Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,371,681
-$445,693 QoQ
Shares Held
26,740
-8.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#357
of 1,682 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Derivatives in CI
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$27,568
PutShares
100
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 Jun 30, 2026Lido Advisors, LLC holds $104,460,634 across 8 Healthcare Plans names. CI ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
195,496 | $81,254,001 | |
| 2 | CI |
Cigna Group
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|
26,740 | $7,371,681 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,999 | $5,793,094 | |
| 4 | ELV |
Elevance Health, Inc.
|
10,877 | $4,206,461 | |
| 5 | CNC |
Centene Corp
|
45,022 | $2,889,961 | |
| 6 | HUM |
Humana Inc
|
5,433 | $2,158,096 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3,202 | $732,297 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,930 | $55,043 |
All Filings in CI
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,371,681 | 26,740 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $27,568 | 100 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $293,425 | 1,100 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $7,817,374 | 29,306 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $467,891 | 1,700 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $11,786,723 | 42,825 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $490,025 | 1,700 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $12,125,524 | 42,066 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,819,216 | 29,703 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $32,900 | 100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $8,889,251 | 27,019 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,614 | 100 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $2,958,562 | 10,714 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,308,154 | 9,549 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $2,147,928 | 6,200 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $3,034,300 | 9,179 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,941,112 | 8,098 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $149,725 | 500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,880,844 | 6,281 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $143,035 | 500 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $1,628,024 | 5,691 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,491,389 | 5,315 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $140,300 | 500 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $1,141,707 | 4,468 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $838,290 | 2,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $633,741 | 2,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $838,520 | 3,182 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $384,813 | 1,606 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $306,785 | 1,336 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $242,593 | 1,212 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $201,983 | 852 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $247,058 | 1,022 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $221,919 | 1,066 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $203,037 | 1,082 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||