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Elevance Health

734 hedge funds and large institutions have $29.2B invested in Elevance Health in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 290 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

8% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 290

1.28% less ownership

Funds ownership: 90.65%89.37% (-1.3%)

3% less funds holding

Funds holding: 759734 (-25)

7% less capital invested

Capital invested by funds: $31.3B → $29.2B (-$2.12B)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

32% less call options, than puts

Call options by funds: $122M | Put options by funds: $181M

Holders
734
Holders Change
-25
Holders Change %
-3.29%
% of All Funds
19.59%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
57
Increased
268
Reduced
290
Closed
71
Calls
$122M
Puts
$181M
Net Calls
-$58.7M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
World Asset Management
Michigan
$3.72M +$66.2K +513 +2%
SCM
302
Stanley Capital Management
Texas
$3.7M +$1.29M +10,000 +51%
TFA
303
Transamerica Financial Advisors
Florida
$3.66M +$341K +2,640 +10%
DC
304
Deere & Company
Illinois
$3.66M -$76.6K -593 -2%
Wolverine Trading
305
Wolverine Trading
Illinois
$3.42M +$3.54M +27,413 New
SFS
306
Strategic Financial Services
New York
$3.39M +$19.4K +150 +0.6%
NMERB
307
New Mexico Educational Retirement Board
New Mexico
$3.33M -$516K -4,000 -13%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$3.32M -$445K -3,450 -12%
Jennison Associates
309
Jennison Associates
New York
$3.27M +$255K +1,973 +8%
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M +$2.07M +16,005 +160%
SAM
311
Securian Asset Management
Minnesota
$3.25M +$34K +263 +1%
BOTW
312
Bank of the West
California
$3.22M +$1.13M +8,728 +51%
SLAM
313
Swiss Life Asset Management
$3.21M +$165K +1,279 +5%
GCAC
314
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.18M -$35.5K -275 -1%
ZIG
315
Zurich Insurance Group
Switzerland
$3.18M -$1.33M -10,265 -29%
ST
316
Sentinel Trust
Texas
$3.15M +$34.6K +268 +1%
GF
317
Gabelli Funds
New York
$3.13M
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$3.12M -$272K -2,103 -8%
IRF
319
IBM Retirement Fund
New York
$3.11M -$1.25M -9,686 -28%
SC
320
SouthState Corp
Florida
$3.02M +$153K +1,186 +5%
NCM
321
Narwhal Capital Management
Georgia
$3.01M +$19.4K +150 +0.6%
Bessemer Group
322
Bessemer Group
New Jersey
$3M -$3.83M -29,627 -55%
OA
323
Oak Associates
Ohio
$2.96M
LBC
324
Lowe Brockenbrough & Co
Virginia
$2.96M -$106K -821 -3%
BWM
325
Braver Wealth Management
Massachusetts
$2.91M +$3M +23,220 New