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Elanco Animal Health

400 hedge funds and large institutions have $10.9B invested in Elanco Animal Health in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 116

10% more capital invested

Capital invested by funds: $9.85B → $10.9B (+$1.03B)

6% more funds holding

Funds holding: 376400 (+24)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.57% less ownership

Funds ownership: 99.62%99.06% (-0.57%)

8% less call options, than puts

Call options by funds: $35M | Put options by funds: $38.1M

Holders
400
Holders Change
+24
Holders Change %
+6.38%
% of All Funds
7.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
86
Increased
139
Reduced
116
Closed
56
Calls
$35M
Puts
$38.1M
Net Calls
-$3.07M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
Evolution Wealth Advisors
Florida
$47K +$41.5K +1,527 +2,727%
CFG
327
Citizens Financial Group
Rhode Island
$45K +$15.9K +584 +62%
RWB
328
RMR Wealth Builders
New Jersey
$42K +$39K +1,435 New
QCG
329
Quadrant Capital Group
Ohio
$38K -$11.8K -435 -25%
TFA
330
Toth Financial Advisory
Virginia
$36K
CSS
331
Cubist Systematic Strategies
Connecticut
$35K -$1.4M -51,463 -98%
SFSIG
332
San Francisco Sentry Investment Group
California
$34K -$109 -4 -0.3%
Chevy Chase Trust
333
Chevy Chase Trust
Maryland
$33K +$30.3K +1,114 New
FHA
334
First Horizon Advisors
Tennessee
$32K
IFAM
335
Institutional & Family Asset Management
Colorado
$31K
CCM
336
Copeland Capital Management
Pennsylvania
$29K
FWM
337
Focused Wealth Management
New York
$29K
RWA
338
Ropes Wealth Advisors
Massachusetts
$25K -$4.51K -166 -16%
SIAS
339
Shine Investment Advisory Services
Colorado
$24K
SCA
340
Stonebridge Capital Advisors
Minnesota
$24K
ZB
341
Zions Bancorporation
Utah
$17K
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K -$42.9K -1,580 -75%
RIA
343
Realta Investment Advisors
Delaware
$16K -$9.51K -350 -39%
MA
344
MCF Advisors
Kentucky
$15K +$13.6K +500 New
RE
345
RBC Europe
United Kingdom
$14.7K +$13.6K +500 New
NFG
346
Next Financial Group
Texas
$14K
GRP
347
Global Retirement Partners
California
$13K -$2.83K -104 -20%
BFC
348
Bedel Financial Consulting
Indiana
$13K
BCA
349
Berman Capital Advisors
Georgia
$12K
SPIA
350
Steward Partners Investment Advisory
New York
$12K

ELAN Hedge Fund Activity: Q4 2019 in Review

400 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Elanco Animal Health (ELAN) for Q4 2019, worth a combined $10.9B — up 10% from $9.85B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ELAN positions and 56 closed out — a net gain of 30 holders — while 139 added to existing stakes and 116 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $146M. The largest seller was Morgan Stanley, cutting an estimated $230M.

  • 400 institutional investors held Elanco Animal Health (ELAN) as of Q4 2019, up from 376 in Q3 2019.
  • Funds reported $10.9B of Elanco Animal Health stock for Q4 2019, up 10% quarter-over-quarter.
  • 86 funds opened new Elanco Animal Health positions in Q4 2019 and 56 closed out, a net change of +30 holders.
  • The largest Elanco Animal Health buyer in Q4 2019 was Amundi Asset Management US, an estimated $146M added.
  • The largest Elanco Animal Health seller in Q4 2019 was Morgan Stanley, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2019.