Holders over time
- CI
- HUM
| Quarter | CI | HUM |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 30 holders, $18.0bn |
| Q4 2020 | 22 holders, $21.9bn | 30 holders, $17.6bn |
| Q1 2021 | 24 holders, $23.9bn | 26 holders, $17.2bn |
| Q2 2021 | 31 holders, $22.5bn | 28 holders, $18.1bn |
| Q3 2021 | 30 holders, $17.8bn | 33 holders, $16.8bn |
| Q4 2021 | 26 holders, $20.1bn | 29 holders, $20.3bn |
| Q1 2022 | 28 holders, $20.4bn | 32 holders, $17.7bn |
| Q2 2022 | 32 holders, $22.1bn | 29 holders, $18.1bn |
| Q3 2022 | 31 holders, $21.5bn | 32 holders, $17.7bn |
| Q4 2022 | 30 holders, $24.7bn | 31 holders, $17.2bn |
| Q1 2023 | 35 holders, $18.2bn | 31 holders, $16.7bn |
| Q2 2023 | 30 holders, $19.8bn | 28 holders, $14.2bn |
| Q3 2023 | 28 holders, $19.8bn | 35 holders, $16.5bn |
| Q4 2023 | 31 holders, $20.6bn | 34 holders, $13.3bn |
| Q1 2024 | 28 holders, $24.0bn | 37 holders, $9.8bn |
| Q2 2024 | 28 holders, $19.5bn | 34 holders, $11.3bn |
| Q3 2024 | 25 holders, $20.2bn | 28 holders, $8.4bn |
| Q4 2024 | 23 holders, $15.2bn | 19 holders, $7.3bn |
| Q1 2025 | 24 holders, $18.4bn | 26 holders, $7.3bn |
| Q2 2025 | 34 holders, $19.5bn | 24 holders, $6.7bn |
| Q3 2025 | 28 holders, $16.2bn | 17 holders, $6.5bn |
| Q4 2025 | 21 holders, $14.6bn | 14 holders, $6.5bn |
| Q1 2026 | 26 holders, $13.5bn | 14 holders, $3.8bn |
| Q2 2026 | 28 holders, $13.0bn | 25 holders, $10.6bn |
The Cigna Group
- Holders
- 25
- Reported value
- $20.2bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 among 94 comparable managers.
Humana Inc
- Holders
- 28
- Reported value
- $8.4bn
- Buyers
- 19
- Sellers
- 15
Breadth +4 among 94 comparable managers.
Who holds both, Q3 2024
Both (15)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CI (10)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC
Only HUM (13)
Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Starboard Value LP, Tudor Investment Corp, 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.