Which hedge funds own CNC? CENTENE CORP DEL, Q2 2026 13F holders
83 tracked hedge funds disclosed a position in CNC (CENTENE CORP DEL) in their Q2 2026 13F filings, worth $5.0bn in total. The largest holder by portfolio weight is Politan Capital Management LP at 53.7% of its book. 16 opened a new position this quarter: Endure Capital Management, LLC, West Family Investments, Inc., EntryPoint Capital, LLC, Diametric Capital, LP. 22 exited: Avidity Partners Management LP, Braidwell LP, English Capital Management LLC.
- 83
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $42.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $44.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $5.0bn
- Combined value Sum of the holders' reported positions in the security.
- 6.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Avidity Partners Management LP | 0.5% | $2.3m |
| Braidwell LP | 0.4% | $10.8m |
| English Capital Management LLC | 0.3% | $448k |
| Occudo Quantitative Strategies LP | 0.2% | $4.5m |
| Eversept Partners, LP | 0.2% | $3.7m |
| Clearline Capital LP | 0.2% | $2.9m |
| Qsemble Capital Management, LP | 0.2% | $2.8m |
| Dark Forest Capital Management LP | 0.2% | $2.0m |
| Quantitative Investment Management, LLC | 0.1% | $1.4m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $251k |
| Fox Run Management, L.L.C. | 0.09% | $524k |
| Atom Investors LP | 0.06% | $849k |
| 111 Capital | 0.06% | $243k |
| Jupiter Asset Management Ltd | 0.05% | $9.3m |
| Alphadyne Asset Management LP | 0.05% | $349k |
| Patton Fund Management, Inc. | 0.03% | $206k |
| Centiva Capital, LP | 0.03% | $620k |
| Campbell & CO Investment Adviser LLC | 0.03% | $488k |
| Mirabella Financial Services LLP | 0.02% | $233k |
| Brooklands Fund Management Ltd | 0.02% | $16.2k |
| Graham Capital Management, L.P. | 0.01% | $361k |
| Prana Capital Management, LP | 0.01% | $256k |
Ownership over time
Who discovered CNC first? Beta
The run: Q1 2014 → Q3 2018, +365%
| Deerfield Management Company, L.P. | Q4 2013 | 0.4% | +2.6 pts |
| Kerrisdale Advisers, LLC | Q2 2014 | – | +0.2 pts |
| Campbell & CO Investment Adviser LLC | Q2 2014 | 0.2% | +0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.