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
CFG
651
Citizens Financial Group
Rhode Island
$81K -$16.4K -127 -16%
AIM
652
Acrospire Investment Management
Illinois
$75K -$12.9K -100 -14%
FHA
653
First Horizon Advisors
Tennessee
$73K +$6.2K +48 +9%
JIC
654
Joel Isaacson & Co
New York
$70K
CGT
655
Capital Guardian Trust
California
$69K +$6.2K +48 +10%
HR
656
Howe & Rusling
New York
$63K -$40.3K -312 -38%
AA
657
AlphaMark Advisors
Kentucky
$63K
LNB
658
Ledyard National Bank
$63K
TDC
659
Thompson Davis & Co
Virginia
$63K +$129 +1 +0.2%
CAW
660
Cornerstone Advisors (Washington)
Washington
$60K +$44.9K +348 +268%
AssetMark Inc
661
AssetMark Inc
California
$51K -$89K -689 -63%
CLOS
662
Compagnie Lombard Odier SCmA
Switzerland
$50K
HPBT
663
High Point Bank & Trust
North Carolina
$50K
TSW
664
Thompson Siegel & Walmsley
Virginia
$49K -$740K -5,733 -94%
PWM
665
Perigon Wealth Management
California
$49K +$7.1K +55 +16%
CFA
666
Carroll Financial Associates
North Carolina
$49K +$32.8K +254 +179%
PMFA
667
Plante Moran Financial Advisors
Michigan
$48K +$11.4K +88 +30%
GAM
668
Gemmer Asset Management
California
$46K
OFS
669
Orrstown Financial Services
Pennsylvania
$46K +$23.2K +180 +95%
AIM
670
Anchor Investment Management
South Carolina
$45.1K +$7.75K +60 +20%
WEC
671
Winslow Evans & Crocker
Massachusetts
$45K
RFA
672
Reilly Financial Advisors
California
$44K
WRM
673
Westport Resources Management
Connecticut
$42K -$340K -2,635 -89%
KT
674
Kanaly Trust
Texas
$41K -$132K -1,023 -76%
DAM
675
Delta Asset Management
Tennessee
$41K