Vault-13

CLOVER HEALTH INVESTMENTS CO CLOV

COM CL A · Common Stock · CUSIP 18914F103 · ISIN US18914F1030

U.S. healthcare company

158 institutional holders -18 vs Q4 2022
123,265,843123.3m shares reported held*
$104.2mreported value*
14 new 48 added 45 reduced 30 sold out net sold ≈ $655.9k (-776.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.85. Options: 9 managers hold calls ($2.4m notional), 8 hold puts ($1.3m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 175Q4 22: 176Q1 23: 158158Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022175
Q4 2022176
Q1 2023158

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 65 bought or addedQ4 22: 76 cut or sold outQ4 22Q1 23: 62 bought or addedQ1 23: 75 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226576
Q1 20236275

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 22 calls: $8.0mQ3 22 puts: $5.0mQ3 22P/C 0.62Q4 22 calls: $4.4mQ4 22 puts: $2.0mQ4 22P/C 0.45Q1 23 calls: $2.4mQ1 23 puts: $1.3mQ1 23P/C 0.53
Numbers
QuarterCallsPutsP/C
Q3 2022$8.0m$5.0m0.62
Q4 2022$4.4m$2.0m0.45
Q1 2023$2.4m$1.3m0.53

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC Added +2,446,000+2.4m
VOYA INVESTMENT MANAGEMENT LLC Added +2,235,157+2.2m
VANGUARD GROUP INC Added +1,002,557+1.0m
JANUS HENDERSON GROUP PLC Added +764,436+764.4k
Invesco Ltd. Added +590,335+590.3k
Balyasny Asset Management L.P. Added +539,008+539.0k
STRS OHIO Added +397,000+397.0k
GSA CAPITAL PARTNERS LLP Added +311,714+311.7k
GEODE CAPITAL MANAGEMENT, LLC Added +287,443+287.4k
GROUP ONE TRADING LLC Added +261,175+261.2k

Biggest sellers

BAILLIE GIFFORD & CO Sold out -2,645,503-2.6m
JANE STREET GROUP, LLC Reduced -2,244,687-2.2m
MILLENNIUM MANAGEMENT LLC Reduced -931,582-931.6k
Cubist Systematic Strategies, LLC Reduced -681,998-682.0k
BlackRock Inc. Reduced -521,875-521.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -487,848-487.8k
XTX Topco Ltd Sold out -445,652-445.7k
PNC Financial Services Group, Inc. Reduced -344,810-344.8k
GMT Capital Corp Sold out -310,800-310.8k
TWO SIGMA INVESTMENTS, LP Sold out -225,603-225.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5m1.7m shares
SIMPLEX TRADING, LLC Reduced $466.0k552.1k shares
CITADEL ADVISORS LLC Reduced $332.9k393.9k shares
GROUP ONE TRADING LLC Reduced $93.3k110.4k shares
JANE STREET GROUP, LLC Reduced $62.2k73.6k shares
HAP Trading, LLC Reduced $4.0k61.7k shares
Parallax Volatility Advisers, L.P. Reduced $1.1k1.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
Cutler Group LLC / CA Reduced $010.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $654.2k769.7k shares
CITADEL ADVISORS LLC Reduced $366.2k433.3k shares
SIMPLEX TRADING, LLC Added $103.0k122.8k shares
JANE STREET GROUP, LLC Added $87.9k104.0k shares
GROUP ONE TRADING LLC Added $55.4k65.6k shares
Cutler Group LLC / CA Added $5.0k26.6k shares
Parallax Volatility Advisers, L.P. Reduced $339400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution new · filed 2025-07-17 7.2% new 29.8m≈ $156.2m 2025-07-17

