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Elevance Health

795 hedge funds and large institutions have $39.4B invested in Elevance Health in 2017 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 266 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

17% more capital invested

Capital invested by funds: $33.7B → $39.4B (+$5.63B)

2% more funds holding

Funds holding: 783795 (+12)

0.89% more ownership

Funds ownership: 89.13%90.01% (+0.89%)

2% less call options, than puts

Call options by funds: $217M | Put options by funds: $222M

18% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 324

Holders
795
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
19.79%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
88
Increased
266
Reduced
324
Closed
65
Calls
$217M
Puts
$222M
Net Calls
-$4.91M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$5.17M +$211K +1,324 +4%
Massachusetts Financial Services
302
Massachusetts Financial Services
Massachusetts
$5.15M -$1.09M -6,841 -18%
BCM
303
Buckhead Capital Management
Georgia
$5.13M +$30.4K +191 +0.6%
WAM
304
World Asset Management
Michigan
$5.11M +$502K +3,155 +11%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$5.07M -$982K -6,176 -17%
PAIM
306
Punch & Associates Investment Management
Minnesota
$5.01M +$29.7K +187 +0.6%
TFA
307
Transamerica Financial Advisors
Florida
$4.98M -$24.3K -153 -0.5%
Verition Fund Management
308
Verition Fund Management
Connecticut
$4.88M -$706K -4,441 -13%
PCM
309
Palouse Capital Management
Washington
$4.76M -$31.3K -197 -0.7%
NEI
310
Northwest & Ethical Investments
Ontario, Canada
$4.69M +$487K +3,059 +12%
MCM
311
Matarin Capital Management
New York
$4.62M -$178K -1,118 -4%
ST
312
Sentinel Trust
Texas
$4.61M -$537K -3,377 -11%
BOTW
313
Bank of the West
California
$4.51M +$45.2K +284 +1%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$4.43M -$207K -1,300 -5%
FCM
315
Flinton Capital Management
Pennsylvania
$4.41M +$260K +1,632 +7%
SAM
316
Securian Asset Management
Minnesota
$4.4M +$46.3K +291 +1%
MIP
317
Mondrian Investment Partners
United Kingdom
$4.4M +$4.23M +26,588 New
SFS
318
Strategic Financial Services
New York
$4.34M -$97.8K -615 -2%
Capital Fund Management (CFM)
319
Capital Fund Management (CFM)
France
$4.3M -$5.33M -33,500 -56%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$4.24M +$1.41M +8,880 +53%
OC
321
Oppenheimer & Co
New York
$4.21M +$10.2K +64 +0.3%
GL
322
GLG LLC
New York
$4.18M -$8.91K -56 -0.2%
PL
323
Parkwood LLC
Ohio
$4.17M +$781K +4,908 +24%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$4.17M -$18.8K -118 -0.5%
HCM
325
Highbridge Capital Management
New York
$4.13M +$1.75M +11,000 +79%