L3VLUP

Managed care

Definition

SIC 6324, hospital and medical service plans.

A standard grouping: SIC 6324.

Q2 2026 against Q1 2026

Reported value
$120bn
+$41.0bn on the quarter before
Managers listing any
58
-2 on the quarter before
Stocks listed
10
+0 on the quarter before
Buyers
211
manager-stock pairs opening or adding
Sellers
168
manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: -14 · +42 · +25 · +27 · +7 · -41 · +5 · +43

See it in the heatmap, ranked by breadth →

Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.

Largest stocks (10 in all)

By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
StockHoldersValueBuyersSellersHolders, 8 quarters
UNHUnitedhealth Group Inc48$62.3bn2924
ELVElevance Health Inc Formerly41$17.9bn1925
CIThe Cigna Group40$13.5bn2219
HUMHumana Inc40$11.2bn2816
CNCCentene Corp Del39$8.1bn2019
MOHMolina Healthcare Inc35$3.8bn1819
ALHCAlignment Healthcare Inc28$1.5bn1914
OSCROscar Health Inc30$1.3bn2214
TRUPTrupanion Inc24$173m1510
CLOVClover Health Investments Corp26$92m198

Managers holding its largest names

Across the 10 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.