LongCNCJun 2026
Centene
Diamond Hill initiated a position in Centene as a managed care recovery idea. The manager believes reimbursement rates have a realistic path to catch up with underlying cost…
CNC
Which hedge funds are long CNC?
4 published ideas on Centene across 3 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Centene: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCNCJun 2026
Centene
Diamond Hill initiated a position in Centene as a managed care recovery idea. The manager believes reimbursement rates have a realistic path to catch up with underlying cost…
LongCNCJun 2026
Centene Corporation
Diamond Hill initiated Centene because it believes managed-care margins have a realistic path to recovery. The core mechanism is reimbursement rates catching up with underlying…
LongCNCJun 2026
Centene Corporation
Diamond Hill initiated a position in Centene because it believes managed-care margins now have a realistic path to recovery over the next few years. The recovery thesis depends…