Sector rotation

Health Care

+$22.6B

high-conviction flow IN · rank #1/11

Across 4281 funds with a position change, 2174 added / 2107 trimmed Health Care this quarter. The names and managers driving it are below.

Quarter ended 2026-03-31SEC EDGAR 13F · 2026-03-31

13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.

net flow

+$22.6B

breadth

51% adding

changed funds

4,281

High-conviction filers are buying

5 names · conviction-weighted net flow

High-conviction filers are selling

7 names · conviction-weighted net flow

UNHUNITEDHEALTH GROUP INC

782↑/1095↓

−$2.1B 2

VRTXVERTEX PHARMACEUTICALS INC

459↑/431↓

−$1.3B 3

ELVELEVANCE HEALTH INC

363↑/502↓

−$1.1B 4

HCAHCA HEALTHCARE INC

BSXBOSTON SCIENTIFIC CORP

497↑/546↓

−$737.5M

Loading Health Care buyers

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Loading Health Care sellers

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Funds driving the rotation

Highest conviction-weighted net flow by fund

Buying in

TWO SIGMA INVESTMENTS, LPFQS 54

Janus Henderson Group Ltd.FQS 47

+$1.9B

PRIMECAP MANAGEMENT CO/CA/FQS 54

+$1.9B

Fisher Asset Management, LLCFQS 42

+$1.7B

Selling out

Skandinaviska Enskilda Banken AB (publ)FQS 53

−$1.6B

Loading funds driving the rotation

Preparing sourced rows

Your agent can pull this. Same sector rotation, sourced and caveated, via MCP or REST.

{ }capital_rotation · API & MCP

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.