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Elanco Animal Health

350 hedge funds and large institutions have $5.41B invested in Elanco Animal Health in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $14.1M

14% more capital invested

Capital invested by funds: $4.76B → $5.41B (+$649M)

1.13% more ownership

Funds ownership: 96.18%97.31% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 111

4% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 53

0% less funds holding

Funds holding: 351350 (-1)

Holders
350
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
55
Increased
116
Reduced
111
Closed
53
Calls
$16.9M
Puts
$14.1M
Net Calls
+$2.86M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
326
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.76K
CB
327
CNB Bank
Pennsylvania
$1.62K
CFGS
328
Concourse Financial Group Securities
Alabama
$1.62K -$755 -65 -31%
CWP
329
Concord Wealth Partners
Virginia
$1.56K
TC
330
Trust Company
Kansas
$1.52K
BIA
331
Bell Investment Advisors
California
$1.27K -$2.22K -191 -63%
GRP
332
Global Retirement Partners
California
$1.11K +$267 +23 +27%
FFA
333
Farther Finance Advisors
California
$1.09K +$546 +47 +94%
PTC
334
Private Trust Company
Ohio
$1.02K
FSWA
335
Financial Synergies Wealth Advisors
Texas
$1.01K
Lazard Asset Management
336
Lazard Asset Management
New York
$1K -$42.6K -3,664 -97%
POIA
337
Pin Oak Investment Advisors
Texas
$1K
AW
338
Avion Wealth
Texas
$1K +$499 +43 +77%
AF
339
Advisornet Financial
Minnesota
$899 -$1.51K -130 -62%
SIC
340
SJS Investment Consulting
Ohio
$776 +$255 +22 +47%
AA
341
Addison Advisors
Vermont
$765
RF
342
Robinswood Financial
Washington
$708
NMG
343
New Millennium Group
Utah
$607
TWP
344
TFO Wealth Partners
Ohio
$423 +$488 +42 New
CFB
345
Cullen/Frost Bankers
Texas
$393
BAAM
346
Baker Avenue Asset Management
California
$303 -$871 -75 -74%
AFG
347
Albion Financial Group
Utah
$192
BF
348
BOK Financial
Oklahoma
$159 +$209 +18 New
DSC
349
Duncker Streett & Co
Missouri
$146
PA
350
PSI Advisors
Florida
$135

ELAN Hedge Fund Activity: Q3 2023 in Review

350 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Elanco Animal Health (ELAN) for Q3 2023, worth a combined $5.41B — up 14% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ELAN positions and 53 closed out — a net gain of 2 holders — while 116 added to existing stakes and 111 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $57.3M. The largest seller was Balyasny Asset Management, cutting an estimated $85.2M.

  • 350 institutional investors held Elanco Animal Health (ELAN) as of Q3 2023, down from 351 in Q2 2023.
  • Funds reported $5.41B of Elanco Animal Health stock for Q3 2023, up 14% quarter-over-quarter.
  • 55 funds opened new Elanco Animal Health positions in Q3 2023 and 53 closed out, a net change of +2 holders.
  • The largest Elanco Animal Health buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $57.3M added.
  • The largest Elanco Animal Health seller in Q3 2023 was Balyasny Asset Management, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2023.