Holders over time
- UNH
- CI
| Quarter | UNH | CI |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 34 holders, $18.1bn |
| Q4 2020 | 36 holders, $79.4bn | 22 holders, $21.9bn |
| Q1 2021 | 37 holders, $81.7bn | 24 holders, $23.9bn |
| Q2 2021 | 43 holders, $86.1bn | 31 holders, $22.5bn |
| Q3 2021 | 38 holders, $81.3bn | 30 holders, $17.8bn |
| Q4 2021 | 38 holders, $104bn | 26 holders, $20.1bn |
| Q1 2022 | 41 holders, $105bn | 28 holders, $20.4bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $22.1bn |
| Q3 2022 | 42 holders, $102bn | 31 holders, $21.5bn |
| Q4 2022 | 43 holders, $116bn | 30 holders, $24.7bn |
| Q1 2023 | 51 holders, $90.5bn | 35 holders, $18.2bn |
| Q2 2023 | 43 holders, $88.3bn | 30 holders, $19.8bn |
| Q3 2023 | 43 holders, $91.0bn | 28 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 31 holders, $20.6bn |
| Q1 2024 | 44 holders, $82.5bn | 28 holders, $24.0bn |
| Q2 2024 | 43 holders, $87.4bn | 28 holders, $19.5bn |
| Q3 2024 | 37 holders, $95.7bn | 25 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 23 holders, $15.2bn |
| Q1 2025 | 49 holders, $81.5bn | 24 holders, $18.4bn |
| Q2 2025 | 50 holders, $44.5bn | 34 holders, $19.5bn |
| Q3 2025 | 42 holders, $44.3bn | 28 holders, $16.2bn |
| Q4 2025 | 41 holders, $42.6bn | 21 holders, $14.6bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.5bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $13.0bn |
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $38.0bn
- Buyers
- 30
- Sellers
- 24
Breadth +6 among 91 comparable managers.
The Cigna Group
- Holders
- 26
- Reported value
- $13.5bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC
Only UNH (26)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Farallon Capital Management 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, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd, and 1 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.