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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
SMG
751
Spectrum Management Group
Indiana
$237K
BJL
752
Brighton Jones LLC
Washington
$236K +$230K +992 New
CWM
753
Cornerstone Wealth Management
Missouri
$235K +$13M +55,994 New
IIM
754
Intact Investment Management
Quebec, Canada
$233K +$227K +980 New
AWP
755
Ascent Wealth Partners
New York
$227K -$2.32K -10 -1%
Lido Advisors
756
Lido Advisors
California
$227K +$4.17K +18 +2%
SCM
757
Schnieders Capital Management
California
$225K
LNC
758
Lincoln National Corp
Pennsylvania
$220K -$74.6K -322 -26%
GJIC
759
Gamble Jones Investment Counsel
California
$220K -$22.9K -99 -10%
VFP
760
Verus Financial Partners
Virginia
$219K -$15.3K -66 -7%
SFA
761
Sequoia Financial Advisors
Ohio
$219K +$213K +920 New
EA
762
Edge Advisors
Georgia
$218K -$130K -561 -38%
HB
763
Homrich & Berg
Georgia
$218K +$212K +916 New
GCA
764
Gideon Capital Advisors
New York
$217K +$211K +911 New
CIP
765
Convergence Investment Partners
Florida
$216K +$695 +3 +0.3%
Fuller & Thaler Asset Management
766
Fuller & Thaler Asset Management
California
$214K
PA
767
Prism Advisors
California
$212K -$21.5K -93 -10%
BSW
768
Buckingham Strategic Wealth
Missouri
$211K +$205K +886 New
SHA
769
Seneca House Advisors
Virginia
$208K +$202K +874 New
1WA
770
180 Wealth Advisors
Washington
$206K -$68.1K -294 -25%
SXL
771
Summit X LLC
Missouri
$204K +$197K +851 New
PAM
772
Paradigm Asset Management
New York
$202K
WI
773
Wintrust Investments
Illinois
$202K +$197K +850 New
CIAS
774
Capital Investment Advisory Services
North Carolina
$201K +$195K +843 New
B
775
Bridgeworth
Alabama
$201K +$196K +846 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.