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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
CAM
576
ClariVest Asset Management
California
$307K -$191K -1,477 -38%
MMPW
577
Mitchell McLeod Pugh & Williams
Alabama
$307K
Baird Financial Group
578
Baird Financial Group
Wisconsin
$306K -$8.52K -66 -3%
MLIC
579
Mandatum Life Insurance Company
Finland
$300K
MAM
580
Mizuho Asset Management
Japan
$293K -$147K -1,141 -33%
NAMA
581
Nikko Asset Management Americas
New York
$288K
1GA
582
1st Global Advisors
Texas
$286K -$84.7K -656 -22%
SYBT
583
Stock Yards Bank & Trust
Kentucky
$282K +$23.5K +182 +9%
KCM
584
Kornitzer Capital Management
Kansas
$279K
ASN
585
Advisory Services Network
Georgia
$277K +$775 +6 +0.3%
FFC
586
First Financial Corp
Indiana
$273K -$12.9K -100 -4%
BAM
587
Berkshire Asset Management
Pennsylvania
$266K +$274K +2,119 New
MA
588
MUFG Americas
New York
$263K -$17.8K -138 -6%
CRC
589
Curi RMB Capital
Illinois
$263K -$3.36K -26 -1%
MHC
590
Meyer Handelman Company
New York
$263K
FLAM
591
First Light Asset Management
Minnesota
$257K -$264K -2,048 -50%
CWM
592
Cedar Wealth Management
California
$253K
HM
593
Harvest Management
New York
$251K -$258K -2,000 -50%
TYCC
594
Texas Yale Capital Corp
Florida
$250K
WB
595
WesBanco Bank
West Virginia
$250K
TPWA
596
TRUE Private Wealth Advisors
Oregon
$249K
MCM
597
Monarch Capital Management
Indiana
$246K
PNC
598
Park National Corp
Ohio
$244K
SI
599
SII Investments
Wisconsin
$244K +$250K +1,938 New
ACI
600
Advance Capital I
Michigan
$238K +$245K +1,900 New