Holders over time
- HUM
- CI
| Quarter | HUM | CI |
|---|---|---|
| Q3 2020 | 30 holders, $18.0bn | 34 holders, $18.1bn |
| Q4 2020 | 30 holders, $17.6bn | 22 holders, $21.9bn |
| Q1 2021 | 26 holders, $17.2bn | 24 holders, $23.9bn |
| Q2 2021 | 28 holders, $18.1bn | 31 holders, $22.5bn |
| Q3 2021 | 33 holders, $16.8bn | 30 holders, $17.8bn |
| Q4 2021 | 29 holders, $20.3bn | 26 holders, $20.1bn |
| Q1 2022 | 32 holders, $17.7bn | 28 holders, $20.4bn |
| Q2 2022 | 29 holders, $18.1bn | 32 holders, $22.1bn |
| Q3 2022 | 32 holders, $17.7bn | 31 holders, $21.5bn |
| Q4 2022 | 31 holders, $17.2bn | 30 holders, $24.7bn |
| Q1 2023 | 31 holders, $16.7bn | 35 holders, $18.2bn |
| Q2 2023 | 28 holders, $14.2bn | 30 holders, $19.8bn |
| Q3 2023 | 35 holders, $16.5bn | 28 holders, $19.8bn |
| Q4 2023 | 34 holders, $13.3bn | 31 holders, $20.6bn |
| Q1 2024 | 37 holders, $9.8bn | 28 holders, $24.0bn |
| Q2 2024 | 34 holders, $11.3bn | 28 holders, $19.5bn |
| Q3 2024 | 28 holders, $8.4bn | 25 holders, $20.2bn |
| Q4 2024 | 19 holders, $7.3bn | 23 holders, $15.2bn |
| Q1 2025 | 26 holders, $7.3bn | 24 holders, $18.4bn |
| Q2 2025 | 24 holders, $6.7bn | 34 holders, $19.5bn |
| Q3 2025 | 17 holders, $6.5bn | 28 holders, $16.2bn |
| Q4 2025 | 14 holders, $6.5bn | 21 holders, $14.6bn |
| Q1 2026 | 14 holders, $3.8bn | 26 holders, $13.5bn |
| Q2 2026 | 25 holders, $10.6bn | 28 holders, $13.0bn |
Humana Inc
- Holders
- 34
- Reported value
- $13.3bn
- Buyers
- 18
- Sellers
- 20
Breadth -2 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 (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only HUM (12)
Capital Research Global Investors, Farallon Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Starboard Value LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd
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.