Holders over time
- HCA
- CI
| Quarter | HCA | CI |
|---|---|---|
| Q3 2020 | 26 holders, $8.6bn | 34 holders, $18.1bn |
| Q4 2020 | 29 holders, $12.3bn | 22 holders, $21.9bn |
| Q1 2021 | 18 holders, $13.3bn | 24 holders, $23.9bn |
| Q2 2021 | 19 holders, $13.9bn | 31 holders, $22.5bn |
| Q3 2021 | 28 holders, $15.8bn | 30 holders, $17.8bn |
| Q4 2021 | 25 holders, $16.0bn | 26 holders, $20.1bn |
| Q1 2022 | 22 holders, $13.8bn | 28 holders, $20.4bn |
| Q2 2022 | 28 holders, $7.8bn | 32 holders, $22.1bn |
| Q3 2022 | 24 holders, $8.4bn | 31 holders, $21.5bn |
| Q4 2022 | 20 holders, $10.5bn | 30 holders, $24.7bn |
| Q1 2023 | 25 holders, $11.0bn | 35 holders, $18.2bn |
| Q2 2023 | 26 holders, $11.3bn | 30 holders, $19.8bn |
| Q3 2023 | 27 holders, $8.1bn | 28 holders, $19.8bn |
| Q4 2023 | 28 holders, $9.0bn | 31 holders, $20.6bn |
| Q1 2024 | 25 holders, $10.6bn | 28 holders, $24.0bn |
| Q2 2024 | 23 holders, $9.8bn | 28 holders, $19.5bn |
| Q3 2024 | 25 holders, $11.5bn | 25 holders, $20.2bn |
| Q4 2024 | 28 holders, $8.1bn | 23 holders, $15.2bn |
| Q1 2025 | 20 holders, $8.7bn | 24 holders, $18.4bn |
| Q2 2025 | 20 holders, $9.4bn | 34 holders, $19.5bn |
| Q3 2025 | 20 holders, $9.9bn | 28 holders, $16.2bn |
| Q4 2025 | 22 holders, $11.4bn | 21 holders, $14.6bn |
| Q1 2026 | 23 holders, $10.3bn | 26 holders, $13.5bn |
| Q2 2026 | 21 holders, $7.1bn | 28 holders, $13.0bn |
Hca Healthcare Inc
- Holders
- 20
- Reported value
- $9.9bn
- Buyers
- 9
- Sellers
- 11
Breadth -2 among 95 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $16.2bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only HCA (9)
Brevan Howard Capital Management LP, Element Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only CI (17)
Capital Research Global Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Greenlight Capital, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP
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.