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CNC · Healthcare

CENTENE CORP DEL

USA Healthcare Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
50
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in CENTENE CORP DEL? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$31.6B
Industry
Healthcare Plans
Sector
Healthcare
Exchange
NYSE
About CENTENE CORP DEL

Centene Corporation operates as a managed care company that provides programs and services to under-insured families, and commercial organizations in the United States. It operates through four segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment offers the temporary assistance for needy families; medicaid expansion; aged, blind, or disabled; and children's health insurance programs, as well as long-term services and supports; foster care; and medicare-medicaid plans. This segment also provides healthcare products and services. The Medicare segment offers special needs…

Who's behind the signal
Every informed buyer we can see on CNC, across all three feeds.
Hedge funds · 9
AQR Capital Management Increased +117%
Tweedy Browne Increased +17%
D.E. Shaw & Co Decreased −22%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 13
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2022-09-26 Earl Blumenauer · D-OR House BOUGHT $1,001 - $15,000
2022-09-21 David B. McKinley · R-WV House BOUGHT $1,001 - $15,000
2022-03-14 Earl Blumenauer · D-OR House SOLD $1,001 - $15,000
2022-02-24 Earl Blumenauer · D-OR House BOUGHT $1,001 - $15,000
2021-04-30 Kathy E. Manning · D-NC House BOUGHT $1,001 - $15,000
2021-02-19 Susie Lee · D-NV House SOLD $1,001 - $15,000
2021-01-15 Kathy E. Manning · D-NC House BOUGHT $1,001 - $15,000
2020-11-04 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-10-19 Susie Lee · D-NV House SOLD $1,001 - $15,000
2020-04-29 Gilbert Ray Cisneros, Jr. · D-CA House SOLD $1,001 - $15,000
2020-04-07 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-04-06 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-03-24 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. CENTENE CORP DEL isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
1
New positions
3
Increasing
5
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.2×
Increased +399%
% of portfolio
1.6%
Position change
+399%
1.6% of Glenview Capital Mgmt's portfolio
Trust weight: 1.0×
Increased +117%
% of portfolio
0.7%
Position change
+117%
0.7% of AQR Capital Management's portfolio
Trust weight: 1.2×
Increased +17%
% of portfolio
0.0%
Position change
+17%
0.0% of Tweedy Browne's portfolio
Trust weight: 1.0×
Decreased −22%
% of portfolio
0.3%
Position change
−22%
0.3% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Decreased −10%
% of portfolio
0.1%
Position change
−10%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
Decreased −9%
% of portfolio
0.1%
Position change
−9%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Decreased −25%
% of portfolio
0.1%
Position change
−25%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.3×
Decreased −86%
% of portfolio
0.0%
Position change
−86%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CENTENE CORP DEL
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CENTENE CORP DEL or any security.

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