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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 2016 it was held by 8 managers with an aggregate reported value of $2.31B, which is 0.32% of the combined portfolio.

As of Q1 2016, 8 tracked institutional managers held ESRX (Express Scripts Holding Co) with an aggregate reported value of $2.31B0.32% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2016
Ticker
ESRX

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox1.48%Reduce -13.5%22,069,813$1.52B
2Christopher Davis - Davis Advisors 1.56%Reduce -7.0%5,142,979$353.27M
3David Rolfe - Wedgewood Partners4.97%Reduce -22.1%3,987,074$273.87M
4Wallace Weitz - Weitz Investment Management2.55%Reduce -0.1%1,057,939$72.67M
5Torray Funds - Torray Funds3.08%Add +57.1%860,378$59.1M
6Steven Check - Check Capital Management2.91%Add +1.6%400,880$27.54M
7Robert Olstein - Olstein Capital Management1.20%Add +167.6%131,100$9.01M
8First Eagle - First Eagle Investment Management0.00%-1,168$80K
Loading holder history for ESRX