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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
NBC
476
Neuberger Berman Canada
Ontario, Canada
$793K -$143K -1,107 -15%
I2I
477
Insight 2811 Inc
Illinois
$789K
AIP
478
Ameritas Investment Partners
Nebraska
$788K +$141K +1,093 +21%
GS
479
GAM Systematic
United Kingdom
$777K +$531K +4,114 +198%
DVM
480
Dreman Value Management
Florida
$764K
WIS
481
Wright Investors Service
Connecticut
$754K -$657K -5,090 -46%
CCM
482
Cadence Capital Management
Massachusetts
$754K +$196K +1,517 +34%
CA
483
Cornerstone Advisors
North Carolina
$752K
ANRIA
484
American National Registered Investment Advisor
Texas
$751K
MNBTD
485
Moody National Bank Trust Division
Texas
$747K
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$741K +$44.7K +346 +6%
AI
487
Atria Investments
North Carolina
$719K +$170K +1,313 +30%
SCM
488
Southport Capital Management
Tennessee
$704K +$105K +811 +17%
P
489
Pitcairn
Pennsylvania
$695K -$446K -3,452 -38%
AG
490
Algert Global
California
$695K +$401K +3,108 +127%
FIM
491
Freedom Investment Management
Connecticut
$680K -$190K -1,472 -21%
SFSIG
492
San Francisco Sentry Investment Group
California
$680K +$9.17K +71 +1%
TCM
493
Tufton Capital Management
Maryland
$679K -$101K -785 -13%
Pacer Advisors
494
Pacer Advisors
Pennsylvania
$677K -$4.13K -32 -0.6%
AT
495
Arden Trust
Delaware
$676K -$1.26M -9,797 -65%
AP
496
Advisor Partners
California
$674K -$95.2K -737 -12%
Bank of Nova Scotia
497
Bank of Nova Scotia
Ontario, Canada
$669K -$16.8M -129,880 -96%
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$664K
OWD
499
Osborn Williams & Donohoe
Ohio
$647K -$17.2K -133 -3%
PCM
500
Prelude Capital Management
New York
$639K +$259K +2,004 +65%