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q1 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 0 sellingQ1 22: 2 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20222$501.0k0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 33,161,30533.2m $28.0m $28.0m 0.00% Added +1.0m +1,002,557
2 BlackRock Inc. 0.00% of their portfolio New York, NY 26,603,10626.6m $22.5m $22.5m 0.00% Reduced -521.9k -521,875
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 8,813,0868.8m $7.4m $7.4m 0.00% Reduced -30.8k -30,826
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 6,905,3016.9m $5.8m $5.8m 0.00% Added +287.4k +287,443
5 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 6,848,4006.8m $5.8m $5.8m 0.01% Added +2.4m +2,446,000
6 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,263,2205.3m $4.4m $4.4m 0.00% Reduced -344.8k -344,810
7 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 3,311,9513.3m $2.8m $2.8m 0.00% Reduced -161.7k -161,706
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 2,386,6232.4m $2.0m $2.0m 0.00% Reduced -185.2k -185,151
9 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 2,385,7452.4m $2.0m $2.0m 0.00% Added +2.2m +2,235,157
10 JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio London, X0 2,365,1182.4m $2.0m $2.0m 0.03% Unchanged
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 1,871,8121.9m $1.6m $1.6m 0.00% Reduced -57.1k -57,055
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,575,6591.6m $1.3m $1.3m 0.00% Reduced -1.9k -1,881
13 PERCEPTIVE ADVISORS LLC 0.04% of their portfolio NEW YORK, NY 1,500,0001.5m $1.3m $1.3m 0.04% Unchanged
14 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 1,389,9161.4m $1.2m $1.2m 0.01% Added +165.2k +165,216
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 1,379,8241.4m $1.2m $1.2m 0.00% Reduced -487.8k -487,848
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,188,0831.2m $1.0m $1.0m 0.00% Added +125.5k +125,489
17 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 1,041,8221.0m $880.0k $880.0k 0.00% Reduced -10.0k -10,016
18 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 985,094985.1k $832.5k $832.5k 0.00% Added +590.3k +590,335
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 975,639975.6k $824.5k $824.5k 0.00% Added +151.9k +151,931
20 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 828,279828.3k $700.2k $700.2k 0.00% Added +764.4k +764,436
21 Swiss National Bank 0.00% of their portfolio ZURICH, V8 703,700703.7k $594.7k $594.7k 0.00% Reduced -82.9k -82,900
22 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 595,500595.5k $501.0k $501.0k 0.00% Added +397.0k +397,000
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 581,481581.5k $491.4k $491.4k 0.00% Added +6.5k +6,483
24 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 579,191579.2k $489.5k $489.5k 0.00% Added +539.0k +539,008
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 551,171551.2k $465.8k $465.8k 0.00% Reduced -32.3k -32,295
26 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 479,433479.4k $405.0k $405.0k 0.00% Added +16.7k +16,699
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 461,877461.9k $390.0k $390.0k 0.00% Added +92.0k +92,006
28 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 430,030430.0k $363.4k $363.4k 0.00% Reduced -7.2k -7,223
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 391,646391.6k $331.0k $331.0k 0.00% Reduced -2.2m -2,244,687
30 GROUP ONE TRADING LLC 0.02% of their portfolio CHICAGO, IL 389,500389.5k $329.2k $329.2k 0.02% Added +261.2k +261,175
31 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 386,365386.4k $327.0k $327.0k 0.03% Added +311.7k +311,714
32 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 381,177381.2k $322.1k $322.1k 0.00% Reduced -682.0k -681,998
33 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 375,800375.8k $317.6k $317.6k 0.00% Unchanged
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 273,430273.4k $231.0k $231.0k 0.00% Reduced -1.2k -1,207
35 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 263,953264.0k $223.0k $223.0k 0.00% Added +245.8k +245,792
36 SAGE RHINO CAPITAL LLC 0.06% of their portfolio MENLO PARK, CA 261,500261.5k $221.0k $221.0k 0.06% Unchanged
37 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 259,017259.0k $218.9k $218.9k 0.00% Added +82 +82
38 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 258,778258.8k $218.7k $218.7k 0.00% Reduced -28.5k -28,462
39 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 249,966250.0k $211.2k $211.2k 0.00% Added +74.0k +73,952
40 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 236,256236.3k $199.7k $199.7k 0.00% Added +81.6k +81,618
41 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 228,252228.3k $192.9k $192.9k 0.00% Reduced -74.7k -74,700
42 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 214,239214.2k $181.1k $181.1k 0.00% Added +66.3k +66,290
43 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 186,449186.4k $157.6k $157.6k 0.00% Added +3.7k +3,711
44 Virtu Financial LLC 0.02% of their portfolio New York, NY 180,665180.7k $153.0k $153.0k 0.02% Reduced -926 -926
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 180,209180.2k $152.0k $152.0k 0.00% Reduced -7.2k -7,185
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 170,000170.0k $143.7k $143.7k 0.00% Added +94.6k +94,594
47 Legal & General Group Plc 0.00% of their portfolio London, X0 166,771166.8k $140.9k $140.9k 0.00% Added +13.7k +13,717
48 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 151,424151.4k $128.0k $128.0k 0.00% Unchanged
