Position in CI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,326,530
+$790,797 QoQ
Shares Held
33,831
+5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#320
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CX Institutional holds $35,501,480 across 7 Healthcare Plans names. CI ranks #3 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
29,729 | $12,356,264 | |
| 2 | CVS |
CVS HEALTH Corp
|
100,656 | $10,412,863 | |
| 3 | CI |
Cigna Group
This page
|
33,831 | $9,326,530 | |
| 4 | ELV |
Elevance Health, Inc.
|
6,029 | $2,331,595 | |
| 5 | CNC |
Centene Corp
|
8,999 | $577,645 | |
| 6 | HUM |
Humana Inc
|
869 | $345,184 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
662 | $151,399 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,326,530 | 33,831 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $8,535,733 | 31,999 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,040,933 | 25,582 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,113,782 | 21,210 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,349,780 | 19,208 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,769,833 | 20,577 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,026,740 | 32,689 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,541,648 | 33,315 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,111,603 | 15,463 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,456,203 | 15,023 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $823,188 | 2,749 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $929,727 | 3,250 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,147,887 | 18,346 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,368,174 | 21,008 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,557,913 | 13,756 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,449,507 | 12,432 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,987,526 | 11,337 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,808,948 | 11,723 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,389,338 | 14,760 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $73,658 | 368 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $178,987 | 755 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $172,360 | 713 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $124,283 | 597 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $49,298 | 291 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $46,724 | 249 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,511 | 223 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||