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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
ACS
676
Archford Capital Strategies
Illinois
$40K
BFEC
677
Benjamin F. Edwards & Company
Missouri
$38K
GBT
678
Grove Bank & Trust
Florida
$38K
PSUF
679
People's United Financial
Connecticut
$38K
TWA
680
TCI Wealth Advisors
Arizona
$36K -$775 -6 -2%
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$36K +$1.16K +9 +3%
OSNBOA
682
Old Second National Bank of Aurora
Illinois
$35K
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$34K
LWM
684
Lenox Wealth Management
Ohio
$34K
WOC
685
West Oak Capital
California
$31.3K -$136K -1,050 -81%
ZB
686
Zions Bancorporation
Utah
$31K -$1.03K -8 -3%
VCM
687
Versant Capital Management
Arizona
$31K +$1.55K +12 +5%
VNA
688
Valley National Advisers
Pennsylvania
$30K
AIM
689
Advantage Investment Management
Iowa
$28K -$38.5K -298 -57%
JGIA
690
Jackson Grant Investment Advisers
Connecticut
$27K +$129 +1 +0.5%
AWM
691
AllSquare Wealth Management
New York
$26K
HDIM
692
Hanson & Doremus Investment Management
Vermont
$25K
AOWM
693
Alpha Omega Wealth Management
Virginia
$22K
CBT
694
Central Bank & Trust
Kentucky
$21K
VOYA Investment Management
695
VOYA Investment Management
Georgia
$20K +$29.7K +230 +0.1%
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$20K +$129 +1 +0.6%
HCM
697
Highlander Capital Management
New Jersey
$19K
HFM
698
Hartford Financial Management
Connecticut
$18K -$17.3K -134 -48%
IWMPD
699
Integrated Wealth Management (Palm Desert)
California
$18K
QAM
700
QCI Asset Management
New York
$18K