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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
VF
726
Virtu Financial
New York
$280K +$273K +1,177 New
ACM
727
AlphaStar Capital Management
North Carolina
$276K +$269K +1,161 New
CL
728
CPWM LLC
Washington
$275K
HP
729
Hikari Power
Japan
$271K +$264K +1,140 New
BFS
730
Bradley Foster & Sargent
Connecticut
$267K
HA
731
Hays Advisory
Tennessee
$264K -$22.9K -99 -8%
CWM
732
Chesapeake Wealth Management
Virginia
$264K +$257K +1,110 New
KWA
733
KCS Wealth Advisory
California
$263K +$12.7K +55 +5%
D.E. Shaw & Co
734
D.E. Shaw & Co
New York
$262K -$415K -1,793 -62%
HCM
735
Hengehold Capital Management
Ohio
$257K +$36.6K +158 +17%
WAM
736
Watermark Asset Management
California
$256K
SWA
737
Sutton Wealth Advisors
Florida
$256K
DT
738
Diversified Trust
Tennessee
$255K -$16.7K -72 -6%
CWA
739
Clarus Wealth Advisors
Arizona
$252K
GIA
740
GHP Investment Advisors
Colorado
$251K
SBH
741
Segall Bryant & Hamill
Illinois
$250K +$243K +1,050 New
CGL
742
Clarius Group LLC
Washington
$249K +$242K +1,046 New
BB
743
Busey Bank
Illinois
$247K -$49.6K -214 -17%
OWA
744
One Wealth Advisors
California
$247K -$23.6K -102 -9%
MSR
745
Main Street Research
Connecticut
$245K -$86.1K -372 -27%
GRP
746
Global Retirement Partners
California
$245K +$191K +823 +401%
MWAC
747
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$232 +1 +0.1%
CM
748
Capital Management
Virginia
$238K
EHC
749
Everett Harris & Co
California
$238K
QAM
750
Quantres Asset Management
Cayman Islands
$238K +$232K +1,000 New

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.