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PSNL · CI in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PSNL
  • CI
010203040202120222023202420252026
Holders and value by quarter
QuarterPSNLCI
Q3 20203 holders, $73m34 holders, $18.1bn
Q4 20206 holders, $275m22 holders, $21.9bn
Q1 20216 holders, $187m24 holders, $23.9bn
Q2 20214 holders, $175m31 holders, $22.5bn
Q3 20213 holders, $125m30 holders, $17.8bn
Q4 20211 holders, $70m26 holders, $20.1bn
Q1 20222 holders, $43m28 holders, $20.4bn
Q2 20222 holders, $21m32 holders, $22.1bn
Q3 20222 holders, $16m31 holders, $21.5bn
Q4 20222 holders, $11m30 holders, $24.7bn
Q1 20231 holders, $16m35 holders, $18.2bn
Q2 20231 holders, $11m30 holders, $19.8bn
Q3 20231 holders, $6.9m28 holders, $19.8bn
Q4 20231 holders, $14m31 holders, $20.6bn
Q1 20241 holders, $9.0m28 holders, $24.0bn
Q2 20241 holders, $7.4m28 holders, $19.5bn
Q3 20241 holders, $38m25 holders, $20.2bn
Q4 20241 holders, $39m23 holders, $15.2bn
Q1 20251 holders, $25m24 holders, $18.4bn
Q2 20251 holders, $47m34 holders, $19.5bn
Q3 20251 holders, $52m28 holders, $16.2bn
Q4 20252 holders, $63m21 holders, $14.6bn
Q1 20261 holders, $51m26 holders, $13.5bn
Q2 20261 holders, $111m28 holders, $13.0bn
PSNL

Personalis Inc

Holders
1
Reported value
$14m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

CI

The Cigna Group

Holders
31
Reported value
$20.6bn
Buyers
16
Sellers
19

Breadth -3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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