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
- 23
- Reported value
- $9.8bn
- Buyers
- 10
- Sellers
- 13
Breadth -3 among 94 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $19.5bn
- Buyers
- 15
- Sellers
- 15
Breadth 0 among 94 comparable managers.
Who holds both, Q2 2024
Both (14)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, GAMCO Investors Inc, Glenview Capital Management LLC, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only HCA (9)
Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only CI (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP
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.