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
- 24
- Reported value
- $18.4bn
- Buyers
- 15
- Sellers
- 10
Breadth +5 among 95 comparable managers.
Humana Inc
- Holders
- 26
- Reported value
- $7.3bn
- Buyers
- 20
- Sellers
- 7
Breadth +13 among 95 comparable managers.
Who holds both, Q1 2025
Both (12)
AQR Capital Management LLC, Artisan Partners LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only CI (12)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, GAMCO Investors Inc, Glenview Capital Management LLC, Neuberger Berman Group LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only HUM (14)
Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Steadfast Capital Management LP, Tudor Investment Corp, Voloridge Investment Management LLC, 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.