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
- 21
- Reported value
- $7.1bn
- Buyers
- 24
- Sellers
- 16
Breadth +8 among 91 comparable managers.
The Cigna Group
- Holders
- 28
- Reported value
- $13.0bn
- Buyers
- 22
- Sellers
- 19
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (14)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only HCA (7)
AllianceBernstein LP, Element Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Wellington Management Group LLP
Only CI (14)
AQR Capital Management LLC, Capital Research Global Investors, Dodge & Cox, Glenview Capital Management LLC, Greenlight Capital, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Winton Group Ltd
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.