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878 hedge funds and large institutions have $42.3B invested in Centene in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

4% more funds holding

Funds holding: 846878 (+32)

0% more capital invested

Capital invested by funds: $42.3B → $42.3B (+$90.7M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.59% less ownership

Funds ownership: 95.42%91.83% (-3.6%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

52% less call options, than puts

Call options by funds: $169M | Put options by funds: $353M

Holders
878
Holders Change
+32
Holders Change %
+3.78%
% of All Funds
14.11%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
308
Reduced
324
Closed
79
Calls
$169M
Puts
$353M
Net Calls
-$184M
Net Calls Change
-$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$288M +$25.8M +315,984 +10%
Charles Schwab
27
Charles Schwab
California
$275M +$5.67M +69,365 +2%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$266M -$306M -3,740,689 -54%
Amundi
29
Amundi
France
$251M +$14M +171,128 +6%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$250M +$237M +2,898,790 +1,837%
Bank of America
31
Bank of America
North Carolina
$246M -$125M -1,531,228 -34%
Capital Research Global Investors
32
Capital Research Global Investors
California
$228M -$3.87M -47,438 -2%
N
33
Nuveen
North Carolina
$221M +$3.04M +37,206 +1%
Fidelity International
34
Fidelity International
Bermuda
$211M -$53.3M -652,358 -20%
LAM
35
Lyrical Asset Management
New York
$192M -$6.97M -85,329 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$191M -$17.3M -211,541 -8%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$172M -$825K -10,100 -0.5%
SI
38
Scharf Investments
California
$168M +$558K +6,834 +0.3%
Millennium Management
39
Millennium Management
New York
$167M -$51.1M -625,408 -23%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$156M +$5.28M +64,627 +4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$150M +$1.37M +16,739 +0.9%
EIP
42
Epoch Investment Partners
New York
$144M +$7.99M +97,762 +6%
UBS Group
43
UBS Group
Switzerland
$120M +$5.52M +67,565 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$111M +$2.66M +32,607 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$110M +$94M +1,150,444 +599%
CG
46
Carmignac Gestion
France
$110M +$10.8M +132,811 +11%
Jennison Associates
47
Jennison Associates
New York
$106M -$38.4M -469,905 -27%
US Bancorp
48
US Bancorp
Minnesota
$103M -$6.1M -74,626 -6%
MIP
49
Mondrian Investment Partners
United Kingdom
$103M +$9.09M +111,231 +10%
HA
50
Homestead Advisers
Virginia
$102M +$85K +1,040 +0.1%

CNC Hedge Fund Activity: Q4 2022 in Review

878 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Centene (CNC) for Q4 2022, worth a combined $42.3B — up 0.21% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CNC positions and 79 closed out — a net gain of 46 holders — while 308 added to existing stakes and 324 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $237M. The largest seller was T. Rowe Price Associates, cutting an estimated $645M.

  • 878 institutional investors held Centene (CNC) as of Q4 2022, up from 846 in Q3 2022.
  • Funds reported $42.3B of Centene stock for Q4 2022, up 0.21% quarter-over-quarter.
  • 125 funds opened new Centene positions in Q4 2022 and 79 closed out, a net change of +46 holders.
  • The largest Centene buyer in Q4 2022 was Nordea Investment Management, an estimated $237M added.
  • The largest Centene seller in Q4 2022 was T. Rowe Price Associates, an estimated $645M sold.

Based on aggregated 13F filings for Q4 2022.