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Elevance Health
ELV

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: 27 → 34 (+7)

17% more capital invested

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

2% more funds holding

Funds holding: 783 → 795 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$3.49B
2
Boston Partners
Boston Partners
Massachusetts
+$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$246M
4
SC
Sculptor Capital
New York
+$185M
5
OAG
Orbis Allan Gray
Bermuda
+$152M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$210M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$188M
3
GCM
Glenview Capital Management
New York
-$185M
4
Two Sigma Investments
Two Sigma Investments
New York
-$165M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$152M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
376
Advisors Asset Management
Colorado
$2.65M -$843K -5,299 -25%
ST
377
Spinnaker Trust
Maine
$2.65M -$247K -1,551 -9%
HIM
378
Hanlon Investment Management
New Jersey
$2.6M +$2.5M +15,714 New
FWIA
379
Fort Washington Investment Advisors
Ohio
$2.58M -$171K -1,076 -6%
SSB
380
Sandy Spring Bank
Maryland
$2.52M -$124K -782 -5%
SCA
381
Stonebridge Capital Advisors
Minnesota
$2.5M -$116K -732 -5%
PVWM
382
Point View Wealth Management
New Jersey
$2.45M +$112K +701 +5%
SFM
383
Systematic Financial Management
New Jersey
$2.44M +$2.35M +14,780 New
SGI
384
Summit Global Investments
Utah
$2.43M +$233K +1,464 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
385
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.42M -$2.11M -13,238 -47%
FPA
386
First Pacific Advisors
California
$2.42M -$3.67M -23,100 -61%
RFC
387
Regions Financial Corp
Alabama
$2.4M +$81.8K +514 +4%
SFWA
388
Summit Financial Wealth Advisors
Louisiana
$2.38M +$321K +2,015 +16%
BTNA
389
Bremer Trust National Association
Minnesota
$2.35M -$420K -2,638 -16%
MAM
390
Meeder Asset Management
Ohio
$2.33M +$2.24M +14,111 New
BFA
391
Benedict Financial Advisors
Georgia
$2.31M -$77.5K -487 -3%
HNB
392
Huntington National Bank
Ohio
$2.29M -$185K -1,163 -8%
CDH
393
Charles D. Hyman
$2.28M – – –
DC
394
Davenport & Co
Virginia
$2.28M -$8.75K -55 -0.3%
LMGAM
395
Liberty Mutual Group Asset Management
Massachusetts
$2.26M -$782K -4,915 -26%
OI
396
Oakbrook Investments
Illinois
$2.25M -$31.8K -200 -1%
HW
397
Hancock Whitney
Mississippi
$2.24M +$2.16M +13,548 New
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$2.22M +$7.95K +50 +0.4%
RWA
399
River Wealth Advisors
Pennsylvania
$2.19M +$136K +857 +7%
DILIC
400
Dai-ichi Life Insurance Company
Japan
$2.16M – – –
14 15
16
17 18

ELV Hedge Fund Activity: Q1 2017 in Review

795 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2017, worth a combined $39.4B — up 17% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new ELV positions and 65 closed out — a net gain of 23 holders — while 266 added to existing stakes and 324 trimmed.

The largest buyer was BlackRock, adding an estimated $3.49B. The largest seller was Vulcan Value Partners, cutting an estimated $210M.

  • 795 institutional investors held Elevance Health (ELV) as of Q1 2017, up from 783 in Q4 2016.
  • Funds reported $39.4B of Elevance Health stock for Q1 2017, up 17% quarter-over-quarter.
  • 88 funds opened new Elevance Health positions in Q1 2017 and 65 closed out, a net change of +23 holders.
  • The largest Elevance Health buyer in Q1 2017 was BlackRock, an estimated $3.49B added.
  • The largest Elevance Health seller in Q1 2017 was Vulcan Value Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2017.