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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
MCM
626
Monarch Capital Management
Indiana
$324K
HCMT
627
Highland Capital Management (Tennessee)
Tennessee
$324K +$312K +1,961 New
PNC
628
Park National Corp
Ohio
$314K -$1.91K -12 -0.6%
BAM
629
Berkshire Asset Management
Pennsylvania
$311K -$23.9K -150 -7%
FAAS
630
First Allied Advisory Services
California
$310K -$391K -2,457 -57%
CPO
631
Cerity Partners OCIO
New York
$310K +$9.07K +57 +3%
FTC
632
Farmers Trust Company
Ohio
$308K -$198K -1,247 -40%
GC
633
Garde Capital
Washington
$306K
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$296K -$7.79K -49 -3%
FCIM
635
Fairview Capital Investment Management
California
$291K
CHC
636
City Holding Co
West Virginia
$290K
WCM
637
Washington Capital Management
Washington
$289K
CIAN
638
Capstone Investment Advisors (Netherlands)
New York
$286K -$78.9K -496 -22%
ZCA
639
Zeke Capital Advisors
Pennsylvania
$286K +$38.2K +240 +16%
DHFB
640
Dixon Hubard Feinour & Brown
Virginia
$284K
PGFC
641
Peapack-Gladstone Financial Corp
New Jersey
$281K
HA
642
Hays Advisory
Tennessee
$281K +$10.3K +65 +4%
YWP
643
YorkBridge Wealth Partners
New York
$280K +$8.59K +54 +4%
VFA
644
Voya Financial Advisors
Connecticut
$273K +$10.5K +66 +4%
DWT
645
Dorsey & Whitney Trust
South Dakota
$270K +$260K +1,637 New
CCM
646
Compton Capital Management
Rhode Island
$269K
AW
647
Alpha Windward
Massachusetts
$262K -$556K -3,498 -69%
PL
648
Perpetual Ltd
Australia
$259K +$248K +1,559 New
S
649
SignatureFD
Georgia
$252K +$242K +1,524 New
QCG
650
Quadrant Capital Group
Ohio
$245K +$11.8K +74 +5%