Centene Corp
CNC- 交易所
- NYSE
- 產業
- Hospital & Medical Service Plans
- SEC CIK
- 0001071739
近 90 天，Centene Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 1,006 家機構在 13F 申報持有，市值合計 $310.1 億；Oakmark（Harris Associates）和綠光資本兩位大師持有。
2024 年第 4 季 13F 持有人
Centene Corp 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 877
- 較 2024 年第 3 季 +10 家
- 持有股數
- 4.81 億
- 較 2024 年第 3 季 −1,221 萬 (−2.5%)
- 總市值
- $291.5 億
- 較 2024 年第 3 季 −$79.4 億 (−21.4%)
- 新進機構
- 137
- 另有 281 家加碼
- 清倉機構
- 127
- 另有 357 家減碼
另有 18 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CNC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,006 | $310.1 億 |
| 2026 年第 1 季 | 867 | $155.3 億 |
| 2025 年第 4 季 | 913 | $196.5 億 |
| 2025 年第 3 季 | 850 | $164.0 億 |
| 2025 年第 2 季 | 871 | $259.8 億 |
| 2025 年第 1 季 | 898 | $294.4 億 |
| 2024 年第 4 季 | 877 | $291.5 億 |
| 2024 年第 3 季 | 885 | $371.8 億 |
| 2024 年第 2 季 | 899 | $346.2 億 |
| 2024 年第 1 季 | 932 | $407.3 億 |
| 2023 年第 4 季 | 898 | $380.7 億 |
| 2023 年第 3 季 | 826 | $350.3 億 |
| 2023 年第 2 季 | 836 | $350.4 億 |
| 2023 年第 1 季 | 849 | $328.0 億 |
| 2022 年第 4 季 | 882 | $425.9 億 |
| 2022 年第 3 季 | 847 | $421.9 億 |
| 2022 年第 2 季 | 839 | $466.7 億 |
| 2022 年第 1 季 | 830 | $464.4 億 |
| 2021 年第 4 季 | 817 | $451.0 億 |
| 2021 年第 3 季 | 746 | $339.8 億 |
| 2021 年第 2 季 | 764 | $400.5 億 |
| 2021 年第 1 季 | 782 | $343.2 億 |
2024 年第 4 季持有機構
每家機構持有 Centene Corp 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sector Gamma AS | 170,000 | $1,030 萬 | 3.54% | +75,000+78.9% | 加碼 |
| Polar Capital Holdings Plc | 182,178 | $1,104 萬 | 0.06% | −79,326−30.3% | 減碼 |
| Eversept Partners, LP | 188,493 | $1,142 萬 | 1.18% | +53,534+39.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 188,906 | $1,144 萬 | 0.02% | −1,376,143−87.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 190,186 | $1,151 萬 | 0.02% | −221,306−53.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 190,028 | $1,151 萬 | 0.16% | +15,370+8.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 193,609 | $1,173 萬 | 0.05% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 194,300 | $1,177 萬 | 0.03% | +194,300 | 新進 |
| Rhenman & Partners Asset Management AB | 195,482 | $1,184 萬 | 1.22% | +78,500+67.1% | 加碼 |
| Asset Management One Co.,Ltd. | 200,725 | $1,216 萬 | 0.04% | −2,657−1.3% | 減碼 |
| Nisa Investment Advisors, LLC | 205,437 | $1,245 萬 | 0.05% | −14,649−6.7% | 減碼 |
| Forsta Ap-Fonden | 206,800 | $1,253 萬 | 0.09% | +8,000+4.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 208,300 | $1,262 萬 | 0.09% | +3,400+1.7% | 加碼 |
| LPL Financial LLC | 216,928 | $1,314 萬 | 0.01% | +100,039+85.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 221,156 | $1,340 萬 | 0.78% | +10,515+5.0% | 加碼 |
| Bank of Nova Scotia | 223,902 | $1,356 萬 | 0.02% | +151,318+208.5% | 加碼 |
| State of Tennessee, Treasury Department | 224,604 | $1,361 萬 | 0.05% | −17,559−7.3% | 減碼 |
| Pictet Asset Management Holding SA | 228,193 | $1,382 萬 | 0.01% | −7,783−3.3% | 減碼 |
| Palisade Capital Management LLC | 229,177 | $1,388 萬 | 0.37% | −4,547−1.9% | 減碼 |
| ExodusPoint Capital Management, LP | 230,130 | $1,394 萬 | 0.14% | +77,865+51.1% | 加碼 |
| Clearline Capital LP | 241,096 | $1,461 萬 | 1.93% | −34,123−12.4% | 減碼 |
| Treasurer of the State of North Carolina | 246,829 | $1,495 萬 | 0.06% | +3,430+1.4% | 加碼 |
