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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
19.58%
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
RW
501
Rand Wealth
Maryland
$631K
CSS
502
Cubist Systematic Strategies
Connecticut
$621K -$173K -1,340 -21%
JIC
503
Johnson Investment Counsel
Ohio
$621K -$22.6K -175 -3%
AWM
504
Arbor Wealth Management
Florida
$617K
IA
505
Icon Advisers
Colorado
$614K -$2.01M -15,600 -76%
QAM
506
Quantres Asset Management
Cayman Islands
$614K +$633K +4,900 New
NIMI
507
Natixis Investment Managers International
France
$613K
CTC
508
Central Trust Company
Missouri
$611K +$9.81K +76 +2%
AUB
509
Atlantic Union Bankshares
Virginia
$596K -$8.13K -63 -1%
GLRA
510
Gerald L. Ray & Associates
Texas
$585K -$129K -1,000 -18%
Handelsbanken Fonder
511
Handelsbanken Fonder
Sweden
$564K -$244K -1,893 -30%
IPC
512
Independent Portfolio Consultants
Florida
$564K +$20.3K +157 +4%
MYLI
513
Meiji Yasuda Life Insurance
Japan
$544K +$1.29K +10 +0.2%
ECM
514
Everence Capital Management
Indiana
$539K
SMC
515
Smith, Moore & Co
Missouri
$534K
RCAMU
516
Rothschild & Co Asset Management US
Connecticut
$530K +$74K +573 +16%
WA
517
Wealth Architects
California
$519K
FT
518
Fiduciary Trust
Massachusetts
$514K -$312K -2,413 -37%
ARTA
519
A.R.T. Advisors
New York
$513K -$2.69M -20,840 -84%
CA
520
Commerzbank Aktiengesellschaft
Germany
$512K -$9.89M -76,595 -95%
IAS
521
IMA Advisory Services
Colorado
$503K +$97.6K +756 +23%
IIM
522
Intact Investment Management
Quebec, Canada
$501K +$516K +4,000 New
TAM
523
Taylor Asset Management
Ontario, Canada
$501K +$516K +4,000 New
FAAS
524
First Allied Advisory Services
California
$500K +$270K +2,091 +110%
SGAM
525
Steinberg Global Asset Management
Florida
$498K -$17K -132 -3%