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
- $5.2bn
- Buyers
- 19
- Sellers
- 19
Breadth 0 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only THC (7)
Bridgewater Associates LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Lone Pine Capital LLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only UNH (29)
Acadian Asset Management LLC, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, 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, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, and 4 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.