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Elevance Health

934 hedge funds and large institutions have $54.2B invested in Elevance Health in 2018 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 367 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $385M | Put options by funds: $237M

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

9% more capital invested

Capital invested by funds: $49.8B → $54.2B (+$4.44B)

1% more funds holding

Funds holding: 922934 (+12)

0.91% more ownership

Funds ownership: 88.76%89.67% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 367

Holders
934
Holders Change
+12
Holders Change %
+1.3%
% of All Funds
21.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.87%
New
89
Increased
296
Reduced
367
Closed
71
Calls
$385M
Puts
$237M
Net Calls
+$147M
Net Calls Change
+$93.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
601
Sigma Planning Corp
Michigan
$653K -$47K -203 -7%
FLI
602
Family Legacy Inc
South Carolina
$648K +$60.9K +263 +11%
FA
603
FMA Advisory
Pennsylvania
$644K +$126K +544 +25%
MCA
604
Morris Capital Advisors
Pennsylvania
$641K -$1.39K -6 -0.2%
AIA
605
Affinity Investment Advisors
California
$637K +$4.86K +21 +0.8%
LOAME
606
Lombard Odier Asset Management (Europe)
United Kingdom
$634K
Cerity Partners
607
Cerity Partners
New York
$633K +$616K +2,661 New
CCA
608
Checchi Capital Advisers
California
$630K +$4.17K +18 +0.7%
PAMG
609
Patton Albertson Miller Group
Tennessee
$624K +$57K +246 +10%
Mariner
610
Mariner
Kansas
$622K +$163K +702 +37%
CG
611
Caprock Group
Idaho
$620K -$5.79K -25 -1%
S
612
SignatureFD
Georgia
$605K +$8.57K +37 +1%
RIM
613
Regent Investment Management
Kentucky
$599K
DIA
614
Dean Investment Associates
Ohio
$598K -$14.1K -61 -2%
ST
615
Sentinel Trust
Texas
$584K +$249K +1,075 +78%
FANJ
616
Financial Architects (New Jersey)
New Jersey
$581K +$9.73K +42 +2%
EFS
617
Essex Financial Services
Connecticut
$576K
LC
618
Loews Corp
New York
$571K
CB
619
Community Bank
New York
$565K -$5.79K -25 -1%
DIM
620
DC Investments Management
Virginia
$558K -$1.51M -6,542 -74%
WIA
621
Westbourne Investment Advisors
Maryland
$555K -$34.7K -150 -6%
1SB
622
1ST Source Bank
Indiana
$553K -$25K -108 -4%
NIT
623
NumerixS Investment Technologies
British Columbia, Canada
$550K -$307K -1,325 -37%
SC
624
SRB Corp
Massachusetts
$544K +$327K +1,414 +162%
CC
625
Cedar Capital
Illinois
$543K +$131K +566 +33%

ELV Hedge Fund Activity: Q2 2018 in Review

934 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2018, worth a combined $54.2B — up 8.9% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ELV positions and 71 closed out — a net gain of 18 holders — while 296 added to existing stakes and 367 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $244M. The largest seller was Glenview Capital Management, cutting an estimated $233M.

  • 934 institutional investors held Elevance Health (ELV) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $54.2B of Elevance Health stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 89 funds opened new Elevance Health positions in Q2 2018 and 71 closed out, a net change of +18 holders.
  • The largest Elevance Health buyer in Q2 2018 was Citadel Advisors, an estimated $244M added.
  • The largest Elevance Health seller in Q2 2018 was Glenview Capital Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2018.