Hospital and Medical Service Plans - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-24 NPORT-P HUM / Humana EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 13,180 18,820 42.79
2025-09-24 NPORT-P UNH / UnitedHealth Group EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 17,332 32,474 87.36
2025-09-24 NPORT-P HUM / Humana CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 400 415 3.75
2025-09-24 NPORT-P HUM / Humana REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 401 1,657 313.22
2025-09-24 NPORT-P UNH / UnitedHealth Group CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3,401 2,249 -33.87
2025-09-24 NPORT-P UNH / UnitedHealth Group TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 216 1,134 425.00
2025-09-24 NPORT-P UNH / UnitedHealth Group RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 591 573 -3.05
2025-09-24 NPORT-P TRUP / Trupanion CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class -1,848 -1,958 5.95
2025-09-24 NPORT-P UNH / UnitedHealth Group EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 13,248 11,791 -11.00
2025-09-24 NPORT-P CI / Cigna Group TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 120 110 -8.33
2025-09-24 NPORT-P CI / Cigna Group RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 23,146 76,841 231.98
2025-09-24 NPORT-P Q / Quálitas Controladora, S.A.B. de C.V. IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 12,191 12,033 -1.30
2025-09-24 NPORT-P CNC / Centene CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 6,797 1,573 -76.86
2025-09-24 NPORT-P MOH / Molina Healthcare CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 966 212 -78.05
2025-09-24 NPORT-P CI / Cigna Group CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 765 358 -53.20
2025-09-24 NPORT-P CI / Cigna Group RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5,269 3,517 -33.25
2025-09-24 NPORT-P CI / Cigna Group REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 2,157 3,443 59.62
2025-09-24 NPORT-P CI / Cigna Group EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 41,588 41,588 0.00
2025-09-24 NPORT-P OSCR / Oscar Health CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 0 -61,621
2025-09-24 NPORT-P MOH / Molina Healthcare TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 588 588 0.00
2025-09-24 NPORT-P CI / Cigna Group EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5,212 9,435 81.02
2025-09-24 NPORT-P CI / Cigna Group TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 1,800 1,732 -3.78
2025-09-23 NPORT-P CNC / Centene QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 56,654 123,921 118.73
2025-09-23 NPORT-P MOH / Molina Healthcare APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 17,430 15,415 -11.56
2025-09-23 13F-HR/A MOH / Molina Healthcare Sivia Capital Partners, LLC 728 1,935 165.80
2025-09-23 13F-HR CNC / Centene Caldwell Trust Co 3,000
2025-09-23 NPORT-P CNC / Centene MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,179 3,220 47.77
2025-09-23 13F-HR CI / Cigna Group Caldwell Trust Co 1,866
2025-09-23 NPORT-P CI / Cigna Group NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6,191 6,191 0.00
2025-09-23 NPORT-P CNC / Centene GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 13,525 13,260 -1.96
2025-09-23 NPORT-P ALHC / Alignment Healthcare QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 373,120 373,120 0.00
2025-09-23 NPORT-P CI / Cigna Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8,461 8,355 -1.25
2025-09-23 NPORT-P ALHC / Alignment Healthcare QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 182,921 173,800 -4.99
2025-09-23 NPORT-P CI / Cigna Group PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5,240 8,317 58.72
2025-09-23 13F-HR/A CI / Cigna Group Sivia Capital Partners, LLC 1,051 1,160 10.37
2025-09-23 NPORT-P CI / Cigna Group PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 2,273 3,683 62.03
2025-09-23 NPORT-P OSCR / Oscar Health GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20,112 21,063 4.73
2025-09-23 NPORT-P ALHC / Alignment Healthcare GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 15,405 9,012 -41.50
2025-09-23 NPORT-P MOH / Molina Healthcare FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 22,715 109,760 383.20
2025-09-23 NPORT-P CNC / Centene MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 15,325 15,563 1.55
