We are live on ! Find out more
ELV icon

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
RA
476
RiverPark Advisors
New York
$1.16M -$286K -1,800 -20%
WC
477
Whitney & Co
New York
$1.16M
IA
478
IFP Advisors
Florida
$1.16M +$264K +1,660 +31%
BC
479
Burney Company
Virginia
$1.13M -$44.5K -280 -4%
RJFSA
480
Raymond James Financial Services Advisors
Florida
$1.12M +$156K +978 +17%
EMG
481
Ellington Management Group
Connecticut
$1.11M +$604K +3,800 +131%
SC
482
Scotia Capital
Ontario, Canada
$1.1M -$402K -2,524 -28%
HWP
483
Hefty Wealth Partners
Indiana
$1.09M +$1.01M +6,375 +3,036%
MSV
484
MN Services Vermogensbeheer
Netherlands
$1.09M +$34K +214 +3%
CC
485
ClearArc Capital
Ohio
$1.07M +$9.38K +59 +0.9%
CIM
486
CIM Investment Management
Pennsylvania
$1.05M -$96.7K -608 -9%
AIIMS
487
Analyst IMS Investment Management Services
Israel
$1.05M -$52.2K -328 -5%
SKK
488
Shepherd Kaplan Krochuk
Massachusetts
$1.05M
NBC
489
Neuberger Berman Canada
Ontario, Canada
$1.03M +$154K +967 +18%
AT
490
Arden Trust
Delaware
$1.02M +$141K +889 +17%
AIP
491
Ameritas Investment Partners
Nebraska
$1.01M -$33.2K -209 -3%
ANRIA
492
American National Registered Investment Advisor
Texas
$991K
MNBTD
493
Moody National Bank Trust Division
Texas
$986K
AI
494
Atria Investments
North Carolina
$979K -$119K -746 -11%
SF
495
Synovus Financial
Georgia
$973K -$59.3K -373 -6%
I2I
496
Insight 2811 Inc
Illinois
$970K -$5.89K -37 -0.6%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$964K -$43.4K -273 -4%
DIA
498
Dean Investment Associates
Ohio
$948K -$9.23K -58 -1%
SCI
499
Stableford Capital II
Arizona
$927K +$891K +5,603 New
Franklin Resources
500
Franklin Resources
California
$911K -$27.8K -175 -3%

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.