Holders over time
- UHS
- ELV
| Quarter | UHS | ELV |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 30 holders, $15.0bn |
| Q4 2020 | 17 holders, $2.5bn | 29 holders, $16.7bn |
| Q1 2021 | 16 holders, $2.4bn | 25 holders, $18.6bn |
| Q2 2021 | 15 holders, $2.6bn | 30 holders, $19.4bn |
| Q3 2021 | 14 holders, $2.5bn | 26 holders, $18.5bn |
| Q4 2021 | 14 holders, $2.4bn | 29 holders, $23.3bn |
| Q1 2022 | 13 holders, $2.6bn | 31 holders, $23.9bn |
| Q2 2022 | 14 holders, $1.9bn | 32 holders, $23.3bn |
| Q3 2022 | 14 holders, $1.6bn | 34 holders, $22.6bn |
| Q4 2022 | 15 holders, $3.1bn | 34 holders, $25.5bn |
| Q1 2023 | 16 holders, $2.5bn | 39 holders, $22.5bn |
| Q2 2023 | 20 holders, $3.0bn | 38 holders, $20.6bn |
| Q3 2023 | 17 holders, $2.4bn | 34 holders, $19.8bn |
| Q4 2023 | 17 holders, $3.2bn | 36 holders, $20.3bn |
| Q1 2024 | 16 holders, $3.5bn | 35 holders, $21.3bn |
| Q2 2024 | 15 holders, $3.0bn | 33 holders, $22.1bn |
| Q3 2024 | 19 holders, $3.5bn | 30 holders, $20.2bn |
| Q4 2024 | 17 holders, $2.1bn | 32 holders, $15.9bn |
| Q1 2025 | 18 holders, $2.1bn | 28 holders, $17.1bn |
| Q2 2025 | 15 holders, $1.9bn | 27 holders, $14.8bn |
| Q3 2025 | 13 holders, $2.0bn | 27 holders, $12.7bn |
| Q4 2025 | 11 holders, $1.8bn | 25 holders, $17.0bn |
| Q1 2026 | 12 holders, $1.5bn | 26 holders, $13.6bn |
| Q2 2026 | 7 holders, $1.1bn | 28 holders, $17.7bn |
Universal HLTH SVCS Inc
- Holders
- 12
- Reported value
- $1.5bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 91 comparable managers.
Elevance Health Inc Formerly
- Holders
- 26
- Reported value
- $13.6bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 91 comparable managers.
Who holds both, Q1 2026
Both (4)
Arrowstreet Capital LP, First Eagle Investment Management LLC, MFS Investment Management, Millennium Management LLC
Only UHS (8)
AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Moore Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Woodline Partners LP
Only ELV (22)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.