Holders over time
- CAH
- UNH
| Quarter | CAH | UNH |
|---|---|---|
| Q3 2020 | 22 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 19 holders, $1.6bn | 36 holders, $79.4bn |
| Q1 2021 | 14 holders, $1.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $1.6bn | 43 holders, $86.1bn |
| Q3 2021 | 18 holders, $1.5bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $1.7bn | 38 holders, $104bn |
| Q1 2022 | 17 holders, $1.7bn | 41 holders, $105bn |
| Q2 2022 | 19 holders, $1.4bn | 33 holders, $107bn |
| Q3 2022 | 21 holders, $2.3bn | 42 holders, $102bn |
| Q4 2022 | 24 holders, $2.6bn | 43 holders, $116bn |
| Q1 2023 | 26 holders, $2.6bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $3.2bn | 43 holders, $88.3bn |
| Q3 2023 | 26 holders, $2.9bn | 43 holders, $91.0bn |
| Q4 2023 | 29 holders, $3.4bn | 42 holders, $92.5bn |
| Q1 2024 | 23 holders, $3.7bn | 44 holders, $82.5bn |
| Q2 2024 | 25 holders, $3.1bn | 43 holders, $87.4bn |
| Q3 2024 | 27 holders, $3.6bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $4.1bn | 45 holders, $79.2bn |
| Q1 2025 | 30 holders, $4.2bn | 49 holders, $81.5bn |
| Q2 2025 | 30 holders, $4.9bn | 50 holders, $44.5bn |
| Q3 2025 | 22 holders, $4.6bn | 42 holders, $44.3bn |
| Q4 2025 | 28 holders, $5.7bn | 41 holders, $42.6bn |
| Q1 2026 | 31 holders, $5.6bn | 44 holders, $38.0bn |
| Q2 2026 | 24 holders, $7.0bn | 43 holders, $62.3bn |
Cardinal Health Inc
- Holders
- 24
- Reported value
- $7.0bn
- Buyers
- 20
- Sellers
- 21
Breadth -1 among 91 comparable managers.
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $62.3bn
- Buyers
- 29
- Sellers
- 24
Breadth +5 among 91 comparable managers.
Who holds both, Q2 2026
Both (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only CAH (7)
Bridgewater Associates LP, Glenview Capital Management LLC, PDT Partners LLC, Quantbot Technologies LP, Southeastern Asset Management Inc, Voloridge Investment Management LLC, Winton Group Ltd
Only UNH (26)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, 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.