders, $2.3bn | 43 holders, $86.1bn |
| Q3 2021 | 11 holders, $3.1bn | 38 holders, $81.3bn |
| Q4 2021 | 12 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 9 holders, $1.5bn | 41 holders, $105bn |
| Q2 2022 | 8 holders, $950m | 33 holders, $107bn |
| Q3 2022 | 9 holders, $1.3bn | 42 holders, $102bn |
| Q4 2022 | 11 holders, $731m | 43 holders, $116bn |
| Q1 2023 | 11 holders, $267m | 51 holders, $90.5bn |
| Q2 2023 | 14 holders, $752m | 43 holders, $88.3bn |
| Q3 2023 | 10 holders, $399m | 43 holders, $91.0bn |
| Q4 2023 | 9 holders, $433m | 42 holders, $92.5bn |
| Q1 2024 | 9 holders, $234m | 44 holders, $82.5bn |
| Q2 2024 | 9 holders, $323m | 43 holders, $87.4bn |
| Q3 2024 | 9 holders, $513m | 37 holders, $95.7bn |
| Q4 2024 | 11 holders, $599m | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $730m | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $843m | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $1.5bn | 42 holders, $44.3bn |
| Q4 2025 | 17 holders, $2.7bn | 41 holders, $42.6bn |
| Q1 2026 | 15 holders, $2.3bn | 44 holders, $38.0bn |
| Q2 2026 | 21 holders, $4.8bn | 43 holders, $62.3bn |
Guardant Health Inc
- Holders
- 17
- Reported value
- $2.7bn
- Buyers
- 23
- Sellers
- 13
Breadth +10 among 92 comparable managers.
Unitedhealth Group Inc
- Holders
- 41
- Reported value
- $42.6bn
- Buyers
- 25
- Sellers
- 26
Breadth -1 among 92 comparable managers.
Who holds both, Q4 2025
Both (11)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Farallon Capital Management LLC, Invesco Ltd, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only GH (6)
ARK Investment Management LLC, Artisan Partners LP, Man Group PLC, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only UNH (30)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, and 5 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.