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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
BOTW
326
Bank of the West
California
$5.67M -$170K -734 -3%
PIA
327
Piedmont Investment Advisors
North Carolina
$5.66M -$3.45M -14,895 -39%
PAM
328
Panagora Asset Management
Massachusetts
$5.64M -$22.9M -99,066 -81%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$5.62M -$208K -900 -4%
MIP
330
Mondrian Investment Partners
United Kingdom
$5.61M -$306K -1,323 -5%
QI
331
QS Investors
New York
$5.61M -$348K -1,502 -6%
LS
332
Livforsakringsbolaget Skandia
Sweden
$5.48M +$139K +600 +3%
PI
333
PineBridge Investments
New York
$5.46M -$7.13M -30,797 -57%
HighTower Advisors
334
HighTower Advisors
Illinois
$5.41M -$536K -2,313 -9%
CGH
335
Crossmark Global Holdings
Texas
$5.4M -$154K -666 -3%
OA
336
Oak Associates
Ohio
$5.24M -$137K -590 -3%
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$5.12M +$23.2K +100 +0.5%
WBC
338
Westpac Banking Corp
Australia
$5.11M
CIBC World Market
339
CIBC World Market
Ontario, Canada
$5.09M +$548K +2,367 +12%
MWA
340
Marshall Wace Asia
Hong Kong
$4.97M +$4.84M +20,896 New
LBC
341
Lowe Brockenbrough & Co
Virginia
$4.93M -$41.7K -180 -0.9%
CT
342
Coastline Trust
Rhode Island
$4.84M +$146K +630 +3%
FCBT
343
First Citizens Bank & Trust
North Carolina
$4.83M +$52.8K +228 +1%
OTPPB
344
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.83M -$6.91M -29,833 -60%
OC
345
Oppenheimer & Co
New York
$4.76M -$341K -1,473 -7%
DCM
346
Delta Capital Management
New Jersey
$4.62M -$18.5K -80 -0.4%
DILIC
347
Dai-ichi Life Insurance Company
Japan
$4.61M -$533K -2,300 -11%
Balyasny Asset Management
348
Balyasny Asset Management
Illinois
$4.61M -$774K -3,341 -15%
PA
349
Pinnacle Associates
New York
$4.6M -$79.9K -345 -2%
NCM
350
Narwhal Capital Management
Georgia
$4.6M

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.