| Storebrand Asset Management AS | 247,087 | $1,497 萬 | 0.05% | +69,394+39.1% | 加碼 |
| HighTower Advisors, LLC | 251,621 | $1,524 萬 | 0.02% | +29,642+13.4% | 加碼 |
| Pinebridge Investments, L.P. | 258,111 | $1,564 萬 | 0.12% | −289,238−52.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 260,475 | $1,578 萬 | 0.04% | −43,673−14.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 264,974 | $1,605 萬 | 0.05% | −17,062−6.0% | 減碼 |
| Public Employees Retirement System of Ohio | 267,940 | $1,623 萬 | 0.06% | −48,858−15.4% | 減碼 |
| KLP Kapitalforvaltning AS | 268,790 | $1,628 萬 | 0.08% | +268,790 | 新進 |
| Danske Bank A/S | 270,059 | $1,636 萬 | 0.05% | +53,194+24.5% | 加碼 |
| DnB Asset Management AS | 272,396 | $1,650 萬 | 0.07% | +184,723+210.7% | 加碼 |
| Toronto Dominion Bank | 273,367 | $1,656 萬 | 0.03% | +11,657+4.5% | 加碼 |
| Ieq Capital, LLC | 274,695 | $1,664 萬 | 0.16% | +238,011+648.8% | 加碼 |
| National Bank of Canada | 277,763 | $1,683 萬 | 0.02% | −402,316−59.2% | 減碼 |
| Glenmede Trust Co NA | 278,172 | $1,685 萬 | 0.09% | +29,067+11.7% | 加碼 |
| Empowered Funds, LLC | 279,783 | $1,695 萬 | 0.25% | +41,327+17.3% | 加碼 |
| Credit Agricole S A | 287,179 | $1,740 萬 | 0.06% | +174,715+155.4% | 加碼 |
| State of Wisconsin Investment Board | 288,440 | $1,747 萬 | 0.05% | −54,071−15.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 291,307 | $1,765 萬 | 0.29% | +127,933+78.3% | 加碼 |
| New York State Common Retirement Fund | 291,616 | $1,767 萬 | 0.02% | −19,738−6.3% | 減碼 |
| HRT Financial LP | 296,263 | $1,795 萬 | 0.09% | +284,931+2,514.4% | 加碼 |
| AXA S.A. | 303,896 | $1,841 萬 | 0.06% | −487,117−61.6% | 減碼 |
| Royal London Asset Management Ltd | 308,093 | $1,866 萬 | 0.05% | −2,063−0.7% | 減碼 |
| Acadian Asset Management LLC | 312,110 | $1,890 萬 | 0.05% | +98,312+46.0% | 加碼 |
| South Dakota Investment Council | 314,399 | $1,905 萬 | 0.38% | +4,100+1.3% | 加碼 |
| Voya Investment Management LLC | 314,856 | $1,907 萬 | 0.02% | −42,982−12.0% | 減碼 |
| Korea Investment CORP | 315,039 | $1,909 萬 | 0.05% | −102,568−24.6% | 減碼 |
| TD Asset Management Inc | 330,794 | $2,004 萬 | 0.02% | +44,833+15.7% | 加碼 |
| Stanley Capital Management, LLC | 331,912 | $2,011 萬 | 3.91% | +113,112+51.7% | 加碼 |
| Aviva PLC | 334,580 | $2,027 萬 | 0.05% | −36,822−9.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 335,786 | $2,034 萬 | 0.02% | +179,329+114.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 343,162 | $2,079 萬 | 0.35% | +343,162 | 新進 |
| Balyasny Asset Management LLC | 348,017 | $2,108 萬 | 0.05% | +340,633+4,613.1% | 加碼 |
| Ensign Peak Advisors, Inc | 360,745 | $2,185 萬 | 0.04% | −146,002−28.8% | 減碼 |
| QV Investors Inc. | 383,522 | $2,323 萬 | 2.40% | +125,465+48.6% | 加碼 |
| Russell Investments Group, Ltd. | 385,370 | $2,335 萬 | 0.03% | +32,304+9.1% | 加碼 |
| APG Asset Management N.V. | 401,771 | $2,350 萬 | 0.07% | +266,998+198.1% | 加碼 |
| Andra AP-fonden | 388,300 | $2,352 萬 | 0.38% | +27,900+7.7% | 加碼 |
| Teacher Retirement System of Texas | 390,002 | $2,363 萬 | 0.09% | +142,195+57.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 400,384 | $2,426 萬 | 0.02% | +28,873+7.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 428,979 | $2,599 萬 | 0.05% | +428,979 | 新進 |
