Holders over time
- HCA
- CI
| Quarter | HCA | CI |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 34 holders, $18.1bn |
| Q4 2020 | 29 holders, $12.3bn | 22 holders, $21.9bn |
| Q1 2021 | 18 holders, $13.3bn | 24 holders, $23.9bn |
| Q2 2021 | 19 holders, $13.9bn | 31 holders, $22.5bn |
| Q3 2021 | 28 holders, $15.8bn | 30 holders, $17.8bn |
| Q4 2021 | 25 holders, $16.0bn | 26 holders, $20.1bn |
| Q1 2022 | 22 holders, $13.8bn | 28 holders, $20.4bn |
| Q2 2022 | 28 holders, $7.8bn | 32 holders, $22.1bn |
| Q3 2022 | 24 holders, $8.4bn | 31 holders, $21.5bn |
| Q4 2022 | 20 holders, $10.5bn | 30 holders, $24.7bn |
| Q1 2023 | 25 holders, $11.0bn | 35 holders, $18.2bn |
| Q2 2023 | 26 holders, $11.3bn | 30 holders, $19.8bn |
| Q3 2023 | 27 holders, $8.1bn | 28 holders, $19.8bn |
| Q4 2023 | 28 holders, $9.0bn | 31 holders, $20.6bn |
| Q1 2024 | 25 holders, $10.6bn | 28 holders, $24.0bn |
| Q2 2024 | 23 holders, $9.8bn | 28 holders, $19.5bn |
| Q3 2024 | 25 holders, $11.5bn | 25 holders, $20.2bn |
| Q4 2024 | 28 holders, $8.1bn | 23 holders, $15.2bn |
| Q1 2025 | 20 holders, $8.7bn | 24 holders, $18.4bn |
| Q2 2025 | 20 holders, $9.4bn | 34 holders, $19.5bn |
| Q3 2025 | 20 holders, $9.9bn | 28 holders, $16.2bn |
| Q4 2025 | 22 holders, $11.4bn | 21 holders, $14.6bn |
| Q1 2026 | 23 holders, $10.3bn | 26 holders, $13.5bn |
| Q2 2026 | 21 holders, $7.1bn | 28 holders, $13.0bn |
Hca Healthcare Inc
- Holders
- 28
- Reported value
- $9.0bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
The Cigna Group
- Holders
- 31
- Reported value
- $20.6bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 93 comparable managers.
Who holds both, Q4 2023
Both (15)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, GAMCO Investors Inc, Glenview Capital Management LLC, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Woodline Partners LP
Only HCA (13)
Appaloosa LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Point72 Asset Management LP, Scion Asset Management LLC, Viking Global Investors LP, Wellington Management Group LLP
Only CI (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
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.