Guru Ownership Trend
Guru Analysis for Centene Corporation (CNC)
Centene Corporation (CNC), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.2 B.
Top institutional holders include Cliff Asness and Larry Robbins.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $226.7 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 278.4%. Conversely, Jefferies Group reduced exposure by 48.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Centene Corporation (CNC)
Major holders include Cliff Asness ($1.09 B), Larry Robbins ($105.21 M), David Einhorn ($89.44 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 49.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $226.7 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CNC. The total reported sell value was $22.89 M.
Yes, 2 managers opened new positions in CNC, and 7 increased their existing holdings. The total reported buy value was $249.59 M.
