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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
SC
676
SRB Corp
Massachusetts
$183K -$18.1K -114 -9%
PHK
677
Point72 Hong Kong
Hong Kong
$181K +$175K +1,097 New
CMBA
678
C.M. Bidwell & Associates
Hawaii
$176K
SWA
679
Sutton Wealth Advisors
Florida
$176K +$636 +4 +0.4%
PAM
680
Paradigm Asset Management
New York
$174K +$167K +1,050 New
GLI
681
Guardian Life Insurance
New York
$168K +$1.11K +7 +0.7%
VFA
682
Virtus Fund Advisers
Connecticut
$163K
ADL
683
Asset Dedication LLC
California
$159K +$159 +1 +0.1%
FWM
684
Focused Wealth Management
New York
$149K +$143K +900 New
CWM
685
Cedar Wealth Management
California
$148K -$36.6K -230 -20%
BC
686
Bartlett & Co
Ohio
$144K
SNT
687
Security National Trust
West Virginia
$136K -$3.98K -25 -3%
WIM
688
Westside Investment Management
California
$131K +$31.8K +200 +34%
MCM
689
Manchester Capital Management
Vermont
$129K
NIMI
690
Natixis Investment Managers International
France
$126K -$128K -804 -51%
RIM
691
Rampart Investment Management
Connecticut
$121K +$117K +733 New
FHA
692
First Horizon Advisors
Tennessee
$117K +$10.7K +67 +11%
SIC
693
Salem Investment Counselors
North Carolina
$116K
NFG
694
Next Financial Group
Texas
$113K -$32.8K -206 -24%
SIA
695
SeaBridge Investment Advisors
New Jersey
$107K -$15.1K -95 -13%
ST
696
Spot Trading
Illinois
$105K +$101K +634 New
CFG
697
Citizens Financial Group
Rhode Island
$88K -$11.9K -75 -12%
OFS
698
Orrstown Financial Services
Pennsylvania
$88K -$1.59K -10 -2%
MIC
699
MU Investments Company
Japan
$85K -$3.18K -20 -4%
PCM
700
Prelude Capital Management
New York
$85K +$36.9K +232 +82%