Holders over time
- HIMS
- CI
| Quarter | HIMS | CI |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $18.1bn |
| Q4 2020 | none listed holders, n.a. | 22 holders, $21.9bn |
| Q1 2021 | 3 holders, $73m | 24 holders, $23.9bn |
| Q2 2021 | 2 holders, $60m | 31 holders, $22.5bn |
| Q3 2021 | 1 holders, $28m | 30 holders, $17.8bn |
| Q4 2021 | 1 holders, $25m | 26 holders, $20.1bn |
| Q1 2022 | 1 holders, $17m | 28 holders, $20.4bn |
| Q2 2022 | 1 holders, $15m | 32 holders, $22.1bn |
| Q3 2022 | 3 holders, $21m | 31 holders, $21.5bn |
| Q4 2022 | 3 holders, $51m | 30 holders, $24.7bn |
| Q1 2023 | 7 holders, $91m | 35 holders, $18.2bn |
| Q2 2023 | 5 holders, $86m | 30 holders, $19.8bn |
| Q3 2023 | 4 holders, $56m | 28 holders, $19.8bn |
| Q4 2023 | 4 holders, $64m | 31 holders, $20.6bn |
| Q1 2024 | 8 holders, $242m | 28 holders, $24.0bn |
| Q2 2024 | 11 holders, $344m | 28 holders, $19.5bn |
| Q3 2024 | 13 holders, $313m | 25 holders, $20.2bn |
| Q4 2024 | 10 holders, $628m | 23 holders, $15.2bn |
| Q1 2025 | 8 holders, $738m | 24 holders, $18.4bn |
| Q2 2025 | 9 holders, $1.9bn | 34 holders, $19.5bn |
| Q3 2025 | 9 holders, $2.5bn | 28 holders, $16.2bn |
| Q4 2025 | 4 holders, $740m | 21 holders, $14.6bn |
| Q1 2026 | 6 holders, $68m | 26 holders, $13.5bn |
| Q2 2026 | 4 holders, $183m | 28 holders, $13.0bn |
Hims & Hers Health Inc
- Holders
- 11
- Reported value
- $344m
- Buyers
- 7
- Sellers
- 3
Breadth +4 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 (6)
Bridgewater Associates LP, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only HIMS (5)
Farallon Capital Management LLC, Oaktree Capital Management LP, Tudor Investment Corp, Verition Fund Management LLC, Winton Group Ltd
Only CI (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc
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.