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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
HK
776
Horizon Kinetics
New York
$201K +$196K +846 New
GWCM
777
Godshalk Welsh Capital Management
Pennsylvania
$200K +$195K +840 New
BFC
778
Bedel Financial Consulting
Indiana
$198K -$3.47K -15 -2%
TFA
779
Transamerica Financial Advisors
Florida
$192K -$5.69M -24,572 -97%
FHA
780
First Horizon Advisors
Tennessee
$192K +$21.3K +92 +13%
HL
781
Harding Loevner
New Jersey
$190K
BCWM
782
Bartlett & Co Wealth Management
Ohio
$187K
BC
783
Bartlett & Co
Ohio
$187K
MCM
784
Manchester Capital Management
Vermont
$185K -$5.33K -23 -3%
OIA
785
OneDigital Investment Advisors
Kansas
$182K -$43.8K -189 -20%
SIC
786
Salem Investment Counselors
North Carolina
$179K
MIFH
787
Migdal Insurance & Financial Holdings
Israel
$177K +$167K +721 +3,135%
SPL
788
Smart Portfolios LLC
Washington
$174K
GLI
789
Guardian Life Insurance
New York
$168K +$26.6K +115 +19%
ADL
790
Asset Dedication LLC
California
$165K -$62.5K -270 -28%
AF
791
Advisornet Financial
Minnesota
$161K -$9.03K -39 -5%
WAP
792
Wealthcare Advisory Partners
Pennsylvania
$161K +$22K +95 +16%
SPIA
793
Steward Partners Investment Advisory
New York
$152K +$47.5K +205 +47%
FEG
794
Financial Enhancement Group
Indiana
$151K
CAM
795
ClariVest Asset Management
California
$143K -$7.18K -31 -5%
KA
796
Kaizen Advisory
Illinois
$142K +$80.6K +348 +139%
CF
797
Centaurus Financial
California
$142K +$138K +597 New
FIB
798
First Interstate Bank
Montana
$134K
SNT
799
Security National Trust
West Virginia
$133K -$5.79K -25 -4%
FL
800
Fort LP
Maryland
$132K -$1.33M -5,759 -91%

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.