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Elanco Animal Health

354 hedge funds and large institutions have $7.25B invested in Elanco Animal Health in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $69M | Put options by funds: $23.2M

34% more capital invested

Capital invested by funds: $5.41B → $7.25B (+$1.83B)

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

1.37% more ownership

Funds ownership: 97.31%98.68% (+1.4%)

1% more funds holding

Funds holding: 350354 (+4)

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
354
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
59
Increased
103
Reduced
130
Closed
50
Calls
$69M
Puts
$23.2M
Net Calls
+$45.8M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
301
Red Tortoise LLC
Georgia
$6.08K +$4.62K +408 New
TWM
302
Tradition Wealth Management
Minnesota
$6K
PS
303
Principal Securities
Iowa
$5.95K +$4.52K +399 New
CWM
304
CarsonAllaria Wealth Management
Illinois
$5.33K
CAL
305
Capital Advisors Ltd
Ohio
$5K
SPIA
306
Steward Partners Investment Advisory
New York
$4.84K
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$4.63K
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.51K
BLC
309
Brown, Lisle/Cummings
Rhode Island
$4.47K
HI
310
Harbour Investments
Wisconsin
$4.47K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$4.22K -$1.74K -154 -35%
NSIM
312
North Star Investment Management
Illinois
$4.17K -$1.45K -128 -31%
PWMG
313
Private Wealth Management Group
New Jersey
$4.13K +$3.14K +277 New
QC
314
Quent Capital
New York
$4.02K +$3.06K +270 New
AWM
315
Avior Wealth Management
Nebraska
$3.67K
JWA
316
JFS Wealth Advisors
Pennsylvania
$3.61K +$159 +14 +6%
SIC
317
Salem Investment Counselors
North Carolina
$3.28K
CA
318
Crewe Advisors
Utah
$3.2K +$2.44K +215 New
VNA
319
Valley National Advisers
Pennsylvania
$3K +$2.38K +210 New
GI
320
GAMMA Investing
California
$2.9K +$2.23K +197 New
IA
321
IFP Advisors
Florida
$2.81K
GRP
322
Global Retirement Partners
California
$2.81K +$884 +78 +72%
BGAI
323
Bruce G. Allen Investments
Colorado
$2.67K +$2.03K +179 New
WBC
324
West Branch Capital
Massachusetts
$2.59K
CHA
325
Carmichael Hill & Associates
Maryland
$2.55K

ELAN Hedge Fund Activity: Q4 2023 in Review

354 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Elanco Animal Health (ELAN) for Q4 2023, worth a combined $7.25B — up 34% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ELAN positions and 50 closed out — a net gain of 9 holders — while 103 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $89.8M. The largest seller was Rokos Capital Management (UK), exiting entirely with an estimated $60.5M sold.

  • 354 institutional investors held Elanco Animal Health (ELAN) as of Q4 2023, up from 350 in Q3 2023.
  • Funds reported $7.25B of Elanco Animal Health stock for Q4 2023, up 34% quarter-over-quarter.
  • 59 funds opened new Elanco Animal Health positions in Q4 2023 and 50 closed out, a net change of +9 holders.
  • The largest Elanco Animal Health buyer in Q4 2023 was Morgan Stanley, an estimated $89.8M added.
  • The largest Elanco Animal Health seller in Q4 2023 was Rokos Capital Management (UK), an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2023.