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Elevance Health

734 hedge funds and large institutions have $29.2B invested in Elevance Health in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 290 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

8% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 290

1.28% less ownership

Funds ownership: 90.65%89.37% (-1.3%)

3% less funds holding

Funds holding: 759734 (-25)

7% less capital invested

Capital invested by funds: $31.3B → $29.2B (-$2.12B)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

32% less call options, than puts

Call options by funds: $122M | Put options by funds: $181M

Holders
734
Holders Change
-25
Holders Change %
-3.29%
% of All Funds
19.59%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
57
Increased
268
Reduced
290
Closed
71
Calls
$122M
Puts
$181M
Net Calls
-$58.7M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
776
FDx Advisors
Illinois
-$574K -4,372 Closed
LPC
777
Loeb Partners Corp
New York
-$525K -4,000 Closed
LMAM
778
Legg Mason Asset Management
Japan
-$500K -3,800 Closed
PL
779
Perpetual Ltd
Australia
-$446K -3,395 Closed
SBA
780
Seven Bridges Advisors
New York
-$415K -3,159 Closed
MIM
781
Marco Investment Management
Georgia
-$407K -3,100 Closed
DTL
782
Dynamic Technology Lab
Singapore
-$359K -2,733 Closed
EMG
783
Ellington Management Group
Connecticut
-$302K -2,300 Closed
WP
784
WealthSource Partners
California
-$284K -2,160 Closed
TF
785
Tompkins Financial
New York
-$271K -2,060 Closed
CC
786
CQS Cayman
Cayman Islands
-$263K -2,000 Closed
TRCT
787
Tower Research Capital (TRC)
New York
-$257K -1,956 Closed
GC
788
Garde Capital
Washington
-$243K -1,850 Closed
VFA
789
Voya Financial Advisors
Connecticut
-$228K -1,737 Closed
PAIA
790
Park Avenue Institutional Advisers
New York
-$216K -1,645 Closed
SSG
791
Summit Securities Group
New York
-$210K -1,600 Closed
CM
792
Capital Management
Virginia
-$206K -1,568 Closed
SPC
793
Sigma Planning Corp
Michigan
-$203K -1,546 Closed
CL
794
CPWM LLC
Washington
-$203K -1,543 Closed
IR
795
Invictus RG
Bermuda
-$133K -1,013 Closed
GC
796
Globeflex Capital
California
-$52K -398 Closed
CAL
797
Capital Analysts LLC
Pennsylvania
-$49.4K -376 Closed
ST
798
Spot Trading
Illinois
-$14.3K -111 Closed
KPCM
799
Kings Point Capital Management
New York
-$12K -92 Closed
FAM
800
Fred Alger Management
New York
-$12K -91 Closed