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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
CWM
601
Concert Wealth Management
California
$413K
SCM
602
Southport Capital Management
Tennessee
$401K -$655K -4,115 -63%
AssetMark Inc
603
AssetMark Inc
California
$391K +$339K +2,128 +898%
WTB
604
Washington Trust Bank
Washington
$387K -$3.34K -21 -0.9%
TNB
605
Thomasville National Bank
Georgia
$382K +$367K +2,309 New
IAA
606
Independent Advisor Alliance
North Carolina
$381K +$368K +2,312 New
SFFS
607
Stonehage Fleming Financial Services
Jersey
$378K
IR
608
Invictus RG
Bermuda
$378K +$363K +2,283 New
AWM
609
Arbor Wealth Management
Florida
$375K -$36K -226 -10%
OAM
610
Oppenheimer Asset Management
New York
$375K +$362K +2,276 New
SYBT
611
Stock Yards Bank & Trust
Kentucky
$372K
WI
612
Wintrust Investments
Illinois
$368K +$354K +2,225 New
EWM
613
Evercore Wealth Management
New York
$364K -$34.7K -218 -9%
SW
614
SVB Wealth
Massachusetts
$359K -$72.2K -454 -17%
YL
615
YCG LLC
Texas
$357K -$8.03M -50,479 -96%
FA
616
FMA Advisory
Pennsylvania
$356K +$342K +2,152 New
FFC
617
First Financial Corp
Indiana
$352K -$2.7K -17 -0.8%
CT
618
Clearstead Trust
Maine
$350K +$28.3K +178 +9%
MHC
619
Meyer Handelman Company
New York
$347K
TPWA
620
TRUE Private Wealth Advisors
Oregon
$342K
WB
621
WesBanco Bank
West Virginia
$331K
TYCC
622
Texas Yale Capital Corp
Florida
$330K
PHAM
623
Palisades Hudson Asset Management
Florida
$328K
PA
624
Parallel Advisors
California
$327K +$56K +352 +24%
1GA
625
1st Global Advisors
Texas
$324K -$46.9K -295 -13%

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.