Holders over time
- DVA
- UNH
| Quarter | DVA | UNH |
|---|---|---|
| Q3 2020 | 7 holders, $3.1bn | 37 holders, $71.0bn |
| Q4 2020 | 4 holders, $4.4bn | 36 holders, $79.4bn |
| Q1 2021 | 6 holders, $4.2bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $4.9bn | 43 holders, $86.1bn |
| Q3 2021 | 10 holders, $4.4bn | 38 holders, $81.3bn |
| Q4 2021 | 10 holders, $4.3bn | 38 holders, $104bn |
| Q1 2022 | 9 holders, $4.3bn | 41 holders, $105bn |
| Q2 2022 | 8 holders, $2.9bn | 33 holders, $107bn |
| Q3 2022 | 7 holders, $3.0bn | 42 holders, $102bn |
| Q4 2022 | 6 holders, $2.7bn | 43 holders, $116bn |
| Q1 2023 | 10 holders, $3.0bn | 51 holders, $90.5bn |
| Q2 2023 | 10 holders, $3.9bn | 43 holders, $88.3bn |
| Q3 2023 | 10 holders, $3.7bn | 43 holders, $91.0bn |
| Q4 2023 | 8 holders, $3.9bn | 42 holders, $92.5bn |
| Q1 2024 | 13 holders, $5.2bn | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $5.1bn | 43 holders, $87.4bn |
| Q3 2024 | 12 holders, $6.1bn | 37 holders, $95.7bn |
| Q4 2024 | 10 holders, $5.5bn | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $5.6bn | 49 holders, $81.5bn |
| Q2 2025 | 11 holders, $5.0bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $4.6bn | 42 holders, $44.3bn |
| Q4 2025 | 13 holders, $4.1bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $5.1bn | 44 holders, $38.0bn |
| Q2 2026 | 10 holders, $7.2bn | 43 holders, $62.3bn |
Davita Inc
- Holders
- 10
- Reported value
- $7.2bn
- Buyers
- 16
- Sellers
- 22
Breadth -6 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 (8)
Acadian Asset Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Neuberger Berman Group LLC, Verition Fund Management LLC, Woodline Partners LP
Only DVA (2)
Only UNH (35)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, 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, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 10 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.