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
- 25
- Reported value
- $10.6bn
- Buyers
- 9
- Sellers
- 17
Breadth -8 among 93 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $24.0bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (14)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Scion Asset Management LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only HCA (11)
Caxton Associates LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only CI (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital 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.