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ENSG · 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.
  • ENSG
  • CI
010203040202120222023202420252026
Holders and value by quarter
QuarterENSGCI
Q3 20202 holders, $3.8m34 holders, $18.1bn
Q4 20203 holders, $38m22 holders, $21.9bn
Q1 20211 holders, $31m24 holders, $23.9bn
Q2 2021none listed holders, n.a.31 holders, $22.5bn
Q3 20211 holders, $2.3m30 holders, $17.8bn
Q4 20211 holders, $4.8m26 holders, $20.1bn
Q1 20221 holders, $6.8m28 holders, $20.4bn
Q2 20223 holders, $12m32 holders, $22.1bn
Q3 20223 holders, $8.9m31 holders, $21.5bn
Q4 20223 holders, $55m30 holders, $24.7bn
Q1 20233 holders, $141m35 holders, $18.2bn
Q2 20234 holders, $182m30 holders, $19.8bn
Q3 20234 holders, $228m28 holders, $19.8bn
Q4 20233 holders, $301m31 holders, $20.6bn
Q1 20244 holders, $325m28 holders, $24.0bn
Q2 20244 holders, $320m28 holders, $19.5bn
Q3 20248 holders, $518m25 holders, $20.2bn
Q4 20247 holders, $470m23 holders, $15.2bn
Q1 20259 holders, $463m24 holders, $18.4bn
Q2 20257 holders, $696m34 holders, $19.5bn
Q3 20257 holders, $1.2bn28 holders, $16.2bn
Q4 20258 holders, $1.5bn21 holders, $14.6bn
Q1 20268 holders, $1.8bn26 holders, $13.5bn
Q2 20268 holders, $1.4bn28 holders, $13.0bn
ENSG

Ensign Group Inc

Holders
4
Reported value
$320m
Buyers
2
Sellers
1

Breadth +1 among 94 comparable managers.

CI

The Cigna Group

Holders
28
Reported value
$19.5bn
Buyers
15
Sellers
15

Breadth 0 among 94 comparable managers.

Who holds both, Q2 2024

Among the 31 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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