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Elanco Animal Health
ELAN

371 hedge funds and large institutions have $8.52B invested in Elanco Animal Health in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $40.2M | Put options by funds: $18.3M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 123

0% more funds holding

Funds holding: 371 → 371 (0)

2.01% less ownership

Funds ownership: 101.45% → 99.44% (-2%)

6% less capital invested

Capital invested by funds: $9.05B → $8.52B (-$536M)

Holders
371
Holders Change
–
Holders Change %
0%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
68
Increased
125
Reduced
123
Closed
65
Calls
$40.2M
Puts
$18.3M
Net Calls
+$21.9M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$290M
2
UBS Group
UBS Group
Switzerland
+$234M
3
BlackRock
BlackRock
New York
+$99.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$70.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$58.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$186M
2
AAMU
Amundi Asset Management US
Massachusetts
-$145M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
4
UBS AM
UBS AM
Illinois
-$105M
5
DCP
DSM Capital Partners
Florida
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
301
Ropes Wealth Advisors
Massachusetts
$30K – – –
EWA
302
Evolution Wealth Advisors
Florida
$29K – – –
S
303
SignatureFD
Georgia
$25K -$2.72K -123 -10%
IFAM
304
Institutional & Family Asset Management
Colorado
$23K – – –
VFA
305
Valeo Financial Advisors
Indiana
$22K +$12K +544 +108%
CCM
306
Copeland Capital Management
Pennsylvania
$21K – – –
FWM
307
Focused Wealth Management
New York
$17K – – –
SCA
308
Stonebridge Capital Advisors
Minnesota
$17K – – –
PAM
309
Panagora Asset Management
Massachusetts
$16K +$16.3K +737 New
AWM
310
Apollon Wealth Management
South Carolina
$16K +$16.6K +750 New
NEAM
311
New England Asset Management
Connecticut
$15K – – –
POIA
312
Pin Oak Investment Advisors
Texas
$15K – – –
CFGS
313
Concourse Financial Group Securities
Alabama
$15K +$8.44K +382 +127%
CCA
314
Column Capital Advisors
Indiana
$13K +$13.5K +613 New
BFC
315
Bedel Financial Consulting
Indiana
$12K +$2.21K +100 +22%
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
LC
317
Lindbrook Capital
California
$10K – – –
GRP
318
Global Retirement Partners
California
$9K -$2.74K -124 -23%
SPIA
319
Steward Partners Investment Advisory
New York
$9K – – –
PWMG
320
Prestige Wealth Management Group
New Jersey
$8K – – –
SL
321
Savior LLC
Massachusetts
$8K – – –
TWA
322
TCI Wealth Advisors
Arizona
$8K +$2.45K +111 +39%
QCG
323
Quadrant Capital Group
Ohio
$8K +$3.89K +176 +85%
FHA
324
Flagship Harbor Advisors
Massachusetts
$8K +$8.57K +388 New
H
325
Hexavest
Quebec, Canada
$7K – – –
11 12
13
14 15

ELAN Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Elanco Animal Health (ELAN) for Q2 2020, worth a combined $8.52B — down 5.9% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ELAN positions and 65 closed out — a net gain of 3 holders — while 125 added to existing stakes and 123 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $290M. The largest seller was Invesco, cutting an estimated $186M.

  • 371 institutional investors held Elanco Animal Health (ELAN) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $8.52B of Elanco Animal Health stock for Q2 2020, down 5.9% quarter-over-quarter.
  • 68 funds opened new Elanco Animal Health positions in Q2 2020 and 65 closed out, a net change of +3 holders.
  • The largest Elanco Animal Health buyer in Q2 2020 was Aristotle Capital Management, an estimated $290M added.
  • The largest Elanco Animal Health seller in Q2 2020 was Invesco, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2020.