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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
ATC
676
Argent Trust Co
Tennessee
$405K +$97.7K +422 +33%
Qube Research & Technologies (QRT)
677
Qube Research & Technologies (QRT)
United Kingdom
$403K -$147K -633 -27%
BC
678
Banced Corp
Illinois
$403K -$25.2K -109 -6%
BIM
679
Bridges Investment Management
Nebraska
$399K
BP
680
Ballentine Partners
Massachusetts
$393K +$48.6K +210 +15%
FTC
681
Farmers Trust Company
Ohio
$383K
CLOS
682
Compagnie Lombard Odier SCmA
Switzerland
$381K
LWAC
683
Laurel Wealth Advisors (California)
California
$376K
CCIA
684
Campbell & Co Investment Adviser
Maryland
$368K +$69.5K +300 +24%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$363K -$4.63K -20 -1%
GFPC
686
Global Financial Private Capital
Florida
$362K +$3.47K +15 +1%
HCM
687
Hollencrest Capital Management
California
$361K -$13K -56 -4%
NIM
688
NuWave Investment Management
New Jersey
$360K -$1.24M -5,374 -78%
DTL
689
Dynamic Technology Lab
Singapore
$358K -$602K -2,600 -63%
HPC
690
HM Payson & Co
Maine
$355K +$9.03K +39 +3%
MC
691
MIG Capital
California
$350K +$341K +1,472 New
TSS
692
Two Sigma Securities
New York
$345K -$192K -828 -36%
MC
693
Matisse Capital
Oregon
$345K
HSA
694
HBK Sorce Advisory
Pennsylvania
$341K +$43.5K +188 +15%
Capstone Investment Advisors
695
Capstone Investment Advisors
New York
$341K +$332K +1,432 New
SS
696
Simplicity Solutions
Minnesota
$338K +$329K +1,421 New
YWP
697
YorkBridge Wealth Partners
New York
$337K -$24.8K -107 -7%
CPIG
698
Chicago Partners Investment Group
Illinois
$336K +$114K +492 +53%
HS
699
HighVista Strategies
Massachusetts
$333K -$46.3K -200 -13%
Dodge & Cox
700
Dodge & Cox
California
$333K

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.