2025-09-23 NPORT-P CI / Cigna Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,531 1,163 -24.04
2025-09-23 NPORT-P MOH / Molina Healthcare GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 24,513 1,827 -92.55
2025-09-23 13F-HR/A CNC / Centene Sivia Capital Partners, LLC 5,395 9,710 79.98
2025-09-23 NPORT-P OSCR / Oscar Health GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 56,325 15,426 -72.61
2025-09-23 NPORT-P CNC / Centene QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 3,856 5,211 35.14
2025-09-23 NPORT-P MOH / Molina Healthcare GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 16,155 6,018 -62.75
2025-09-23 NPORT-P CNC / Centene FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 106,485 204,671 92.21
2025-09-23 NPORT-P MOH / Molina Healthcare MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 1,715 1,695 -1.17
2025-09-23 NPORT-P MOH / Molina Healthcare MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 629 236 -62.48
2025-09-23 NPORT-P CI / Cigna Group GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 7,311 7,359 0.66
2025-09-23 NPORT-P UNH / UnitedHealth Group FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P 49,933 38,283 -23.33
2025-09-23 NPORT-P TRUP / Trupanion KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 27,794 27,794 0.00
2025-09-23 NPORT-P UNH / UnitedHealth Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 28,440 28,371 -0.24
2025-09-23 NPORT-P UNH / UnitedHealth Group PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 1,789,779 1,789,779 0.00
2025-09-23 NPORT-P UNH / UnitedHealth Group MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 4,988 25,050 402.21
2025-09-23 NPORT-P UNH / UnitedHealth Group LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 205,000 250,000 21.95
2025-09-23 NPORT-P UNH / UnitedHealth Group MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16,624 20,197 21.49
2025-09-23 NPORT-P UNH / UnitedHealth Group LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 48,100 53,200 10.60
2025-09-23 NPORT-P UNH / UnitedHealth Group PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 16,104 13,305 -17.38
2025-09-23 NPORT-P UNH / UnitedHealth Group MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 1,091 5,470 401.37
2025-09-23 NPORT-P TRUP / Trupanion GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 1,368 7,898 477.34
2025-09-23 13F-HR/A UNH / UnitedHealth Group CFC Planning Co LLC 491 492 0.20
2025-09-23 NPORT-P UNH / UnitedHealth Group Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 123,564 139,238 12.68
2025-09-23 NPORT-P UNH / UnitedHealth Group MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 61,160 72,149 17.97
2025-09-23 NPORT-P HUM / Humana MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 3,728 3,775 1.26
2025-09-23 NPORT-P HUM / Humana MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 2,529 3,511 38.83
2025-09-23 NPORT-P HUM / Humana GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3,129 3,244 3.68
2025-09-23 NPORT-P UNH / UnitedHealth Group GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3,335 23,256 597.33
2025-09-23 NPORT-P UNH / UnitedHealth Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 4,044 3,948 -2.37
2025-09-23 NPORT-P UNH / UnitedHealth Group PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 38,059 30,107 -20.89
2025-09-23 NPORT-P HUM / Humana NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 1,060 1,060 0.00
2025-09-23 NPORT-P HUM / Humana QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 1,728 2,122 22.80
2025-09-23 NPORT-P UNH / UnitedHealth Group FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P 2,833 1,633 -42.36
2025-09-23 NPORT-P HUM / Humana MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 858 525 -38.81
2025-09-23 NPORT-P UNH / UnitedHealth Group MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 9,323 34,173 266.55
2025-09-23 NPORT-P UNH / UnitedHealth Group GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 13,319 14,766 10.86
2025-09-23 NPORT-P UNH / UnitedHealth Group FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 18,639 18,639 0.00
2025-09-23 NPORT-P HUM / Humana QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 15,863 50,788 220.17
2025-09-23 13F-HR UNH / UnitedHealth Group Caldwell Trust Co 16,782
2025-09-23 NPORT-P TRUP / Trupanion GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 2,499 6,782 171.39
