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.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| UNHUnitedhealth Group Inc | 48 | $62.3bn | 29 | 24 | |
| ELVElevance Health Inc Formerly | 41 | $17.9bn | 19 | 25 | |
| CIThe Cigna Group | 40 | $13.5bn | 22 | 19 | |
| HUMHumana Inc | 40 | $11.2bn | 28 | 16 | |
| CNCCentene Corp Del | 39 | $8.1bn | 20 | 19 | |
| MOHMolina Healthcare Inc | 35 | $3.8bn | 18 | 19 | |
| ALHCAlignment Healthcare Inc | 28 | $1.5bn | 19 | 14 | |
| OSCROscar Health Inc | 30 | $1.3bn | 22 | 14 | |
| TRUPTrupanion Inc | 24 | $173m | 15 | 10 | |
| CLOVClover Health Investments Corp | 26 | $92m | 19 | 8 |
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.
- Fidelity (FMR LLC)4 of 10 · $16.2bn
- Capital World Investors7 of 10 · $14.1bn
- T. Rowe Price Associates Inc6 of 10 · $12.7bn
- Dodge & Cox4 of 10 · $11.5bn
- Wellington Management Group LLP6 of 10 · $9.9bn
- Invesco Ltd5 of 10 · $6.5bn
- Capital Research Global Investors5 of 10 · $5.5bn
- MFS Investment Management3 of 10 · $5.3bn
- AQR Capital Management LLC5 of 10 · $3.9bn
- Arrowstreet Capital LP5 of 10 · $3.1bn
- Harris Associates LP3 of 10 · $2.8bn
- Janus Henderson Group Ltd4 of 10 · $2.3bn
- AllianceBernstein LP2 of 10 · $2.3bn
- Artisan Partners LP2 of 10 · $1.9bn
- Acadian Asset Management LLC7 of 10 · $1.8bn
- First Eagle Investment Management LLC2 of 10 · $1.6bn
- Two Sigma Investments LP6 of 10 · $1.5bn
- Millennium Management LLC4 of 10 · $1.2bn
- Marshall Wace LLP4 of 10 · $1.1bn
- Jane Street Group LLC2 of 10 · $985m