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CNC · ELV 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.
  • CNC
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterCNCELV
Q3 202019 holders, $10.6bn30 holders, $15.0bn
Q4 202021 holders, $10.1bn29 holders, $16.7bn
Q1 202125 holders, $9.9bn25 holders, $18.6bn
Q2 202119 holders, $12.0bn30 holders, $19.4bn
Q3 202119 holders, $9.9bn26 holders, $18.5bn
Q4 202118 holders, $13.5bn29 holders, $23.3bn
Q1 202219 holders, $14.0bn31 holders, $23.9bn
Q2 202222 holders, $13.8bn32 holders, $23.3bn
Q3 202225 holders, $12.8bn34 holders, $22.6bn
Q4 202225 holders, $12.8bn34 holders, $25.5bn
Q1 202330 holders, $9.8bn39 holders, $22.5bn
Q2 202331 holders, $9.8bn38 holders, $20.6bn
Q3 202332 holders, $9.1bn34 holders, $19.8bn
Q4 202324 holders, $10.1bn36 holders, $20.3bn
Q1 202419 holders, $10.8bn35 holders, $21.3bn
Q2 202422 holders, $9.2bn33 holders, $22.1bn
Q3 202423 holders, $9.3bn30 holders, $20.2bn
Q4 202432 holders, $8.4bn32 holders, $15.9bn
Q1 202528 holders, $7.8bn28 holders, $17.1bn
Q2 202526 holders, $6.7bn27 holders, $14.8bn
Q3 202520 holders, $3.1bn27 holders, $12.7bn
Q4 202530 holders, $4.5bn25 holders, $17.0bn
Q1 202622 holders, $3.8bn26 holders, $13.6bn
Q2 202627 holders, $7.6bn28 holders, $17.7bn
CNC

Centene Corp Del

Holders
28
Reported value
$7.8bn
Buyers
20
Sellers
10

Breadth +10 among 95 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
28
Reported value
$17.1bn
Buyers
14
Sellers
17

Breadth -3 among 95 comparable managers.

Who holds both, Q1 2025

Among the 44 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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