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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
FPFS
751
First Personal Financial Services
North Carolina
$21K +$7K +44 +55%
MWM
752
Mascoma Wealth Management
New Hampshire
$19K
BKA
753
Brick & Kyle Associates
Pennsylvania
$17K
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
BIG
755
Bellwether Investment Group
Tennessee
$17K +$2.7K +17 +20%
WAS
756
WESPAC Advisors SoCal
California
$16.5K
PMFA
757
Plante Moran Financial Advisors
Michigan
$16K
KIG
758
Kessler Investment Group
Indiana
$15K
HFM
759
Hartford Financial Management
Connecticut
$13K -$10.5K -66 -45%
CHP
760
Cable Hill Partners
Oregon
$13K -$1.43K -9 -10%
MA
761
MCF Advisors
Kentucky
$12K +$159 +1 +1%
IAS
762
INR Advisory Services
Pennsylvania
$11K +$10.5K +66 New
BBHC
763
Brown Brothers Harriman & Co
New York
$11K +$10.7K +67 New
ZB
764
Zions Bancorporation
Utah
$10K -$32.9K -207 -78%
HIM
765
Hillsdale Investment Management
Ontario, Canada
$10K
TFO
766
Tarbox Family Office
California
$10K
GBT
767
Grove Bank & Trust
Florida
$9K -$47.7K -300 -84%
Loomis, Sayles & Company
768
Loomis, Sayles & Company
Massachusetts
$9K +$8.43K +53 New
CCM
769
Cribstone Capital Management
Maine
$8K
WC
770
Whitnell & Co
Illinois
$8K
GRP
771
Global Retirement Partners
California
$8K +$1.91K +12 +33%
NYLT
772
New York Life Trust
New York
$7K -$143K -899 -95%
WCM
773
Wealthcare Capital Management
Virginia
$7K -$2.39K -15 -25%
GAM
774
Guinness Asset Management
United Kingdom
$7K
LWM
775
LBA Wealth Management
Florida
$7K