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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 2018 it was held by 6 managers with an aggregate reported value of $2.72B, which is 0.32% of the combined portfolio.

As of Q1 2018, 6 tracked institutional managers held ESRX (Express Scripts Holding Co) with an aggregate reported value of $2.72B0.32% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2018
Ticker
ESRX

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

Holders

1Dodge & Cox - Dodge & Cox1.95%Add +0.6%34,977,619$2.42B
2Richard Pzena - Pzena Investment Management1.09%Reduce -13.8%3,106,946$214.63M
3Steven Check - Check Capital Management4.24%Add +3.8%794,013$54.85M
4Christopher Davis - Davis Advisors 0.12%Reduce -90.2%385,436$26.63M
5Muhlenkamp - Muhlenkamp3.26%Add +114.4%129,559$8.95M
6Yacktman Asset Management - Yacktman Asset Management0.01%-15,200$1.05M
Loading holder history for ESRX