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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
SC
526
Savant Capital
Illinois
$495K +$1.29K +10 +0.3%
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$482K
WIA
528
Westbourne Investment Advisors
Maryland
$482K
SWP
529
Stratos Wealth Partners
Ohio
$475K +$99.3K +769 +25%
1SB
530
1ST Source Bank
Indiana
$460K +$3.1K +24 +0.7%
CAN
531
Cetera Advisor Networks
California
$459K +$171K +1,324 +57%
FCBT
532
First Citizens Bank & Trust
North Carolina
$438K -$10.5M -81,432 -96%
W
533
Wealthfront
California
$438K +$139K +1,076 +44%
NFA
534
Nuveen Fund Advisors
Illinois
$432K -$21.6K -167 -5%
DIA
535
Dean Investment Associates
Ohio
$428K -$4.13K -32 -0.9%
Capstone Investment Advisors
536
Capstone Investment Advisors
New York
$426K -$2.34M -18,154 -84%
PA
537
Perceptive Advisors
New York
$426K
LPL Financial
538
LPL Financial
California
$421K -$38.5K -298 -8%
DG
539
Davidson & Garrard
Virginia
$417K
CCM
540
Compton Capital Management
Rhode Island
$417K +$210K +1,625 +100%
SRC
541
Shufro Rose & Co
New York
$407K
CWM
542
Concert Wealth Management
California
$406K -$29.3K -227 -7%
LIM
543
Leavell Investment Management
Alabama
$404K
CG
544
Caprock Group
Idaho
$402K +$415K +3,212 New
WAM
545
Wealthspire Advisors (Maryland)
Maryland
$401K -$16.5K -128 -4%
NCCM
546
Nine Chapters Capital Management
New Jersey
$401K +$413K +3,200 New
MFS
547
MSI Financial Services
Massachusetts
$398K +$129 +1 +0%
BDF
548
Balasa Dinverno & Foltz
$392K +$775 +6 +0.2%
LC
549
Loews Corp
New York
$388K -$96.8K -750 -19%
IA
550
IFP Advisors
Florida
$388K +$1.03K +8 +0.3%