We are live on ! Find out more
ELV icon

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
TDC
701
Thompson Davis & Co
Virginia
$84K
WB
702
Webster Bank
Connecticut
$84K
AA
703
AlphaMark Advisors
Kentucky
$83K
HCA
704
Harbour Capital Advisors
Virginia
$82.7K +$79.5K +500 New
CGT
705
Capital Guardian Trust
California
$82K
PFBT
706
Parkside Financial Bank & Trust
Missouri
$80K +$63.9K +402 +503%
CAW
707
Cornerstone Advisors (Washington)
Washington
$78K
HR
708
Howe & Rusling
New York
$73K -$1.27K -8 -2%
CFD
709
Creative Financial Designs
Indiana
$73K
CLOS
710
Compagnie Lombard Odier SCmA
Switzerland
$71K +$4.93K +31 +8%
AIM
711
Acrospire Investment Management
Illinois
$66K -$207K -1,300 -76%
First Manhattan
712
First Manhattan
New York
$66K
AAP
713
Arax Advisory Partners
Colorado
$66K +$28.6K +180 +81%
PWM
714
Perigon Wealth Management
California
$65K
TSW
715
Thompson Siegel & Walmsley
Virginia
$65K
IUHSA
716
Itau Unibanco Holding S.A.
Brazil
$63K +$60.4K +380 New
GAM
717
Gemmer Asset Management
California
$60K
AIM
718
Anchor Investment Management
South Carolina
$59.5K
WEC
719
Winslow Evans & Crocker
Massachusetts
$59.4K
AOWM
720
Alpha Omega Wealth Management
Virginia
$59K -$178K -1,118 -76%
CFA
721
Carroll Financial Associates
North Carolina
$58K
BTIS
722
BB&T Investment Services
North Carolina
$58K +$15K +94 +34%
Simplex Trading
723
Simplex Trading
Illinois
$55K -$2.67M -16,803 -98%
DAM
724
Delta Asset Management
Tennessee
$55K
CPA
725
Clear Perspective Advisors
Illinois
$53K -$8.91K -56 -15%