We are live on ! Find out more
ELV icon

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
Aberdeen Group
51
Aberdeen Group
United Kingdom
$188M -$8.32M -35,907 -4%
Deutsche Bank
52
Deutsche Bank
Germany
$187M -$120M -518,720 -40%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$185M -$6.51M -28,117 -3%
N
54
Natixis
France
$183M +$76.8M +331,808 +76%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$182M +$14.1M +60,765 +9%
TPI
56
Tesco Pension Investment
United Kingdom
$178M +$8.35M +36,078 +5%
Wells Fargo
57
Wells Fargo
California
$178M -$26.4M -113,902 -13%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$177M +$20.7M +89,501 +14%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$171M -$13M -56,218 -7%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$170M -$3.04M -13,109 -2%
PHS
61
PFM Health Sciences
California
$168M +$10.7M +46,374 +7%
FI
62
Focused Investors
California
$168M +$648K +2,800 +0.4%
OAC
63
OMERS Administration Corp
Ontario, Canada
$166M -$6.88M -29,700 -4%
IAM
64
Iridian Asset Management
Connecticut
$163M +$159M +684,834 New
HM
65
HealthCor Management
New York
$161M +$94.1M +406,230 +151%
TA
66
Teachers Advisors
New York
$158M -$27.1M -116,985 -15%
VVP
67
Vulcan Value Partners
Alabama
$151M -$155M -667,468 -51%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M +$53.4M +230,519 +57%
Principal Financial Group
69
Principal Financial Group
Iowa
$134M -$2.18M -9,406 -2%
Fidelity International
70
Fidelity International
Bermuda
$132M +$9.23M +39,845 +8%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$130M +$18.7M +80,537 +17%
ClearBridge Investments
72
ClearBridge Investments
New York
$130M -$239K -1,033 -0.2%
JP
73
Jana Partners
New York
$129M -$16.4M -70,725 -12%
O
74
OrbiMed
New York
$127M +$123M +531,800 New
Neuberger Berman Group
75
Neuberger Berman Group
New York
$124M +$21.4M +92,582 +22%

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.