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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 Q4 2016 it was held by 7 managers with an aggregate reported value of $2.05B, which is 0.27% of the combined portfolio.

As of Q4 2016, 7 tracked institutional managers held ESRX (Express Scripts Holding Co) with an aggregate reported value of $2.05B0.27% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2016
Ticker
ESRX

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

Holders

1Dodge & Cox - Dodge & Cox1.29%Reduce -1.0%21,188,820$1.46B
2Christopher Davis - Davis Advisors 1.30%Reduce -7.0%4,315,258$296.85M
3Glenn Greenberg - Brave Warrior Advisors6.20%New1,889,317$129.97M
4David Rolfe - Wedgewood Partners2.90%Reduce -43.6%1,729,027$118.94M
5Steven Check - Check Capital Management3.54%Add +18.8%512,759$35.27M
6Robert Olstein - Olstein Capital Management1.30%Add +3.3%146,700$10.09M
7First Eagle - First Eagle Investment Management0.00%-1,168$80K
Loading holder history for ESRX