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
- 15
- Reported value
- $2.3bn
- Buyers
- 19
- Sellers
- 17
Breadth +2 among 91 comparable managers.
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $38.0bn
- Buyers
- 30
- Sellers
- 24
Breadth +6 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
AllianceBernstein LP, Baillie Gifford & Co, Caxton Associates LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Invesco Ltd, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC
Only GH (4)
ARK Investment Management LLC, Artisan Partners LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC
Only UNH (33)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, and 8 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.