49 MSD Partners, L.P. 0.01% of their portfolio NEW YORK, NY 147,381147.4k $124.6k $124.6k 0.01% Unchanged
50 CREDIT AGRICOLE S A 0.01% of their portfolio Montrouge Cedex, I0 146,000146.0k $123.4k $123.4k 0.01% New
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 141,869141.9k $119.9k $119.9k 0.00% Reduced -203.1k -203,084
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 140,841140.8k $119.0k $119.0k 0.00% Added +64.9k +64,920
53 State of Wyoming 0.03% of their portfolio CHEYENNE, WY 126,126126.1k $106.6k $106.6k 0.03% Reduced -68.5k -68,460
54 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 122,739122.7k $103.7k $103.7k 0.00% Reduced -50.4k -50,446
55 Graham Capital Management, L.P. 0.00% of their portfolio ROWAYTON, CT 115,549115.5k $97.7k $97.7k 0.00% New
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 105,780105.8k $89.4k $89.4k 0.00% Added +71.2k +71,240
57 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 94,46594.5k $79.8k $79.8k 0.00% Added +2.5k +2,543
58 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 93,97194.0k $79.4k $79.4k 0.00% Added +40.1k +40,097
59 SignalPoint Asset Management, LLC 0.02% of their portfolio SPRINGFIELD, MO 73,46673.5k $62.0k $62.0k 0.02% Added +3.0k +3,000
60 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 69,85469.9k $60.0k $60.0k 0.00% Reduced -153.3k -153,349
61 Performa Ltd (US), LLC 0.03% of their portfolio CHARLESTON, SC 65,00065.0k $54.9k $54.9k 0.03% Added +7.0k +7,000
62 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 60,44860.4k $51.0k $51.0k 0.00% Added +10.6k +10,553
63 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 57,75057.8k $48.8k $48.8k 0.00% Reduced -34.0k -34,000
64 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 53,68553.7k $45.0k $45.0k 0.00% Reduced -8.1k -8,104
65 SeaCrest Wealth Management, LLC 0.01% of their portfolio PURCHASE, NY 47,03047.0k $39.7k $39.7k 0.01% Unchanged
66 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 46,05046.0k $39.1k $39.1k 0.00% Reduced -9.8k -9,838
67 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 45,46845.5k $38.4k $38.4k 0.00% Reduced -4.2k -4,240
68 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 44,66844.7k $37.7k $37.7k 0.00% Unchanged
69 Atom Investors LP 0.02% of their portfolio AUSTIN, TX 43,29443.3k $36.6k $36.6k 0.02% Reduced -23.2k -23,188
70 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 42,82242.8k $36.2k $36.2k 0.00% Reduced -3.9k -3,899
71 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 42,20042.2k $36.0k $36.0k 0.00% Unchanged
72 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 40,08040.1k $33.9k $33.9k 0.00% New
73 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 38,40238.4k $32.5k $32.5k 0.00% Added +2.6k +2,650
74 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 36,26036.3k $31.0k $31.0k 0.00% Reduced -325 -325
75 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 36,09936.1k $30.5k $30.5k 0.00% Reduced -1.7k -1,742
76 Qtron Investments LLC 0.01% of their portfolio Boston, MA 34,83934.8k $29.4k $29.4k 0.01% Unchanged
77 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 34,63534.6k $30.1k $30.1k 0.00% Added +3.2k +3,228
78 FMR LLC 0.00% of their portfolio BOSTON, MA 34,01634.0k $28.7k $28.7k 0.00% Added +26.8k +26,824
79 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 33,60533.6k $28.4k $28.4k 0.00% Reduced -29.2k -29,215
80 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 30,00030.0k $25.4k $25.4k 0.00% New
81 Texas Capital Bank Wealth Management Services Inc 0.00% of their portfolio Dallas, TX 30,00030.0k $25.4k $25.4k 0.00% Unchanged
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 29,92429.9k $25.3k $25.3k 0.00% Added +6.1k +6,052
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 28,61628.6k $24.2k $24.2k 0.00% Unchanged
84 Cutler Group LLC / CA 0.00% of their portfolio SAN FRANCISCO, CA 27,65227.7k $23.0k $23.0k 0.00% Reduced -5.0k -5,044
85 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 26,89026.9k $23.0k $23.0k 0.00% Added +13.4k +13,393
86 Viewpoint Capital Management LLC 0.02% of their portfolio SEATTLE, WA 25,50025.5k $21.6k $21.6k 0.02% Added +10.0k +10,000
87 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 24,64924.6k $20.8k $20.8k 0.00% Unchanged
88 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 24,37024.4k $20.6k $20.6k 0.00% Unchanged
89 PICTET ASSET MANAGEMENT SA 0.00% of their portfolio GENEVA 73, V8 22,84822.8k $19.3k $19.3k 0.00% Unchanged
90 XPONANCE LLC 0.00% of their portfolio PHILADELPHIA, PA 22,04722.0k $18.6k $18.6k 0.00% Unchanged
91 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 22,04122.0k $18.6k $18.6k 0.00% Reduced -1.9k -1,863
92 Brainard Capital Management LLC 0.01% of their portfolio Austin, TX 20,68320.7k $17.5k $17.5k 0.01% Unchanged
93 Legacy Advisors, LLC 0.00% of their portfolio PLYMOUTH MEETING, PA 20,25820.3k $17.1k $17.1k 0.00% Unchanged
94 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,86819.9k $17.0k $17.0k 0.00% Reduced -931.6k -931,582
95 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 19,69719.7k $16.6k $16.6k 0.00% Added +3.0k +3,022
96 Jaffetilchin Investment Partners, LLC 0.00% of their portfolio TAMPA, FL 18,44318.4k $15.6k $15.6k 0.00% New
97 Sterling Investment Advisors, Ltd. 0.00% of their portfolio BERWYN, PA 16,52016.5k $14.0k $14.0k 0.00% Unchanged
98 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,42016.4k $14.0k $14.0k 0.00% Reduced -14.6k -14,640
99 Belfer Management LLC 0.35% of their portfolio New York, NY 16,01716.0k $13.5k $13.5k 0.35% Added +1.4k +1,402
100 Abacus Planning Group, Inc. 0.00% of their portfolio COLUMBIA, SC 14,18114.2k $12.0k $12.0k 0.00% Unchanged