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Elevance Health

934 hedge funds and large institutions have $54.2B invested in Elevance Health in 2018 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 367 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $385M | Put options by funds: $237M

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

9% more capital invested

Capital invested by funds: $49.8B → $54.2B (+$4.44B)

1% more funds holding

Funds holding: 922934 (+12)

0.91% more ownership

Funds ownership: 88.76%89.67% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 367

Holders
934
Holders Change
+12
Holders Change %
+1.3%
% of All Funds
21.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.87%
New
89
Increased
296
Reduced
367
Closed
71
Calls
$385M
Puts
$237M
Net Calls
+$147M
Net Calls Change
+$93.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$15.7M +$9.68M +41,813 +172%
ANI
227
American National Insurance
Texas
$15.5M
BSA
228
Braun Stacey Associates
New York
$15.4M -$3.45M -14,903 -19%
MAM
229
Majedie Asset Management
United Kingdom
$15.1M
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15M -$895K -3,864 -6%
CFM
231
Coronation Fund Managers
South Africa
$15M -$6.05M -26,134 -29%
Nomura Asset Management
232
Nomura Asset Management
Japan
$14.9M +$2.26M +9,748 +18%
TPSF
233
Texas Permanent School Fund
Texas
$14.8M -$880K -3,799 -6%
ACM
234
Advisors Capital Management
New Jersey
$14.6M -$135K -584 -0.9%
US Bancorp
235
US Bancorp
Minnesota
$14.6M +$165K +713 +1%
TCM
236
Twin Capital Management
Pennsylvania
$14.6M -$987K -4,262 -7%
AL
237
AJO LP
Pennsylvania
$14.5M -$74.6M -322,198 -84%
ZIG
238
Zurich Insurance Group
Switzerland
$14.4M +$4.68M +20,217 +50%
AP
239
Archon Partners
New Jersey
$14.3M
RCM
240
Riverhead Capital Management
Delaware
$14.2M -$7.94M -34,292 -37%
SC
241
SouthState Corp
Florida
$13.3M +$26.2K +113 +0.2%
WT
242
Whittier Trust
California
$13.3M -$166K -716 -1%
BC
243
Beaconlight Capital
New York
$13M +$12.7M +54,650 New
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$13M +$81.3K +351 +0.6%
NA
245
Neuburgh Advisers
California
$12.8M -$6.83M -29,480 -35%
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$12.6M -$663K -2,861 -5%
CBOA
247
Commonwealth Bank of Australia
Australia
$12.3M -$552K -2,385 -4%
HI
248
HBK Investments
Texas
$12.3M +$7.09M +30,607 +146%
XK
249
Xact Kapitalforvaltning
Sweden
$12.2M
SGK
250
Steigerwald Gordon & Koch
Virginia
$12.1M -$57.7K -249 -0.5%

ELV Hedge Fund Activity: Q2 2018 in Review

934 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2018, worth a combined $54.2B — up 8.9% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ELV positions and 71 closed out — a net gain of 18 holders — while 296 added to existing stakes and 367 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $244M. The largest seller was Glenview Capital Management, cutting an estimated $233M.

  • 934 institutional investors held Elevance Health (ELV) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $54.2B of Elevance Health stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 89 funds opened new Elevance Health positions in Q2 2018 and 71 closed out, a net change of +18 holders.
  • The largest Elevance Health buyer in Q2 2018 was Citadel Advisors, an estimated $244M added.
  • The largest Elevance Health seller in Q2 2018 was Glenview Capital Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2018.