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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
EFS
651
Essex Financial Services
Connecticut
$242K -$477 -3 -0.2%
AGM
652
Alpine Global Management
New York
$242K +$233K +1,463 New
HCM
653
Hollencrest Capital Management
California
$242K +$233K +1,463 New
HPC
654
HM Payson & Co
Maine
$239K
BP
655
Ballentine Partners
Massachusetts
$235K +$226K +1,423 New
CA
656
Clearstead Advisors
Ohio
$235K +$226K +1,423 New
ITIM
657
Indiana Trust & Investment Management
Indiana
$234K +$225K +1,416 New
APP
658
Avantax Planning Partners
Iowa
$233K +$224K +1,408 New
PCMC
659
Paragon Capital Management (Colorado)
Colorado
$230K +$221K +1,391 New
BAS
660
Brown Advisory Securities
Maryland
$226K -$16.9K -106 -7%
GT
661
Greenleaf Trust
Michigan
$220K +$211K +1,328 New
BG
662
Bahl & Gaynor
Ohio
$216K -$23.1K -145 -10%
FMLI
663
Fukoku Mutual Life Insurance
Japan
$215K
DR
664
Davis Rea
Ontario, Canada
$215K +$207K +1,300 New
SPC
665
Sigma Planning Corp
Michigan
$214K +$206K +1,293 New
PL
666
Plancorp LLC
Missouri
$214K +$207K +1,300 New
FANJ
667
Financial Architects (New Jersey)
New Jersey
$213K +$97K +610 +90%
RG
668
Rathbones Group
United Kingdom
$207K -$89.1K -560 -31%
AA
669
Apriem Advisors
California
$207K -$4.77K -30 -2%
GJIC
670
Gamble Jones Investment Counsel
California
$206K +$198K +1,244 New
WAM
671
Watermark Asset Management
California
$204K +$196K +1,232 New
FPF
672
FNY Partners Fund
New York
$198K -$604K -3,800 -76%
Cohen & Steers
673
Cohen & Steers
New York
$196K +$102K +642 +118%
PFO
674
Pathstone Family Office
New Jersey
$196K +$189K +1,185 New
IIC
675
Integrated Investment Consultants
Michigan
$190K +$47.7K +300 +35%