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
- 43
- Reported value
- $62.3bn
- Buyers
- 29
- Sellers
- 24
Breadth +5 among 91 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $13.0bn
- Buyers
- 22
- Sellers
- 19
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP
Only UNH (23)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint 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, 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, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.