| New York State Teachers Retirement System | 454,401 | $2,753 萬 | 0.06% | −54,018−10.6% | 減碼 |
| Heartland Advisors Inc | 456,636 | $2,766 萬 | 1.50% | −11,653−2.5% | 減碼 |
| Natixis Advisors, L.P. | 457,928 | $2,774 萬 | 0.05% | +42,968+10.4% | 加碼 |
| Wedge Capital Management L L P | 471,627 | $2,857 萬 | 0.51% | +55,475+13.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 471,712 | $2,858 萬 | 0.05% | −12,100−2.5% | 減碼 |
| Capital Fund Management S.A. | 477,993 | $2,896 萬 | 0.29% | +477,993 | 新進 |
| Bank of Montreal | 494,381 | $2,995 萬 | 0.02% | −507,704−50.7% | 減碼 |
| Integral Health Asset Management, LLC | 500,000 | $3,029 萬 | 2.68% | +500,000 | 新進 |
| Marshall Wace, LLP | 503,250 | $3,049 萬 | 0.04% | −7,339−1.4% | 減碼 |
| Junto Capital Management LP | 518,324 | $3,140 萬 | 0.63% | +518,324 | 新進 |
| Wells Fargo & Company | 520,624 | $3,154 萬 | 0.01% | −107,447−17.1% | 減碼 |
| Great West Life Assurance Co | 521,490 | $3,157 萬 | 0.05% | +19,435+3.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 527,405 | $3,183 萬 | 0.14% | −233,245−30.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 533,620 | $3,233 萬 | 0.06% | −39,892−7.0% | 減碼 |
| Envestnet Asset Management Inc | 545,255 | $3,303 萬 | 0.01% | −105,283−16.2% | 減碼 |
| Principal Financial Group Inc | 575,460 | $3,486 萬 | 0.02% | −46,204−7.4% | 減碼 |
| First Trust Advisors LP | 576,600 | $3,493 萬 | 0.03% | −28,639−4.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 583,845 | $3,499 萬 | 0.06% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 583,287 | $3,534 萬 | 0.20% | +108,413+22.8% | 加碼 |
| Retirement Systems of Alabama | 610,240 | $3,697 萬 | 0.14% | −5,699−0.9% | 減碼 |
| Citigroup Inc | 639,453 | $3,874 萬 | 0.04% | +15,407+2.5% | 加碼 |
| Susquehanna International Group, LLP | 641,312 | $3,885 萬 | 0.06% | +492,178+330.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 670,874 | $4,064 萬 | 0.13% | +83,278+14.2% | 加碼 |
| Cambiar Investors LLC | 675,362 | $4,091 萬 | 1.62% | −64,595−8.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 677,394 | $4,104 萬 | 0.10% | −134,111−16.5% | 減碼 |
| Intech Investment Management LLC | 687,814 | $4,167 萬 | 0.40% | +672,498+4,390.8% | 加碼 |
| Alliancebernstein L.P. | 751,288 | $4,551 萬 | 0.02% | −26,865−3.5% | 減碼 |
| Royal Bank of Canada | 752,249 | $4,557 萬 | 0.01% | +235,122+45.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 764,272 | $4,630 萬 | 0.11% | −394,693−34.1% | 減碼 |
| RE Advisers Corp | 779,736 | $4,724 萬 | 1.14% | −28,600−3.5% | 減碼 |
| Janus Henderson Group PLC | 785,360 | $4,758 萬 | 0.02% | −86,712−9.9% | 減碼 |
| Vantage Investment Partners, LLC | 793,656 | $4,808 萬 | 4.19% | +109,839+16.1% | 加碼 |
| Alberta Investment Management Corp | 804,900 | $4,876 萬 | 0.33% | +105,000+15.0% | 加碼 |
| Man Group plc | 813,006 | $4,925 萬 | 0.15% | −471,286−36.7% | 減碼 |
| Victory Capital Management Inc | 824,260 | $4,993 萬 | 0.05% | +12,050+1.5% | 加碼 |
| California State Teachers Retirement System | 833,282 | $5,048 萬 | 0.06% | −5,185−0.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 839,889 | $5,164 萬 | 0.05% | +72,326+9.4% | 加碼 |
| Artisan Partners Limited Partnership | 852,824 | $5,166 萬 | 0.08% | +440+0.1% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 862,560 | $5,225 萬 | 0.98% | −215,000−20.0% | 減碼 |