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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
CCA
576
Checchi Capital Advisers
California
$467K -$12.2K -77 -3%
CHAM
577
Clear Harbor Asset Management
Connecticut
$462K
ASN
578
Advisory Services Network
Georgia
$458K +$440K +2,768 New
CA
579
Cullinan Associates
Kentucky
$455K -$577K -3,628 -57%
MML Investors Services
580
MML Investors Services
Massachusetts
$453K +$435K +2,737 New
MMPW
581
Mitchell McLeod Pugh & Williams
Alabama
$451K +$43K +270 +11%
HFS
582
HL Financial Services
Kentucky
$447K -$80.3K -505 -16%
MYLI
583
Meiji Yasuda Life Insurance
Japan
$445K -$207K -1,300 -33%
SI
584
SII Investments
Wisconsin
$444K +$1.91K +12 +0.4%
Baird Financial Group
585
Baird Financial Group
Wisconsin
$444K +$38.7K +243 +10%
MCA
586
Morris Capital Advisors
Pennsylvania
$442K -$22.9K -144 -5%
KCM
587
Kanawha Capital Management
Virginia
$434K
NIT
588
NumerixS Investment Technologies
British Columbia, Canada
$430K -$4.04M -25,390 -91%
Tudor Investment Corp
589
Tudor Investment Corp
Connecticut
$430K -$350K -2,200 -46%
ZDA
590
Zweig-DiMenna Associates
New York
$430K +$414K +2,600 New
CG
591
Caprock Group
Idaho
$427K -$21.6K -136 -5%
William Blair & Company
592
William Blair & Company
Illinois
$426K +$12.7K +80 +3%
AIA
593
Affinity Investment Advisors
California
$425K
FNBT
594
FineMark National Bank & Trust
Florida
$425K +$119K +750 +41%
FB
595
Fulton Bank
Pennsylvania
$420K +$123K +776 +44%
GG
596
Gofen & Glossberg
Illinois
$418K -$49K -308 -11%
1832 Asset Management
597
1832 Asset Management
Ontario, Canada
$414K -$98.5M -619,020 -100%
NWP
598
Northstar Wealth Partners
Connecticut
$414K +$400K +2,513 New
CB
599
Community Bank
New York
$413K -$23.9K -150 -6%
MMG
600
Monetary Management Group
Missouri
$413K -$7.95K -50 -2%

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.