Elevance Health
923 hedge funds and large institutions have $49.8B invested in Elevance Health in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 274 increasing their positions, 381 reducing their positions, and 84 closing their positions.
29% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 84
24% more call options, than puts
Call options by funds: $275M | Put options by funds: $222M
2% more funds holding
Funds holding: 909 → 923 (+14)
0.76% more ownership
Funds ownership: 88% → 88.76% (+0.76%)
2% less capital invested
Capital invested by funds: $50.8B → $49.8B (-$966M)
9% less funds holding in top 10
Funds holding in top 10: 33 → 30 (-3)
28% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 381
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$444M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$302M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$184M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$182M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$258M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$212M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$182M |
| 4 |
O
OrbiMed
New York
|
-$148M |
| 5 |
JP Morgan Chase
New York
|
-$140M |
ELV Hedge Fund Activity: Q1 2018 in Review
923 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2018, worth a combined $49.8B — down 1.9% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new ELV positions and 84 closed out — a net gain of 24 holders — while 274 added to existing stakes and 381 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $444M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $258M sold.
- 923 institutional investors held Elevance Health (ELV) as of Q1 2018, up from 909 in Q4 2017.
- Funds reported $49.8B of Elevance Health stock for Q1 2018, down 1.9% quarter-over-quarter.
- 108 funds opened new Elevance Health positions in Q1 2018 and 84 closed out, a net change of +24 holders.
- The largest Elevance Health buyer in Q1 2018 was Viking Global Investors, an estimated $444M added.
- The largest Elevance Health seller in Q1 2018 was EdgePoint Investment Group, an estimated $258M sold.
Based on aggregated 13F filings for Q1 2018.