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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 2017 it was held by 10 managers with an aggregate reported value of $2.42B, which is 0.31% of the combined portfolio.

As of Q1 2017, 10 tracked institutional managers held ESRX (Express Scripts Holding Co) with an aggregate reported value of $2.42B0.31% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2017
Ticker
ESRX

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

Holders

1Dodge & Cox - Dodge & Cox1.61%Add +35.9%28,800,496$1.9B
2Christopher Davis - Davis Advisors 1.21%Reduce -1.3%4,257,264$280.6M
3Glenn Greenberg - Brave Warrior Advisors4.45%Reduce -25.2%1,413,775$93.18M
4Seth Klarman - Baupost Group 0.95%New1,228,619$80.98M
5Steven Check - Check Capital Management4.12%Add +31.6%674,989$44.49M
6Bryan Lawrence - Oakcliff Capital13.09%New207,637$13.69M
7David Rolfe - Wedgewood Partners0.16%Reduce -94.6%92,675$6.11M
8First Pacific Advisors - First Pacific Advisors0.02%New33,700$2.22M
9Yacktman Asset Management - Yacktman Asset Management0.01%New15,200$1M
10First Eagle - First Eagle Investment Management0.00%-1,168$77K
Loading holder history for ESRX