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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
RWA
401
River Wealth Advisors
Pennsylvania
$1.51M +$33.4K +259 +2%
KFBMI
402
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.5M
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$1.46M +$141K +1,089 +10%
ZCM
404
Zebra Capital Management
Connecticut
$1.44M +$161K +1,247 +12%
ANTB
405
AMG National Trust Bank
Colorado
$1.44M -$43K -333 -3%
SIM
406
Sterling Investment Management
Arizona
$1.43M -$2.45K -19 -0.2%
Victory Capital Management
407
Victory Capital Management
Texas
$1.41M +$364K +2,821 +33%
ICOM
408
Investment Counselors of Maryland
Maryland
$1.4M -$42K -325 -3%
SLG
409
Stanley-Laman Group
Pennsylvania
$1.39M +$207K +1,607 +17%
AC
410
Allstate Corporation
Illinois
$1.39M +$1.1M +8,505 +326%
UCFA
411
United Capital Financial Advisors
Texas
$1.39M +$244K +1,886 +21%
MYAM
412
Meiji Yasuda Asset Management
Japan
$1.36M +$314K +2,430 +29%
IG
413
ING Group
Netherlands
$1.36M +$924K +7,159 +192%
IIC
414
Ironwood Investment Counsel
Arizona
$1.35M +$290K +2,249 +26%
EC
415
Eachwin Capital
New York
$1.35M -$1.25M -9,705 -47%
TH
416
Timber Hill
Connecticut
$1.35M +$1.39M +10,784 New
MERSOM
417
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M +$3.87K +30 +0.3%
CPIM
418
Columbia Partners Investment Management
Virginia
$1.34M -$416K -3,224 -23%
DADC
419
D.A. Davidson & Co
Montana
$1.33M +$1.06M +8,194 +338%
LS
420
Livforsakringsbolaget Skandia
Sweden
$1.31M +$4.49M +34,756 +87%
V
421
Veritable
Delaware
$1.29M +$46.5K +360 +4%
BONST
422
Bank of Nova Scotia Trust
Ontario, Canada
$1.28M +$1.32M +10,240 New
Janney Montgomery Scott
423
Janney Montgomery Scott
Pennsylvania
$1.27M +$1.31M +10,172 New
PA
424
Profund Advisors
Maryland
$1.27M -$105K -812 -7%
LAM
425
Lingohr Asset Management
Germany
$1.26M +$746K +5,781 +134%