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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
SSB
401
Sandy Spring Bank
Maryland
$3.21M -$19.7K -85 -0.6%
RJFSA
402
Raymond James Financial Services Advisors
Florida
$3.18M +$723K +3,122 +30%
SLI
403
Sumitomo Life Insurance
Japan
$3.11M +$122K +528 +4%
KIA
404
KCM Investment Advisors
California
$3.06M -$94.5K -408 -3%
SCA
405
Stonebridge Capital Advisors
Minnesota
$3.05M +$131K +565 +5%
IFAM
406
Institutional & Family Asset Management
Colorado
$3.01M +$2.92M +12,629 +45,104%
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$2.99M -$160K -692 -5%
PVWM
408
Point View Wealth Management
New Jersey
$2.98M -$67.2K -290 -2%
GWM
409
Geneos Wealth Management
Colorado
$2.95M +$258K +1,115 +10%
SF
410
Synovus Financial
Georgia
$2.92M +$26.9K +116 +1%
SFM
411
Systematic Financial Management
New Jersey
$2.91M -$48.6K -210 -2%
CIC
412
Cornercap Investment Counsel
Georgia
$2.9M +$2.82M +12,180 New
EP
413
Edgestream Partners
New Jersey
$2.87M +$332K +1,435 +14%
BCM
414
Bayesian Capital Management
New York
$2.83M +$1.78M +7,700 +183%
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$2.83M +$459K +1,984 +20%
UR
416
USCA RIA
Texas
$2.81M +$2.73M +11,785 New
TRCT
417
Tower Research Capital (TRC)
New York
$2.76M +$2.59M +11,179 +2,687%
II
418
IFM Investors
Australia
$2.76M +$832K +3,594 +45%
Cambridge Investment Research Advisors
419
Cambridge Investment Research Advisors
Iowa
$2.72M -$155K -670 -6%
BFA
420
Benedict Financial Advisors
Georgia
$2.72M -$27.8K -120 -1%
UCFA
421
United Capital Financial Advisors
Texas
$2.71M +$2.08K +9 +0.1%
PAG
422
Private Advisor Group
New Jersey
$2.71M +$2.2M +9,493 +501%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$2.67M +$17.8K +77 +0.7%
SAM
424
Strategy Asset Managers
California
$2.67M -$99.6K -430 -4%
V
425
Veritable
Delaware
$2.64M -$43.8K -189 -2%

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.