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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
NI
501
Numeric Investors
Massachusetts
$910K +$31.8K +200 +4%
FA
502
FDx Advisors
Illinois
$910K +$332K +2,088 +61%
ECM
503
Everence Capital Management
Indiana
$905K
TCM
504
Tufton Capital Management
Maryland
$896K
HAG
505
HighPoint Advisor Group
Illinois
$884K -$150K -946 -17%
SCM
506
Shelton Capital Management
Colorado
$877K -$4.61M -29,000 -85%
II
507
IFM Investors
Australia
$876K +$308K +1,934 +58%
CTC
508
Central Trust Company
Missouri
$863K -$6.68K -42 -0.8%
LK
509
Lumbard & Kellner
New Hampshire
$855K +$822K +5,169 New
HMS
510
Hanseatic Management Services
New Mexico
$846K +$814K +5,114 New
JIC
511
Johnson Investment Counsel
Ohio
$836K -$1.75K -11 -0.2%
RW
512
Rand Wealth
Maryland
$833K
AIM
513
Assured Investment Management
New York
$797K -$1.18M -7,416 -61%
DVM
514
Dreman Value Management
Florida
$796K
W
515
Wealthfront
California
$791K +$136K +853 +22%
OWD
516
Osborn Williams & Donohoe
Ohio
$784K -$3.5K -22 -0.5%
PAMG
517
Patton Albertson Miller Group
Tennessee
$765K -$735K -4,623 -52%
CSS
518
Cubist Systematic Strategies
Connecticut
$742K -$1.47M -9,237 -67%
AG
519
Advisor Group
Arizona
$741K +$330K +2,074 +87%
NFA
520
Nuveen Fund Advisors
Illinois
$739K -$267K -1,680 -27%
GXMC
521
Global X Management Company
New York
$739K +$186K +1,168 +35%
SC
522
Savant Capital
Illinois
$731K +$71.6K +450 +11%
KCM
523
Kornitzer Capital Management
Kansas
$707K +$286K +1,800 +73%
SMC
524
Smith, Moore & Co
Missouri
$705K
SOADOR
525
State of Alaska Department of Revenue
Alaska
$690K +$664K +4,175 New

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.