CLOV β€” CLOVER HEALTH INVESTMENTS CO

Ownership history in JUPITER ASSET MANAGEMENT LTD  Β·  12 quarters on record

This page tracks every 13F SEC filing in which JUPITER ASSET MANAGEMENT LTD reported a position in CLOVER HEALTH INVESTMENTS CO (CLOV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2022 Q2)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
12

Position Intelligence

JUPITER ASSET MANAGEMENT LTD Γ— CLOV AI Analytics

πŸ“ˆ JUPITER ASSET MANAGEMENT LTD outperformed the S&P 500 by +162.4% annually on this CLOV position. Timing score: 57% (4/7 decisions correct). Average cost basis: $2.00. Maximum drawdown during holding period: –77.7%.

πŸ“ˆ Position Alpha vs SPY
+162.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 162.4% per year on this position.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$2.00
+53.0% vs current ($3.06)

Best entry: $0.79 (2024 Q1)  Β·  Worst: $3.55 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–77.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
62%
buy-side decisions

5 adds Β· 3 trims. Bought during 4 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CLOV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 850,884 -88,706 -9.4% 0.02% $2.6M $3.06
2025 Q2 ADDED 939,590 +800,581 +575.9% 0.02% $2.6M $2.79
2025 Q1 REDUCED 139,009 -4,386,070 -96.9% 0.00% $499K $3.59
2024 Q1 ADDED 4,525,079 +692,878 +18.1% 0.03% $3.6M $0.79
2023 Q4 ADDED 3,832,201 +1,467,083 +62.0% 0.04% $3.6M $0.95
2023 Q3 UNCHANGED 2,365,118 β€” 0% 0.03% $2.6M $1.08
2023 Q2 UNCHANGED 2,365,118 β€” 0% 0.02% $2.1M $0.90
2023 Q1 UNCHANGED 2,365,118 β€” 0% 0.03% $2.0M $0.85
2022 Q4 UNCHANGED 2,365,118 β€” 0% 0.03% $2.2M $0.93
2022 Q3 REDUCED 2,365,118 -297,863 -11.2% 0.06% $4.0M $1.70
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CLOV

As of 2025 Q4 β€” sorted by position size

Soviero Asset Management, LP 3Y 0.84% Soviero Asset Management, LP 3Y 0.54% SAGE RHINO CAPITAL LLC 3Y 0.09% Turtle Creek Wealth Advisors, LLC 0.03% Viewpoint Capital Management LLC 3Y 0.03% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03% Silverleafe Capital Partners, LLC 3Y 7Y 0.03% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.03% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.02% AXQ CAPITAL, LP 3Y 0.02%
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