InvestorLens

CNC — CENTENE CORP DEL

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CNC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 5 buying vs 0 selling last quarter
79
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their CNC position last quarter, 5 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (David Einhorn, Paul Tudor Jones, Izzy Englander, …)
  • +6 tracked investors reported holding CNC at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About CENTENE CORP DEL (CNC)

CENTENE CORP DEL (CNC) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $415M. Across recent filings, tracked investors recorded 9 new positions, 1 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CNC

91
/100
Strong Institutional Accumulation
Added / Increased10
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track CNC

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CNC Ownership Composition

How CENTENE CORP DEL is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
59% of tracked value
Institutions
6
tracked investors
Total Reported
$481.3M
combined 13F value
Sectors2
  • Other59.1%
  • Hedge Funds40.9%
Other(4)
59.1%
Hedge Funds(2)
40.9%

Tracked investors reporting CNC

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    4.1M
    Value
    $133.3M
    % Portfolio
    0.02%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    2.8M
    Value
    $90.2M
    % Portfolio
    0.04%
  • David EinhornMar 31, 2026
    DME Capital Management, LP
    Shares
    2.7M
    Value
    $89.4M
    % Portfolio
    2.80%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    3.3M
    Value
    $107.3M
    % Portfolio
    0.14%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    1.7M
    Value
    $55.6M
    % Portfolio
    0.10%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    168.1K
    Value
    $5.5M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold CNC?
6 tracked institutional investors disclosed a position in CNC (CENTENE CORP DEL) in their most recent 13F filing.
Who is the largest institutional holder of CNC?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CNC, valued at $415M.
Did institutional ownership of CNC increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 1 increased, 1 reduced, and 0 fully exited CNC.
Where does this CNC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CNC (CENTENE CORP DEL) — Institutional Holders & 13F History — InvestorLens