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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
OMCS
426
Old Mutual Customised Solutions
South Africa
$1.77M +$143K +898 +9%
GLA
427
Great Lakes Advisors
Illinois
$1.76M -$216K -1,357 -11%
PIM
428
Partner Investment Management
California
$1.76M -$449K -2,825 -21%
PA
429
Profund Advisors
Maryland
$1.75M +$99.7K +627 +6%
VIA
430
Virtus Investment Advisers
Connecticut
$1.75M -$215K -1,351 -11%
SIM
431
Sterling Investment Management
Arizona
$1.73M -$94.3K -593 -5%
JG
432
Jefferies Group
New York
$1.73M +$1.61M +10,108 +3,139%
MYAM
433
Meiji Yasuda Asset Management
Japan
$1.66M -$159K -1,000 -9%
UCFA
434
United Capital Financial Advisors
Texas
$1.64M -$35K -220 -2%
ICOM
435
Investment Counselors of Maryland
Maryland
$1.64M -$187K -1,175 -11%
CCM
436
CrestPoint Capital Management
Missouri
$1.62M +$191K +1,200 +14%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$1.61M -$67.1K -422 -4%
Jane Street
438
Jane Street
New York
$1.59M -$3.93M -24,691 -72%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$1.59M -$4.45K -28 -0.3%
WTC
440
WhitTier Trust Company
Nevada
$1.57M +$218K +1,372 +17%
PG
441
Proffitt & Goodson
Tennessee
$1.56M -$96.2K -605 -6%
VSI
442
Verde Servicos Internacionais
Brazil
$1.54M -$137K -860 -8%
BNP Paribas Asset Management
443
BNP Paribas Asset Management
France
$1.53M -$433K -2,721 -23%
NAM
444
Needelman Asset Management
California
$1.53M -$4.77K -30 -0.3%
AIM
445
Acropolis Investment Management
Missouri
$1.53M +$108K +677 +8%
LAM
446
Lingohr Asset Management
Germany
$1.52M -$191K -1,200 -12%
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$1.51M -$4.68M -29,410 -76%
TC
448
Telemus Capital
Michigan
$1.49M +$483K +3,037 +51%
WSTAM
449
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M -$56.5K -355 -4%
CPIM
450
Columbia Partners Investment Management
Virginia
$1.41M -$257K -1,615 -16%

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.