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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
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$51K
BFEC
727
Benjamin F. Edwards & Company
Missouri
$50K
FCB
728
First Command Bank
Texas
$50K
FCFS
729
First Command Financial Services
Texas
$50K
TWA
730
TCI Wealth Advisors
Arizona
$47K
OSNBOA
731
Old Second National Bank of Aurora
Illinois
$46K
FBT
732
First Bank & Trust
South Dakota
$45K +$5.09K +32 +13%
LWM
733
Lenox Wealth Management
Ohio
$44K
WOC
734
West Oak Capital
California
$41.3K
WA
735
WFG Advisors
Texas
$40K -$4.45K -28 -10%
VNA
736
Valley National Advisers
Pennsylvania
$39K
EFSCE
737
Enterprise Financial Services Corp (EFSC)
Missouri
$38K
VCM
738
Versant Capital Management
Arizona
$37K
RFA
739
Reilly Financial Advisors
California
$37K +$27.7K +174 +328%
AWM
740
AllSquare Wealth Management
New York
$35K
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$35K +$159 +1 +0.5%
HDIM
742
Hanson & Doremus Investment Management
Vermont
$33K
FMII
743
Farmers & Merchants Investments Inc
Nebraska
$29K -$15.9K -100 -36%
CBT
744
Central Bank & Trust
Kentucky
$28K
WPA
745
West Paces Advisors
Georgia
$26.3K -$159 -1 -0.6%
HCM
746
Highlander Capital Management
New Jersey
$25K
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$591K -3,713 -96%
QAM
748
QCI Asset Management
New York
$24K
PCP
749
Proficio Capital Partners
Massachusetts
$24K +$19.6K +123 +1,367%
AIM
750
Advantage Investment Management
Iowa
$22K -$3.82K -24 -15%