Industry deep-dive
Healthcare Plans
Every super-investor and insider move tracked across 11 tickers in this industry.
Tickers
11
Combined value
$22.29T
Insider net (30d)
−$6.8M
Congress trades (30d)
0
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest healthcare plans books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Dodge & Cox | $13.95B |
| 2 | Wellington Management | $10.51B |
| 3 | Ken Griffin Citadel Advisors | $10.35B |
| 4 | Norges Bank Norway SWF | $9.04B |
| 5 | Boykin Curry Eagle Capital | $3.24B |
| 6 | D.E. Shaw & Co. | $2.60B |
| 7 | AQR Capital Management | $2.58B |
| 8 | Bill Nygren Harris / Oakmark | $2.50B |
| 9 | Jeremy Grantham GMO | $2.38B |
| 10 | Ken Fisher Fisher Asset Mgmt | $1.76B |
| 11 | Warren Buffett Berkshire Hathaway | $1.66B |
| 12 | Izzy Englander Millennium Mgmt | $1.64B |
Healthcare Plans valuation
Per-ticker scatter · medians from 1 covered tickers
P/E TTM
1 tickers
24.5×
median multiple
24.5×Healthcare Plans cohort25.5×
P/S TTM
1 tickers
0.7×
median multiple
0.7×Healthcare Plans cohort1.7×
P/B TTM
1 tickers
3.1×
median multiple
3.1×Healthcare Plans cohort4.1×
Gross margin
1 tickers
18.5%
median TTM
18.5%Healthcare Plans cohort118.5%
Operating margin
1 tickers
4.2%
median TTM
4.2%Healthcare Plans cohort104.2%
ROE
1 tickers
12.7%
median TTM
12.7%Healthcare Plans cohort112.7%
ROIC
1 tickers
8.2%
median TTM
8.2%Healthcare Plans cohort108.2%
Cohort detail · top 1 by data coverage
| Ticker | P/E | P/S | P/B |
|---|---|---|---|
| UNH | 24.5× | 0.7× | 3.1× |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $11.05T |
| 2 | CVS | CVS HEALTH CORP | $3.08T |
| 3 | ELV | ANTHEM INC | $2.83T |
| 4 | CI | CIGNA CORP NEW | $2.04T |
| 5 | HUM | HUMANA INC | $1.53T |
| 6 | CNC | CENTENE CORP DEL | $1.26T |
| 7 | MOH | MOLINA HEALTHCARE INC | $451.81B |
| 8 | PGNY | PROGYNY INC | $35.42B |
| 9 | ALHC | ALIGNMENT HEALTHCARE INC | $8.54B |
| 10 | OSCR | OSCAR HEALTH INC | $6.89B |
| 11 | CLOV | CLOVER HEALTH INVESTMENTS CO | $1.00B |