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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
ETM
401
Euclidean Technologies Management
Washington
$2.16M -$366K -2,300 -15%
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$2.16M +$81K +509 +4%
SB
403
Suntrust Banks
Georgia
$2.15M -$2.74M -17,226 -57%
CG
404
Clinton Group
New York
$2.12M +$2.04M +12,829 New
HC
405
Hourglass Capital
Texas
$2.12M -$15.9K -100 -0.8%
IIC
406
Ironwood Investment Counsel
Arizona
$2.12M +$132K +828 +7%
MCIM
407
Meadow Creek Investment Management
Georgia
$2.08M +$122K +768 +7%
QSS
408
Quantitative Systematic Strategies
Florida
$2.05M +$591K +3,715 +43%
Victory Capital Management
409
Victory Capital Management
Texas
$2.05M +$58.9K +370 +3%
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
$2.03M +$142K +895 +8%
ZCM
411
Zebra Capital Management
Connecticut
$2.01M -$172K -1,084 -8%
FP
412
FDO Partners
Massachusetts
$1.98M +$472K +2,968 +33%
BOIA
413
Bush ODonnell Investment Advisors
Missouri
$1.98M
BONST
414
Bank of Nova Scotia Trust
Ontario, Canada
$1.98M -$1.12M -7,065 -37%
ONB
415
Old National Bancorp
Indiana
$1.9M +$274K +1,721 +18%
ANTB
416
AMG National Trust Bank
Colorado
$1.89M
NLI
417
Nippon Life Insurance
Japan
$1.86M -$347K -2,183 -16%
BSB
418
Bangor Savings Bank
Maine
$1.85M +$644K +4,047 +56%
CA
419
Cornerstone Advisors
North Carolina
$1.82M
WIS
420
Wright Investors Service
Connecticut
$1.82M +$862K +5,420 +97%
GS
421
GAM Systematic
United Kingdom
$1.81M +$1.09M +6,866 +167%
CI
422
Cigna Investments
Connecticut
$1.8M +$180K +1,134 +12%
LIA
423
LS Investment Advisors
Michigan
$1.8M +$79.2K +498 +5%
KeyBank National Association
424
KeyBank National Association
Ohio
$1.79M -$499K -3,140 -22%
V
425
Veritable
Delaware
$1.78M +$5.57K +35 +0.3%

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.