Sector: health
Conviction from: S&P
52-week range: 69.51110.68
An integrated healthcare company operating retail pharmacies, the Aetna health-insurance business, and the Caremark pharmacy-benefit manager, plus health clinics.
6 tracked filer(s) hold this · 0 opened, 1 added, 5 trimmed in 30-JUN-2026
Aggregate 13FScore 60 — mean of 6 scored holder(s) · buyers (new/add) avg 76. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | Added +975% | 2,042,632 | $211,310,280 | 0.2% |
| Larry Robbins / Glenview | 58 | Trimmed -41% | 4,824,799 | $499,125,457 | 9.1% |
| Bridgewater | 56 | Trimmed -29% | 440,972 | $45,618,553 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -14% | 696,700 | $72,073,615 | 0.1% |
| Ancora | 40 | Trimmed -33% | 3,825 | $395,660 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -32% | 335,817 | $34,740,269 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 4 filer(s).
8 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2025-11-15 | Trump, Donald J President | BUY | $1,000,001 - $5,000,000 | PTR |
| Report | Date | Stance |
|---|
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |
| #80 — Market Memo: January Musings | 2025-01-09 | WATCH |