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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 Q3 2018 it was held by 6 managers with an aggregate reported value of $4.44B, which is 0.48% of the combined portfolio.

As of Q3 2018, 6 tracked institutional managers held ESRX (Express Scripts Holding Co) with an aggregate reported value of $4.44B0.48% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2018
Ticker
ESRX

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

Holders

1Dodge & Cox - Dodge & Cox2.94%Reduce -3.7%39,936,856$3.79B
2David Abrams - Abrams Capital Management8.02%Add +20.3%3,192,304$303.3M
3Richard Pzena - Pzena Investment Management1.41%Reduce -1.6%3,054,162$290.18M
4Christopher Davis - Davis Advisors 0.16%Add +0.2%387,902$36.86M
5Muhlenkamp - Muhlenkamp5.26%Reduce -0.6%128,695$12.23M
6Steven Check - Check Capital Management0.05%Reduce -99.2%6,175$587K
Loading holder history for ESRX