We are live on ! Find out more
ELV icon

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
Sanders Capital
26
Sanders Capital
Florida
$447M +$579K +2,500 +0.1%
Ameriprise
27
Ameriprise
Minnesota
$447M +$162M +698,043 +59%
Allianz Asset Management
28
Allianz Asset Management
Germany
$446M -$49.9M -215,462 -10%
LAM
29
Lyrical Asset Management
New York
$438M +$3.77M +16,290 +0.9%
Artisan Partners
30
Artisan Partners
Wisconsin
$426M +$119M +512,962 +40%
JP Morgan Chase
31
JP Morgan Chase
New York
$416M -$2.02M -8,727 -0.5%
LSV Asset Management
32
LSV Asset Management
Illinois
$398M -$55.3M -238,940 -12%
CGI
33
CI Global Investments
California
$373M +$183M +789,632 +102%
APG Asset Management
34
APG Asset Management
Netherlands
$347M -$23.3M -100,800 -6%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$338M -$29.7M -128,230 -8%
TCIM
36
TIAA CREF Investment Management
New York
$318M -$60.1M -259,655 -16%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$311M -$6.24M -26,925 -2%
Legal & General Group
38
Legal & General Group
United Kingdom
$307M -$17.2M -74,482 -5%
GCM
39
Glenview Capital Management
New York
$304M -$233M -1,005,673 -44%
Charles Schwab
40
Charles Schwab
California
$276M +$2.97M +12,805 +1%
PPA
41
Parametric Portfolio Associates
Washington
$272M -$7.7M -33,245 -3%
Citadel Advisors
42
Citadel Advisors
Florida
$270M +$244M +1,052,083 +1,282%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$265M -$34.8M -150,323 -12%
FCM
44
Farallon Capital Management
California
$246M +$10.4M +45,000 +5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$219M +$5.14M +22,200 +2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$209M +$12.2M +52,487 +6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$200M -$37.9M -163,637 -16%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$198M -$36.1M -156,065 -16%
EVM
49
Eaton Vance Management
Massachusetts
$196M -$43.6M -188,246 -19%
YAM
50
Yacktman Asset Management
Texas
$195M -$1.3M -5,617 -0.7%

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.