CNC
Centene Corp. · Healthcare · Medical - Healthcare Plans
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones -0.6% ·
nuevas posiciones netas +11.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 169 | +2 | 380.13M | $24.37B | +5 | −2 |
| Q1 2026 | 169 | +4 | 362.48M | $11.86B | +7 | −4 |
| Q4 2025 | 164 | -1 | 388.17M | $15.98B | +2 | −2 |
| Q3 2025 | 26 | +2 | 229.56M | $8.20B | +3 | −2 |
| Q2 2025 | 22 | 0 | 267.14M | $14.49B | +2 | −2 |
| Q1 2025 | 19 | -1 | 141.75M | $8.61B | — | −1 |
| Q4 2024 | 20 | +1 | 155.02M | $9.39B | +2 | −1 |
| Q3 2024 | 18 | +2 | 123.00M | $9.25B | +3 | −1 |
| Q2 2024 | 16 | — | 123.78M | $8.20B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Harris Associates (Oakmark) ✦ | 26.31M | +5.7% | $1.98B | 3.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Harris Associates (Oakmark) ✦ | 26.31M | +5.7% | $1.98B | 3.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (pasivo) | 22.97M | +8.3% | $1.73B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Capital World Investors ✦ | 22.57M | -15.3% | $1.70B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 17.33M | -9.1% | $1.30B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 12.66M | -0.2% | $950.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 12.66M | -0.2% | $950.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 7.15M | -11.1% | $538.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 5.42M | +21.5% | $403.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 5.42M | +21.5% | $403.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 5.42M | +21.5% | $403.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 5.42M | +21.5% | $403.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 5.42M | +21.5% | $403.24M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 2.01M | +218.7% | $151.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 1.97M | -26.3% | $148.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 1.97M | -26.3% | $148.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.65M | +209.0% | $124.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 1.65M | +209.0% | $124.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 729.01K | Nuevo | $54.88M | 0.1% | New | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 510.59K | +304.3% | $38.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Marshall Wace ✦ | 510.59K | +304.3% | $38.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Adage Capital Partners ✦ | 483.81K | +5.9% | $36.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Bridgewater Associates ✦ | 467.25K | +5.2% | $35.17M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 262.16K | -20.2% | $19.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 262.16K | -20.2% | $19.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 248.00K | Nuevo | $18.67M | 0.1% | New | 1 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 137.20K | -15.1% | $10.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 118.93K | Nuevo | $8.95M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $54.88M | 0.1% |
| Point72 Asset Management | $18.67M | 0.1% |
| Two Sigma Investments | $8.95M | 0.0% |
Posición cerrada
| Glenview Capital | $94.90M | era 2.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 856 tenedores, 470.26M acciones, $14.63B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 47.60K acc. · $3.11M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología