Centene Corporation (CNC): A Bull Case Theory
We came across a bullish thesis on Centene Corporation on Value investing subreddit by Lanky_Positive8943. In this article, we will summarize the bulls’ thesis on CNC.
Centene Corp (CNC)
Market is closed
Sector: Hospital & Medical Service Plans
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 20,330 | $725,374 | +126% | 0.34% |
| 2. | Hosking Partners Jeremy Hosking | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.50 | 19,230 | $490,365.00 | 845,275 | 2025-08-08 | Filing | |
| $27.62 | 9,000 | $248,580.00 | 32,000 | 2025-07-28 | Filing | |
| $59.75 | 17,000 | $1,015,750.00 | 19,309 | 2024-12-18 | Filing | |
| $59.01 | 1,693 | $99,903.93 | 1,693 | 2024-12-16 | Filing | |
| $59.48 | 250 | $14,870.00 | 250 | 2024-12-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.75 | 878 | $67,382.11 | 0 | 2024-05-14 | Filing | |
| $77.62 | 8,000 | $620,960.00 | 300,357 | 2024-05-13 | Filing | |
| $77.41 | 10,000 | $774,100.00 | 11,455 | 2024-02-13 | Filing | |
| $75.58 | 3,810 | $287,959.80 | 235,365 | 2024-02-07 | Filing | |
| $74.83 | 8,190 | $612,857.70 | 239,175 | 2024-02-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,500,832 | $53,549,686 | 0.05% | |
| 2. | 1,450,470 | $51,752,770 | 0.07% | |
| 3. | 763,279 | $27,233,812 | 0.03% | |
| 4. | 745,600 | $26,603,008 | 0.17% | |
| 5. | 655,199 | $23,377,503 | 0.05% |
News See All
A Policy-Induced Risk Pool Shift Impacted Centene (CNC) in Q3
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Impacted Centene Corporation (CNC) in Q3
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Cantor Fitzgerald Keeps a Neutral Rating on Centene (CNC) Amid Ongoing Rate Uncertainty
The firm noted that finalized rates usually match payor proposals but are less than the desired 30%+ increases for 2026, which resulted in a cautious market outlook.
12 Lowest PE Ratio Stocks of the S&P 500
The S&P 500 headed into September 2025 following robust gains, yet investor sentiment was mixed since it is a month that has historically been weak for equities.
Centene Corporation (CNC)'s Four Star Rating Matters, Says Jim Cramer
Centene Corporation (NYSE:CNC) is one of the biggest healthcare benefits managers in America.
13 Latest Stocks on Jim Cramer's Radar
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest inflation data.
Centene Corporation (CNC): A Bull Case Theory
We came across a bullish thesis on Centene Corporation on Value investing subreddit by PleasantAnomaly. In this article, we will summarize the bulls’ thesis on CNC.
Centene Corporation (CNC)'s "One Of The Most Horrible Stocks In The Group," Says Jim Cramer
Centene Corporation (NYSE:CNC) is an American healthcare benefits and insurance company.
Oppenheimer Initiates Outperform on Centene, Sees Turnaround Potential After Guidance Shock
Centene Corporation (NYSE:CNC) is one of the stocks that look extremely cheap on paper.
Hedge Fund Resource Center Billionaire Hedge Funds
