New Positions
1 managers initiated
Top five by reported value
Cigna Group NEW YORK STOCK EXCHANGE, INC.:CI
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new1 added6 reduced1 exited
Total Institutional Holders
8
as of 2025-12-31
Top Holder
Swiss Life Asset Management Ltd
$53.9M
Largest QoQ Increase
Swiss Life Asset Management Ltd
+318,180 sh
Largest QoQ Decrease
West Oak Capital, LLC
-1,581 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 318,180 | +318,180 | $53.9M | +$53.9M | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KEYNOTE FINANCIAL SERVICES LLC | 2,969 | +923 | $817.2K | +$227.4K | 45.1% |
Reduced(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 2,655 | 0 | $730.7K | -$34.6K | 0.0% |
| Pettee Investors, Inc. | 971 | 0 | $267.2K | -$12.6K | 0.0% |
| HORIZON FINANCIAL SERVICES, LLC | 9 | -21 | $2.5K | -$6.2K | -70.0% |
| Byrne Asset Management LLC | 105 | 0 | $28.9K | -$1.4K | 0.0% |
| WENDELL DAVID ASSOCIATES INC | 2,317 | 0 | $638 | -$30 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $180 | $0 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 0 | -1,581 | $0 | -$1.9K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 318,180 | $53.9M | +318,180 | — |
| KEYNOTE FINANCIAL SERVICES LLC | 2,969 | $817.2K | +923 | 45.1% |
| Godshalk Welsh Capital Management, Inc. | 2,655 | $730.7K | 0 | 0.0% |
| Pettee Investors, Inc. | 971 | $267.2K | 0 | 0.0% |
| Byrne Asset Management LLC | 105 | $28.9K | 0 | 0.0% |
| HORIZON FINANCIAL SERVICES, LLC | 9 | $2.5K | -21 | -70.0% |
| WENDELL DAVID ASSOCIATES INC | 2,317 | $638 | 0 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | $180 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
1 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CI against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.