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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
NAM
301
Nissay Asset Management
Japan
$7.82M -$223K -963 -3%
GC
302
Guggenheim Capital
Illinois
$7.82M -$41.2M -177,920 -84%
B
303
BP
United Kingdom
$7.74M +$1.04M +4,500 +16%
CEP
304
Chicago Equity Partners
Illinois
$7.47M -$57.9K -250 -0.8%
CRM
305
Cramer Rosenthal McGlynn
Connecticut
$7.31M -$2.54M -10,966 -26%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$7.25M
Verition Fund Management
307
Verition Fund Management
Connecticut
$7.13M +$5.71M +24,646 +465%
IA
308
IndexIQ Advisors
New York
$7.06M +$2.29M +9,890 +50%
NB
309
Norinchukin Bank
Japan
$6.88M +$1.27M +5,483 +23%
SLAM
310
Swiss Life Asset Management
$6.87M -$1.75M -7,547 -21%
MAM
311
Meeder Asset Management
Ohio
$6.71M +$2.06M +8,902 +46%
PAIM
312
Punch & Associates Investment Management
Minnesota
$6.7M -$98.9K -427 -1%
Bank of Nova Scotia
313
Bank of Nova Scotia
Ontario, Canada
$6.66M -$1.07M -4,630 -14%
SIM
314
Spark Investment Management
New York
$6.5M -$4.64M -20,041 -42%
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.36M +$888K +3,833 +17%
CCM
316
Catawba Capital Management
Virginia
$6.3M -$42.6K -184 -0.7%
FNBT
317
FineMark National Bank & Trust
Florida
$6.28M +$5.38M +23,213 +735%
SFS
318
Strategic Financial Services
New York
$6.24M +$44K +190 +0.7%
SAM
319
Securian Asset Management
Minnesota
$6.22M
PL
320
Parkwood LLC
Ohio
$6.12M -$6.39M -27,604 -52%
GF
321
Gabelli Funds
New York
$5.95M +$463K +2,000 +9%
SGH
322
Sivik Global Healthcare
Connecticut
$5.95M +$1.16M +5,000 +25%
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$5.83M -$153K -660 -3%
ASA
324
Armstrong Shaw Associates
Connecticut
$5.77M +$11.1K +48 +0.2%
PC
325
Palo Capital
California
$5.72M +$3.94K +17 +0.1%

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.