Position in CI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$63,521,177
-$2,657,601 QoQ
Shares Held
238,130
-1.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Derivatives in CI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$440,368
PutShares
1,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $591,841,838 across 11 Healthcare Plans names. CI ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,271,194 | $343,972,384 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,444,958 | $103,776,883 | |
| 3 | CI |
Cigna Group
This page
|
238,130 | $63,521,177 | |
| 4 | ELV |
Elevance Health, Inc.
|
177,654 | $52,008,208 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
93,974 | $12,526,734 | |
| 6 | CNC |
Centene Corp
|
208,621 | $6,830,251 | |
| 7 | HUM |
Humana Inc
|
31,136 | $5,398,671 | |
| 8 | OSCR |
Oscar Health, Inc.
|
163,566 | $1,876,102 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,521,177 | 238,130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $440,368 | 1,600 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $66,178,778 | 240,449 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $73,584,460 | 255,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,390,743 | 222,006 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $68,111,554 | 207,026 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $50,102,289 | 181,438 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $54,342,578 | 156,860 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $49,121,379 | 148,596 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $45,432,163 | 125,092 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $37,955,886 | 126,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,561,647 | 124,311 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,929,532 | 117,354 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,727,815 | 108,511 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,277,138 | 100,432 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,402,376 | 87,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,082,712 | 83,799 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,938,989 | 70,694 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,610,897 | 63,628 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,813,843 | 59,022 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,005,147 | 59,076 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,407,383 | 55,462 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,798,504 | 51,871 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,182,360 | 54,202 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,854,627 | 52,516 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,655,778 | 54,497 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||