Holders over time
- CHE
- UNH
| Quarter | CHE | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $1.0bn | 37 holders, $71.0bn |
| Q4 2020 | 14 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 13 holders, $898m | 37 holders, $81.7bn |
| Q2 2021 | 13 holders, $920m | 43 holders, $86.1bn |
| Q3 2021 | 13 holders, $1.0bn | 38 holders, $81.3bn |
| Q4 2021 | 13 holders, $1.1bn | 38 holders, $104bn |
| Q1 2022 | 12 holders, $906m | 41 holders, $105bn |
| Q2 2022 | 12 holders, $798m | 33 holders, $107bn |
| Q3 2022 | 12 holders, $664m | 42 holders, $102bn |
| Q4 2022 | 13 holders, $834m | 43 holders, $116bn |
| Q1 2023 | 13 holders, $855m | 51 holders, $90.5bn |
| Q2 2023 | 13 holders, $961m | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $982m | 43 holders, $91.0bn |
| Q4 2023 | 13 holders, $1.1bn | 42 holders, $92.5bn |
| Q1 2024 | 12 holders, $1.1bn | 44 holders, $82.5bn |
| Q2 2024 | 14 holders, $912m | 43 holders, $87.4bn |
| Q3 2024 | 13 holders, $693m | 37 holders, $95.7bn |
| Q4 2024 | 11 holders, $588m | 45 holders, $79.2bn |
| Q1 2025 | 12 holders, $657m | 49 holders, $81.5bn |
| Q2 2025 | 11 holders, $582m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $487m | 42 holders, $44.3bn |
| Q4 2025 | 13 holders, $634m | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $612m | 44 holders, $38.0bn |
| Q2 2026 | 10 holders, $807m | 43 holders, $62.3bn |
Chemed Corp New
- Holders
- 10
- Reported value
- $807m
- Buyers
- 15
- Sellers
- 17
Breadth -2 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 (5)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, Moore Capital Management LP
Only CHE (5)
Bridgewater Associates LP, GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Voloridge Investment Management LLC
Only UNH (38)
AllianceBernstein LP, Artisan Partners 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, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, and 13 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.