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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
PCM
701
Penserra Capital Management
California
$14K +$5.94K +46 +66%
BKA
702
Brick & Kyle Associates
Pennsylvania
$13K
LWCFA
703
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
WAS
704
WESPAC Advisors SoCal
California
$12.5K
WIC
705
Woodmont Investment Counsel
Tennessee
$12K +$12.7K +98 New
CHP
706
Cable Hill Partners
Oregon
$11K
KIG
707
Kessler Investment Group
Indiana
$11K
FPFS
708
First Personal Financial Services
North Carolina
$10K -$18.1K -140 -64%
WA
709
WFG Advisors
Texas
$10K -$2.97K -23 -23%
TFO
710
Tarbox Family Office
California
$10K +$387 +3 +4%
MFW
711
Mosaic Family Wealth
Missouri
$10K +$775 +6 +8%
MA
712
MCF Advisors
Kentucky
$9K +$129 +1 +1%
HIM
713
Hillsdale Investment Management
Ontario, Canada
$8K
WCM
714
Wealthcare Capital Management
Virginia
$8K
FIB
715
First Interstate Bank
Montana
$8K +$4.52K +35 +125%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$729K -5,645 -99%
CCM
717
Cribstone Capital Management
Maine
$6K
WC
718
Whitnell & Co
Illinois
$6K
LWM
719
LBA Wealth Management
Florida
$5K -$6.46K -50 -56%
VIA
720
Vantage Investment Advisors
Pennsylvania
$4K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$4K +$2.32K +18 +113%
HCM
722
Herndon Capital Management
Georgia
$3K
NR
723
Newfound Research
Massachusetts
$3K
TC
724
Trust Company
Kansas
$3K
DPA
725
Delphi Private Advisors
California
$2K -$13.6K -105 -88%