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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
O
26
OppenheimerFunds
New York
$301M +$3.43M +26,541 +1%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$297M +$13.5M +104,535 +5%
Sanders Capital
28
Sanders Capital
Florida
$295M -$64.7M -500,945 -18%
OAG
29
Orbis Allan Gray
Bermuda
$266M +$153M +1,186,923 +127%
Bank of America
30
Bank of America
North Carolina
$254M -$53.5M -414,508 -17%
EIG
31
EdgePoint Investment Group
Ontario, Canada
$249M +$29.4M +227,674 +13%
APG Asset Management
32
APG Asset Management
Netherlands
$232M +$45.6M +353,300 +24%
Goldman Sachs
33
Goldman Sachs
New York
$223M +$13.4M +103,666 +6%
BIM
34
BlackRock Investment Management
Delaware
$212M +$10M +77,499 +5%
JP Morgan Chase
35
JP Morgan Chase
New York
$200M -$64M -495,972 -24%
AllianceBernstein
36
AllianceBernstein
Tennessee
$182M -$238M -1,841,469 -56%
Prudential Financial
37
Prudential Financial
New Jersey
$176M +$113K +872 +0.1%
Legal & General Group
38
Legal & General Group
United Kingdom
$172M +$388K +3,007 +0.2%
LAM
39
Lyrical Asset Management
New York
$169M -$6.45M -49,962 -4%
WRF
40
Waddell & Reed Financial
Kansas
$168M -$180M -1,394,752 -51%
EA
41
Emerald Acquisition
Washington
$158M -$75.8M -586,776 -32%
Artisan Partners
42
Artisan Partners
Wisconsin
$151M +$18.2M +140,749 +13%
Allianz Asset Management
43
Allianz Asset Management
Germany
$149M -$25.3M -196,146 -14%
Renaissance Technologies
44
Renaissance Technologies
New York
$147M -$2.6M -20,173 -2%
Principal Financial Group
45
Principal Financial Group
Iowa
$144M -$3.22M -24,930 -2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$139M -$17.7M -136,701 -11%
PPA
47
Parametric Portfolio Associates
Washington
$135M +$15.4M +119,170 +12%
YAM
48
Yacktman Asset Management
Texas
$132M -$125K -969 -0.1%
JHIU
49
Janus Henderson Investors US
Colorado
$129M -$116M -900,060 -47%
IGIM
50
I.G. Investment Management
Manitoba, Canada
$124M +$124M +961,636 +3,260%