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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
LOAME
551
Lombard Odier Asset Management (Europe)
United Kingdom
$563K -$70.8K -445 -12%
CCB
552
Cutter & Co Brokerage
Missouri
$557K +$536K +3,369 New
SS
553
Simplicity Solutions
Minnesota
$553K -$46.6K -293 -8%
TH
554
Timber Hill
Connecticut
$552K -$3.75M -23,570 -88%
LMAM
555
Legg Mason Asset Management
Japan
$546K -$31.8K -200 -6%
SRC
556
Shufro Rose & Co
New York
$537K
LPL Financial
557
LPL Financial
California
$536K -$27.7K -174 -5%
SLG
558
Stanley-Laman Group
Pennsylvania
$534K -$3.05M -19,148 -86%
CRC
559
Curi RMB Capital
Illinois
$526K +$39.6K +249 +8%
PAG
560
Private Advisor Group
New Jersey
$524K +$427K +2,687 +103%
IB
561
Intrust Bank
Kansas
$522K +$30.5K +192 +6%
MLIC
562
Mandatum Life Insurance Company
Finland
$515K
WIA
563
Westbourne Investment Advisors
Maryland
$514K +$14K +88 +3%
PA
564
Perceptive Advisors
New York
$510K +$490K +3,081 New
PI
565
PineBridge Investments
New York
$506K -$190K -1,196 -28%
FBFS
566
First Business Financial Services
Wisconsin
$504K +$53.8K +338 +12%
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$498K -$26.9K -169 -5%
DG
568
Davidson & Garrard
Virginia
$498K
RCAMU
569
Rothschild & Co Asset Management US
Connecticut
$497K -$143K -898 -23%
FIM
570
Freedom Investment Management
Connecticut
$492K -$415K -2,607 -47%
EA
571
Edge Advisors
Georgia
$486K -$230K -1,449 -33%
TSS
572
Two Sigma Securities
New York
$481K -$370K -2,329 -44%
CAN
573
Cetera Advisor Networks
California
$473K +$111K +698 +32%
RIM
574
Regent Investment Management
Kentucky
$471K
BDF
575
Balasa Dinverno & Foltz
$469K +$11.8K +74 +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.