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ELAT

Elanco Animal Health Incorporated 5.00% Tangible Equity Units

Delisted

ELAT was delisted on the 31st of January, 2023.

29 hedge funds and large institutions have $188M invested in Elanco Animal Health Incorporated 5.00% Tangible Equity Units in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $176M → $188M (+$12.4M)

15% less funds holding

Funds holding: 3429 (-5)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$46.7M +$49.1M +1,215,240 New
BlackRock
2
BlackRock
New York
$43.4M -$2.54M -62,773 -5%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$13.8M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$11.5M -$23.5M -581,066 -66%
ACM
5
Advent Capital Management
New York
$9.89M +$8.54M +211,200 +486%
ClearBridge Investments
6
ClearBridge Investments
New York
$9.55M -$22.2K -550 -0.2%
State Street
7
State Street
Massachusetts
$9.4M +$1.03M +25,500 +12%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$6.04M +$6.29M +155,756 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.67M -$113K -2,800 -2%
Federated Hermes
10
Federated Hermes
Pennsylvania
$4.45M +$3.03M +74,879 +183%
VanEck Associates
11
VanEck Associates
New York
$4.08M -$222K -5,505 -5%
PI
12
Putnam Investments
Massachusetts
$3.35M -$2.82M -69,688 -45%
GF
13
Gabelli Funds
New York
$3.11M
Macquarie Group
14
Macquarie Group
Australia
$2.63M
WRF
15
Waddell & Reed Financial
Kansas
$2.31M
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.11M +$2.22M +55,000 New
PCM
17
Palisade Capital Management
New Jersey
$2.01M +$834K +20,640 +67%
Jane Street
18
Jane Street
New York
$1.75M +$1.84M +45,441 New
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$1.5M +$1.58M +38,973 New
Neuberger Berman Group
20
Neuberger Berman Group
New York
$1.25M -$37K -915 -3%
TCM
21
Tran Capital Management
California
$1.21M -$17K -421 -1%
AII
22
AGF Investments Inc
Ontario, Canada
$1.06M
CS
23
Credit Suisse
Switzerland
$544K
Bank of America
24
Bank of America
North Carolina
$536K +$546K +13,514 +3,003%
Ameriprise
25
Ameriprise
Minnesota
$494K

ELAT Hedge Fund Activity: Q2 2020 in Review

29 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Elanco Animal Health Incorporated 5.00% Tangible Equity Units (ELAT) for Q2 2020, worth a combined $188M — up 7.1% from $176M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ELAT and 6 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $49.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.5M.

  • 29 institutional investors held Elanco Animal Health Incorporated 5.00% Tangible Equity Units (ELAT) as of Q2 2020, down from 34 in Q1 2020.
  • Funds reported $188M of Elanco Animal Health Incorporated 5.00% Tangible Equity Units stock for Q2 2020, up 7.1% quarter-over-quarter.
  • 6 funds opened new Elanco Animal Health Incorporated 5.00% Tangible Equity Units positions in Q2 2020 and 11 closed out, a net change of -5 holders.
  • The largest Elanco Animal Health Incorporated 5.00% Tangible Equity Units buyer in Q2 2020 was Allianz Asset Management, an estimated $49.1M added.
  • The largest Elanco Animal Health Incorporated 5.00% Tangible Equity Units seller in Q2 2020 was T. Rowe Price Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2020.