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
- 22
- Reported value
- $5.6bn
- Buyers
- 14
- Sellers
- 25
Breadth -11 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 (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only THC (8)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Lone Pine Capital LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only UNH (27)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Freestone Grove Partners 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, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Tudor Investment Corp, and 2 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.