CIGNA INVESTMENTS INC

BLOOMFIELD, CT Investment Advisor How do I update this listing?

Cigna Investments is based out of Bloomfield. Cigna Investments is a large advisory firm with 86 clients and discretionary assets under management (AUM) of $33,187,237,186 (Form ADV from 2019-09-01). Their last reported 13F filing for Q1 2020 included $776,606,000 in managed 13F securities and a top 10 holdings concentration of 23.13%. Cigna Investments's largest holding is Microsoft Corp. with shares held of 252,517. Cigna Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $776.606 Million
  • Prior Market Value $945.115 Million
  • New Purchases31 stocks
  • Additional Purchases461 stocks
  • Sold out of72 stocks
  • Reduced holdings in43 stocks
  • Top 10 Holdings % 23.13 %
  • Turnover % [1]:17.02%
  • Turnover Alt % [2]: 8.76 %
  • Time Held Top20:7.90 quarters
  • Time Held Top10:8.40 quarters
  • Time Held All:10.97 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -10.76%
Performance Last 4 Quarters: 0.97%
Performance Metrics
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Cigna Health and Life Insurance Company
Cigna Holding Co
Connecticut General Life Insurance Company
Life Insurance Company of North America

View Last Form Adv Compilation Report on Record

CIGNA INVESTMENTS, INC.
Classified as Hedge Fund
900 COTTAGE GROVE ROAD A5LGL
BLOOMFIELD CT    06002
Country: United States

Business Phone: 860-226-3723
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 131
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,PRO-RATA EXPENSE ALLOCATION
Amount of client funds and securities: 33,160,100,000
Total Number of Clients: 86
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CIGNA INVESTMENTS, INC.

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIGNA AFFILIATES REALTY INVESTMENT GROUP LLC (CARING) United States 805-8766263139 Real Estate Fund 417,059,733 0 Fund of Funds
AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT) United States 805-1665876912 Liquidity Fund 1,392,412,384 0

CIGNA INVESTMENTS, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CIGNA INVESTMENT GROUP, INC. SHAREHOLDER 11/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER direct 1983-11-01
CIGNA INVESTMENTS INC SHAREHOLDER direct 1983-11-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
SATALINE, FRANK DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR, PRESIDENT, CHAIRMAN OF THE BOARD, AND SENIOR MANAGING DIRECTOR direct 2008-09-01
CIGNA INVESTMENTS, INC. DIRECTOR, PRESIDENT, CHAIRMAN OF THE BOARD, AND SENIOR MANAGING DIRECTOR direct 2012-07-01
CIGNA INVESTMENTS, INC. DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER direct 2012-07-01
CIGNA INVESTMENTS INC SENIOR MANAGING DIRECTOR direct 2003-07-01
CIGNA INVESTMENTS, INC. DIRECTOR, SENIOR MANAGING DIRECTOR direct 2008-09-01
SNOW, CHRISTOPHER DIRECTOR 05/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR direct 2009-05-01
RUSSELL, DAVID, ANDREW DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER direct 2014-07-01
CANDERA, LISA, MARIE CHIEF COMPLIANCE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. CHIEF COMPLIANCE OFFICER direct 2018-06-01
CIGNA HOLDINGS, INC. SHAREHOLDER CIGNA INVESTMENT GROUP, INC. 11/01/1983 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1983-11-01
CIGNA INVESTMENTS INC SHAREHOLDER indirect 1983-11-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
CIGNA FINANCIAL SERVICES, INC. SOLE SHAREHOLDER indirect 1996-01-01 2004-03-04
GLOBAL PORTFOLIO STRATEGIES INC SHAREHOLDER indirect 1983-11-01 2004-03-29
CIGNA INVESTMENT ADVISORS, INC. SHAREHOLDER direct 1983-11-01 2007-12-05
CIGNA CORPORATION SHAREHOLDER CIGNA HOLDINGS, INC. 03/01/1982 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1982-03-01
CIGNA INVESTMENTS INC SHAREHOLDER indirect 1982-03-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
CIGNA FINANCIAL SERVICES, INC. SOLE SHAREHOLDER indirect 1996-01-01 2004-03-04
GLOBAL PORTFOLIO STRATEGIES INC SHAREHOLDER indirect 1982-03-01 2004-03-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CIGNA AFFILIATES REALTY INVESTMENT GROUP LLC (CARING) United States 805-8766263139 Real Estate Fund 487,650,505 0
AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT) United States 805-1665876912 Liquidity Fund 548,649,835 0

CIGNA INVESTMENTS, INC.

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
CIGNA INVESTMENT GROUP, INC. SHAREHOLDER 11/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER direct 1983-11-01
CIGNA INVESTMENTS INC SHAREHOLDER direct 1983-11-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
SATALINE, FRANK DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR, PRESIDENT, CHAIRMAN OF THE BOARD, AND SENIOR MANAGING DIRECTOR direct 2008-09-01
CIGNA INVESTMENTS, INC. DIRECTOR, PRESIDENT, CHAIRMAN OF THE BOARD, AND SENIOR MANAGING DIRECTOR direct 2012-07-01
CIGNA INVESTMENTS, INC. DIRECTOR, CHAIRMAN OF THE BOARD, PRESIDENT, AND CHIEF INVESTMENT OFFICER direct 2012-07-01
CIGNA INVESTMENTS INC SENIOR MANAGING DIRECTOR direct 2003-07-01
CIGNA INVESTMENTS, INC. DIRECTOR, SENIOR MANAGING DIRECTOR direct 2008-09-01
SNOW, CHRISTOPHER DIRECTOR 05/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR direct 2009-05-01
SOMERS II, DAVID, MICHAEL CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2012-03-01
INDEPENDENT PORTFOLIO CONSULTANTS, INC. ASSISTANT SECRETARY direct 2001-11-01
RUSSELL, DAVID, ANDREW DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIGNA INVESTMENTS, INC. DIRECTOR, ASSISTANT VICE PRESIDENT AND TREASURER direct 2014-07-01
CIGNA HOLDINGS, INC. SHAREHOLDER CIGNA INVESTMENT GROUP, INC. 11/01/1983 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1983-11-01
CIGNA INVESTMENTS INC SHAREHOLDER indirect 1983-11-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
CIGNA FINANCIAL SERVICES, INC. SOLE SHAREHOLDER indirect 1996-01-01 2004-03-04
GLOBAL PORTFOLIO STRATEGIES INC SHAREHOLDER indirect 1983-11-01 2004-03-29
CIGNA INVESTMENT ADVISORS, INC. SHAREHOLDER direct 1983-11-01 2007-12-05
CIGNA CORPORATION SHAREHOLDER CIGNA HOLDINGS, INC. 03/01/1982 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TIMESSQUARE CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1982-03-01
CIGNA INVESTMENTS INC SHAREHOLDER indirect 1982-03-01
CIGNA INTERNATIONAL INVESTMENT ADVISORS LTD SHAREHOLDER indirect 1987-09-01
CIGNA FINANCIAL SERVICES, INC. SOLE SHAREHOLDER indirect 1996-01-01 2004-03-04
GLOBAL PORTFOLIO STRATEGIES INC SHAREHOLDER indirect 1982-03-01 2004-03-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
AMENDED AND RESTATED INVESTMENT POOLING AGREEMENT (CORPORATE LIQUIDITY ACCOUNT) United States 805-1665876912 Liquidity Fund 996,950,614 0

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