Holders over time
- CI
- ELV
| Quarter | CI | ELV |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 30 holders, $15.0bn |
| Q4 2020 | 22 holders, $21.9bn | 29 holders, $16.7bn |
| Q1 2021 | 24 holders, $23.9bn | 25 holders, $18.6bn |
| Q2 2021 | 31 holders, $22.5bn | 30 holders, $19.4bn |
| Q3 2021 | 30 holders, $17.8bn | 26 holders, $18.5bn |
| Q4 2021 | 26 holders, $20.1bn | 29 holders, $23.3bn |
| Q1 2022 | 28 holders, $20.4bn | 31 holders, $23.9bn |
| Q2 2022 | 32 holders, $22.1bn | 32 holders, $23.3bn |
| Q3 2022 | 31 holders, $21.5bn | 34 holders, $22.6bn |
| Q4 2022 | 30 holders, $24.7bn | 34 holders, $25.5bn |
| Q1 2023 | 35 holders, $18.2bn | 39 holders, $22.5bn |
| Q2 2023 | 30 holders, $19.8bn | 38 holders, $20.6bn |
| Q3 2023 | 28 holders, $19.8bn | 34 holders, $19.8bn |
| Q4 2023 | 31 holders, $20.6bn | 36 holders, $20.3bn |
| Q1 2024 | 28 holders, $24.0bn | 35 holders, $21.3bn |
| Q2 2024 | 28 holders, $19.5bn | 33 holders, $22.1bn |
| Q3 2024 | 25 holders, $20.2bn | 30 holders, $20.2bn |
| Q4 2024 | 23 holders, $15.2bn | 32 holders, $15.9bn |
| Q1 2025 | 24 holders, $18.4bn | 28 holders, $17.1bn |
| Q2 2025 | 34 holders, $19.5bn | 27 holders, $14.8bn |
| Q3 2025 | 28 holders, $16.2bn | 27 holders, $12.7bn |
| Q4 2025 | 21 holders, $14.6bn | 25 holders, $17.0bn |
| Q1 2026 | 26 holders, $13.5bn | 26 holders, $13.6bn |
| Q2 2026 | 28 holders, $13.0bn | 28 holders, $17.7bn |
The Cigna Group
- Holders
- 28
- Reported value
- $16.2bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 27
- Reported value
- $12.7bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 among 95 comparable managers.
Who holds both, Q3 2025
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only CI (12)
Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Greenlight Capital, Hudson Bay Capital Management LP, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Advisers LP
Only ELV (11)
Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, 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.