Holders over time
- SGRY
- CI
| Quarter | SGRY | CI |
|---|---|---|
| Q3 2020 | 1 holders, $3.2m | 34 holders, $18.1bn |
| Q4 2020 | none listed holders, n.a. | 22 holders, $21.9bn |
| Q1 2021 | 1 holders, $271k | 24 holders, $23.9bn |
| Q2 2021 | 2 holders, $484m | 31 holders, $22.5bn |
| Q3 2021 | 3 holders, $14m | 30 holders, $17.8bn |
| Q4 2021 | 5 holders, $668m | 26 holders, $20.1bn |
| Q1 2022 | 5 holders, $778m | 28 holders, $20.4bn |
| Q2 2022 | 4 holders, $470m | 32 holders, $22.1bn |
| Q3 2022 | 3 holders, $67m | 31 holders, $21.5bn |
| Q4 2022 | 5 holders, $928m | 30 holders, $24.7bn |
| Q1 2023 | 6 holders, $1.2bn | 35 holders, $18.2bn |
| Q2 2023 | 6 holders, $1.5bn | 30 holders, $19.8bn |
| Q3 2023 | 6 holders, $958m | 28 holders, $19.8bn |
| Q4 2023 | 6 holders, $1.0bn | 31 holders, $20.6bn |
| Q1 2024 | 8 holders, $1.1bn | 28 holders, $24.0bn |
| Q2 2024 | 8 holders, $469m | 28 holders, $19.5bn |
| Q3 2024 | 8 holders, $1.1bn | 25 holders, $20.2bn |
| Q4 2024 | 7 holders, $428m | 23 holders, $15.2bn |
| Q1 2025 | 7 holders, $504m | 24 holders, $18.4bn |
| Q2 2025 | 6 holders, $380m | 34 holders, $19.5bn |
| Q3 2025 | 7 holders, $375m | 28 holders, $16.2bn |
| Q4 2025 | 5 holders, $316m | 21 holders, $14.6bn |
| Q1 2026 | 5 holders, $230m | 26 holders, $13.5bn |
| Q2 2026 | 4 holders, $311m | 28 holders, $13.0bn |
Surgery Partners Inc
- Holders
- 8
- Reported value
- $1.1bn
- Buyers
- 7
- Sellers
- 1
Breadth +6 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 (2)
Only SGRY (6)
Durable Capital Partners LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Moore Capital Management LP, Wellington Management Group LLP
Only CI (26)
Acadian Asset Management LLC, 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., Dodge & Cox, GAMCO Investors Inc, Glenview Capital Management LLC, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Scion Asset Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, and 1 more
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.