We are live on ! Find out more
ELV icon

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
19.58%
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
LTFS
451
Ladenburg Thalmann Financial Services
Florida
$973K -$215K -1,667 -18%
BVDMP
452
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$965K
DY
453
Dowling & Yahnke
California
$943K -$66.8K -517 -6%
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$942K -$559K -4,333 -37%
Acadian Asset Management
455
Acadian Asset Management
Massachusetts
$933K -$115M -889,262 -99%
FFWA
456
FRG Family Wealth Advisors
Washington
$925K +$105K +810 +12%
BFA
457
Bragg Financial Advisors
North Carolina
$920K
CIBC World Market
458
CIBC World Market
Ontario, Canada
$907K -$882K -6,833 -49%
BSB
459
Bangor Savings Bank
Maine
$902K -$10.7K -83 -1%
GWM
460
Geneos Wealth Management
Colorado
$900K +$18.7K +145 +2%
OMCS
461
Old Mutual Customised Solutions
South Africa
$877K -$194K -1,500 -18%
WC
462
Whitney & Co
New York
$877K -$38.7K -300 -4%
CIM
463
CIM Investment Management
Pennsylvania
$863K -$69.7K -540 -7%
AIIMS
464
Analyst IMS Investment Management Services
Israel
$863K +$438K +3,390 +97%
CB
465
Commerce Bank
Missouri
$862K -$210K -1,627 -19%
NCMW
466
Northern Capital Management (Wisconsin)
Wisconsin
$862K +$888K +6,875 New
MAM
467
Meeder Asset Management
Ohio
$853K -$2.23M -17,250 -72%
MSV
468
MN Services Vermogensbeheer
Netherlands
$845K +$17K +132 +2%
RJFSA
469
Raymond James Financial Services Advisors
Florida
$834K -$25.4K -197 -3%
TMAM
470
Tokio Marine Asset Management
Japan
$831K -$102K -791 -11%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$818K +$4K +31 +0.5%
CC
472
ClearArc Capital
Ohio
$809K +$9.17K +71 +1%
TC
473
Telemus Capital
Michigan
$805K +$243K +1,880 +41%
CA
474
Cullinan Associates
Kentucky
$799K +$456K +3,528 +124%
SF
475
Synovus Financial
Georgia
$798K -$141K -1,093 -15%