Feed / Theme
Confirmed

Managed Care Providers

4 names are moving together; 75% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ELVElevance Health, Inc.Healthcare-9.5%Group member
MOHMolina Healthcare IncHealthcare-3.4%Group member
CNCCentene CorporationHealthcare-3.1%Most structurally connected
UNHUnitedHealth Group IncorporatedHealthcare-1.7%Group member

Why we believe this

Cohort

4 names

Participation

75% this session

Observed history

1 daily builds

Filing coverage

4/4 members

restructuring

Impairment During the year ended December 31, 2025, we recorded total impairment charges of $7.3 billion driven by a $6.7 billion goodwill impairment, $513 million Magellan Health impairment, $55 million intangible asset impairment related to the wind-down of certain contracts in the Other segment, and $20 million owned real estate impairment.

CNC 10-K

restructuring affecting revenue

Net losses on financial instruments decreased due to lower impairment on other invested assets and lower realized losses on sales of financial instruments.

ELV 10-Q

credit / rates

As of March 31, 2026, there were no limitations on the availability of our Revolving Credit Facility as a result of the debt-to-capital ratio.

CNC 10-Q

Managed Care Providers can stay leader-led if secondary names fail to join while CNC keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.