2025-09-23 13F-HR/A HUM / Humana Sivia Capital Partners, LLC 841 1,293 53.75
2025-09-23 NPORT-P CLOV / Clover Health Investments GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 23,204
2025-09-23 NPORT-P HUM / Humana Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 58,784
2025-09-23 NPORT-P HUM / Humana FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 21,094 55,977 165.37
2025-09-23 NPORT-P UNH / UnitedHealth Group MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 2,209 10,800 388.91
2025-09-23 NPORT-P HUM / Humana FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 35,857 53,868 50.23
2025-09-23 13F-HR/A UNH / UnitedHealth Group Sivia Capital Partners, LLC 3,010 1,797 -40.30
2025-09-23 NPORT-P UNH / UnitedHealth Group EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 36,306 36,092 -0.59
2025-09-23 NPORT-P UNH / UnitedHealth Group SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 136,413 152,713 11.95
2025-09-23 NPORT-P UNH / UnitedHealth Group GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4,720 8,750 85.38
2025-09-23 NPORT-P UNH / UnitedHealth Group MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3,440 4,272 24.19
2025-09-23 NPORT-P UNH / UnitedHealth Group EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 1,881 6,530 247.16
2025-09-23 13F-HR HUM / Humana Caldwell Trust Co 621
2025-09-23 NPORT-P TRUP / Trupanion SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 319,285 319,285 0.00
2025-09-23 NPORT-P HUM / Humana FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 0 4,278
2025-09-22 NPORT-P UNH / UnitedHealth Group GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 9,989 16,729 67.47
2025-09-22 NPORT-P UNH / UnitedHealth Group TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 14,100
2025-09-22 NPORT-P UNH / UnitedHealth Group IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 23,532 21,490 -8.68
2025-09-22 NPORT-P HUM / Humana TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 248 354 42.74
2025-09-22 NPORT-P UNH / UnitedHealth Group GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 33,594 33,503 -0.27
2025-09-22 NPORT-P UNH / UnitedHealth Group TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5,203 5,104 -1.90
2025-09-22 NPORT-P HUM / Humana TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 2,575 2,253 -12.50
2025-09-22 13F-HR UNH / UnitedHealth Group GatePass Capital, LLC 422
2025-09-22 13F-HR UNH / UnitedHealth Group GatePass Capital, LLC 422 0 -100.00
2025-09-22 13F-HR HUM / Humana Caldwell Trust Co 621 621 0.00
2025-09-22 NPORT-P HUM / Humana IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 5,006 7,259 45.01
2025-09-22 NPORT-P HUM / Humana GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 14,169 15,289 7.90
2025-09-22 13F-HR UNH / UnitedHealth Group Caldwell Trust Co 16,782 14,489 -13.66
2025-09-22 NPORT-P UNH / UnitedHealth Group TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 1,167 1,049 -10.11
2025-09-22 NPORT-P UNH / UnitedHealth Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12,744 8,994 -29.43
2025-09-22 NPORT-P UNH / UnitedHealth Group TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 252 252 0.00
2025-09-22 NPORT-P UNH / UnitedHealth Group TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 102,907 52,546 -48.94
2025-09-22 NPORT-P CI / Cigna Group Crossmark ETF Trust - Crossmark Large Cap Growth ETF 85
2025-09-22 NPORT-P CI / Cigna Group TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 10,000
2025-09-22 NPORT-P CI / Cigna Group TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7,135 6,998 -1.92
2025-09-22 NPORT-P CI / Cigna Group IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10,396 12,023 15.65
2025-09-22 NPORT-P CI / Cigna Group TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 2,385 2,342 -1.80
2025-09-22 NPORT-P CI / Cigna Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 10,876 5,338 -50.92
2025-09-22 NPORT-P CI / Cigna Group Crossmark ETF Trust - Crossmark Large Cap Value ETF 76
2025-09-22 NPORT-P CI / Cigna Group TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 516 587 13.76
2025-09-22 13F-HR CI / Cigna Group Caldwell Trust Co 1,866 1,708 -8.47
2025-09-22 13F-HR CNC / Centene Caldwell Trust Co 3,000 3,000 0.00
2025-09-22 NPORT-P CNC / Centene MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 301,400 557,000 84.80