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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
RFA
801
Reilly Financial Advisors
California
$132K
CBT
802
Capital Bank & Trust
California
$131K
RFM
803
Royal Fund Management
Florida
$121K
WB
804
Webster Bank
Connecticut
$121K
FHA
805
Flagship Harbor Advisors
Massachusetts
$120K +$117K +505 New
PFBT
806
Parkside Financial Bank & Trust
Missouri
$119K -$38.2K -165 -25%
AA
807
AlphaMark Advisors
Kentucky
$119K
TC
808
Trust Company
Kansas
$119K
AOWM
809
Alpha Omega Wealth Management
Virginia
$117K
CAW
810
Cornerstone Advisors (Washington)
Washington
$116K +$3.71K +16 +3%
AAP
811
Arax Advisory Partners
Colorado
$115K +$695 +3 +0.6%
RE
812
RBC Europe
United Kingdom
$109K
OFS
813
Orrstown Financial Services
Pennsylvania
$109K -$6.95K -30 -6%
CFG
814
Citizens Financial Group
Rhode Island
$106K
CFD
815
Creative Financial Designs
Indiana
$106K
TSW
816
Thompson Siegel & Walmsley
Virginia
$102K
WT
817
Washington Trust
Rhode Island
$100K +$97K +419 New
First Manhattan
818
First Manhattan
New York
$95K
MCM
819
Mainstay Capital Management
Michigan
$95K
PCG
820
Private Capital Group
Connecticut
$95K
PC
821
Polar Capital
United Kingdom
$94.7K -$44.3M -191,188 -32%
LFA
822
Legacy Financial Advisors
Kentucky
$92K +$3.47K +15 +4%
GAM
823
Gemmer Asset Management
California
$87K
AIM
824
Anchor Investment Management
South Carolina
$85.7K
PHK
825
Point72 Hong Kong
Hong Kong
$85K -$393K -1,695 -83%

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.