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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
GG
626
Gofen & Glossberg
Illinois
$539K -$11.6K -50 -2%
BCM
627
BlueCrest Capital Management
Jersey
$537K -$497K -2,146 -49%
CA
628
Cetera Advisors
Colorado
$536K +$4.63K +20 +0.9%
FRM
629
Fox Run Management
Connecticut
$530K +$27.3K +118 +6%
DWT
630
Dorsey & Whitney Trust
South Dakota
$530K +$43.3K +187 +9%
EWM
631
Evermay Wealth Management
Virginia
$529K
MMA
632
Miracle Mile Advisors
California
$521K +$507K +2,188 New
MA
633
MUFG Americas
New York
$520K +$113K +490 +29%
TNB
634
Thomasville National Bank
Georgia
$517K -$2.32K -10 -0.5%
XS
635
XR Securities
Illinois
$510K +$496K +2,144 New
KCM
636
Kanawha Capital Management
Virginia
$506K
MHC
637
Meyer Handelman Company
New York
$500K
HTC
638
Haverford Trust Company
Pennsylvania
$497K -$35K -151 -7%
MMG
639
Monetary Management Group
Missouri
$494K
IUHSA
640
Itau Unibanco Holding S.A.
Brazil
$492K -$157K -680 -25%
WAM
641
Wealthspire Advisors (Maryland)
Maryland
$491K +$33.8K +146 +8%
CAM
642
Cozad Asset Management
Illinois
$491K +$478K +2,065 New
PGFC
643
Peapack-Gladstone Financial Corp
New Jersey
$488K +$3.71K +16 +0.8%
THWM
644
Taylor Hoffman Wealth Management
Virginia
$484K
SCM
645
Shelton Capital Management
Colorado
$477K -$764K -3,300 -62%
CC
646
Chicago Capital
Illinois
$476K
VCWA
647
Vanguard Capital Wealth Advisors
Colorado
$476K
TYCC
648
Texas Yale Capital Corp
Florida
$475K
PHAM
649
Palisades Hudson Asset Management
Florida
$472K
EWM
650
Evercore Wealth Management
New York
$470K -$12.7K -55 -3%

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.