Sector: health
Conviction from: S&P
52-week range: 31.6369.63
Centene is a managed-care organization that provides government-sponsored health insurance, primarily Medicaid, Medicare, and Affordable Care Act marketplace plans.
8 tracked filer(s) hold this · 0 opened, 1 added, 7 trimmed in 30-JUN-2026
Aggregate 13FScore 54 — mean of 8 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | Added +130% | 387,225 | $24,855,973 | 0.1% |
| Quentin Koffey / Politan Capital | 29 | Trimmed -1% | 2,135,210 | $137,059,130 | 53.7% |
| David Einhorn / Greenlight | 44 | Trimmed -40% | 1,651,150 | $105,987,319 | 2.7% |
| Larry Robbins / Glenview | 58 | Trimmed -41% | 1,886,055 | $121,065,870 | 2.2% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -21% | 11,124,640 | $714,090,642 | 0.9% |
| Steve Cohen / Point72 | 76 | Trimmed -64% | 1,163,669 | $74,695,913 | 0.1% |
| Ancora | 40 | Trimmed -9% | 5,920 | $380,005 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -80% | 336,475 | $21,598,330 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 1 filer(s).
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |