ESRX - EXPRESS SCRIPTS HOLDING CO
This page shows which of the focused investors we track hold ESRX and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2014 it was held by 12 managers with an aggregate reported value of $2.54B, which is 0.35% of the combined portfolio.
As of Q1 2014, 12 tracked institutional managers held ESRX (EXPRESS SCRIPTS HOLDING CO) with an aggregate reported value of $2.54B — 0.35% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- ESRX
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 0.89% | Add +106.5% | 11,586,300 | $870.02M |
| 2 | Christopher Davis - Davis Advisors | 2.35% | Reduce -11.6% | 11,380,532 | $854.56M |
| 3 | David Rolfe - Wedgewood Partners | 6.90% | Add +21.5% | 4,959,737 | $372.43M |
| 4 | Glenn Greenberg - Brave Warrior Advisors | 10.76% | Reduce -10.4% | 3,546,006 | $266.27M |
| 5 | Wallace Weitz - Weitz Investment Management | 2.90% | Add +2.2% | 1,210,905 | $90.93M |
| 6 | Vulcan Value Partners - Vulcan Value Partners | 0.92% | Reduce -43.0% | 690,467 | $51.85M |
| 7 | Valley Forge Capital Management - Valley Forge Capital Management | 1.20% | New | 147,799 | $11.1M |
| 8 | Leon Cooperman - Leon Cooperman | 0.14% | Reduce -18.4% | 141,300 | $10.61M |
| 9 | Torray Funds - Torray Funds | 1.42% | Add +85.4% | 111,470 | $8.37M |
| 10 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -1.2% | 5,924 | $445K |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 0.00% | Reduce -5.1% | 5,655 | $425K |
| 12 | First Eagle - First Eagle Investment Management | 0.00% | - | 1,168 | $88K |
Loading holder history for ESRX…