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
- 37
- Reported value
- $9.8bn
- Buyers
- 22
- Sellers
- 17
Breadth +5 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 (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Woodline Partners LP
Only HUM (15)
Citadel Advisors LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Starboard Value LP, Steadfast Capital Management LP, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP
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.