We are live on ! Find out more
ELV icon

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
AA
626
Apriem Advisors
California
$157K
QCG
627
Quadrant Capital Group
Ohio
$157K +$11.9K +92 +8%
SC
628
SRB Corp
Massachusetts
$153K +$19.9K +154 +14%
LAM
629
Lebenthal Asset Management
New York
$148K +$152K +1,179 New
SWA
630
Sutton Wealth Advisors
Florida
$132K
S
631
SignatureFD
Georgia
$128K +$73.1K +566 +124%
JFA
632
JNBA Financial Advisors
Minnesota
$128K +$132K +1,024 New
Cohen & Steers
633
Cohen & Steers
New York
$125K -$64.6K -500 -33%
VFA
634
Virtus Fund Advisers
Connecticut
$124K
GLI
635
Guardian Life Insurance
New York
$123K +$1.29K +10 +1%
NYLT
636
New York Life Trust
New York
$122K +$2.45K +19 +2%
ADL
637
Asset Dedication LLC
California
$120K +$8.01K +62 +7%
SNT
638
Security National Trust
West Virginia
$119K
BC
639
Bartlett & Co
Ohio
$109K
Nomura Holdings
640
Nomura Holdings
Japan
$107K -$1.38M -10,650 -93%
MIC
641
MU Investments Company
Japan
$106K -$96.8K -750 -47%
IIC
642
Integrated Investment Consultants
Michigan
$103K
FANJ
643
Financial Architects (New Jersey)
New Jersey
$102K -$3.23K -25 -3%
NFG
644
Next Financial Group
Texas
$101K +$35.1K +272 +51%
HL
645
Harding Loevner
New Jersey
$100K
MCM
646
Manchester Capital Management
Vermont
$97K -$69.3K -537 -41%
SIA
647
SeaBridge Investment Advisors
New Jersey
$93K
CF
648
CenterStar Fund
Illinois
$87K
SAMC
649
Shinko Asset Management Company
Japan
$86K
First Manhattan
650
First Manhattan
New York
$84K