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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
SGI
701
Summit Global Investments
Utah
$331K -$6.24M -26,959 -95%
BCM
702
Brookstone Capital Management
Illinois
$331K +$12.5K +54 +4%
PW
703
Price Wealth
Texas
$327K +$65.3M +281,801 New
QCG
704
Quadrant Capital Group
Ohio
$326K -$1.62K -7 -0.5%
SEIA
705
Signature Estate & Investment Advisors
California
$324K +$315K +1,360 New
WCM
706
Washington Capital Management
Washington
$321K
AW
707
Alpha Windward
Massachusetts
$318K -$6.02K -26 -2%
BAM
708
Belpointe Asset Management
Nevada
$316K
APA
709
American Portfolios Advisors
New York
$314K +$22.2K +96 +8%
CA
710
Clearstead Advisors
Ohio
$313K +$463 +2 +0.2%
FMLI
711
Fukoku Mutual Life Insurance
Japan
$309K
PL
712
Plancorp LLC
Missouri
$309K
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$308K +$81.3K +351 +37%
CBB
714
Citizens Business Bank
California
$307K
FMC
715
First Merchants Corp
Indiana
$304K
SB
716
Simmons Bank
Arkansas
$304K
MCM
717
MAI Capital Management
Ohio
$304K +$2.55K +11 +0.9%
PL
718
Perpetual Ltd
Australia
$303K
YIA
719
YHB Investment Advisors
Connecticut
$289K
DR
720
Davis Rea
Ontario, Canada
$286K
FBT
721
First Bankers Trust
Kentucky
$286K
HC
722
Hourglass Capital
Texas
$286K
DCM
723
Donaldson Capital Management
Indiana
$285K
ITIM
724
Indiana Trust & Investment Management
Indiana
$281K
CWM
725
Cedar Wealth Management
California
$280K

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.