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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
CFA
826
Carroll Financial Associates
North Carolina
$84K
FC
827
Ferris Capital
Massachusetts
$83K
JA
828
JOYN Advisors
Georgia
$81K +$12K +52 +18%
BFEC
829
Benjamin F. Edwards & Company
Missouri
$79K +$6.95K +30 +10%
SIS
830
Sound Income Strategies
Florida
$78K +$232 +1 +0.3%
DAM
831
Delta Asset Management
Tennessee
$75K -$3.47K -15 -5%
SCM
832
Silvant Capital Management
Georgia
$75K
AIM
833
Advantage Investment Management
Iowa
$75K +$12.7K +55 +21%
FBT
834
First Bank & Trust
South Dakota
$74K +$22K +95 +44%
1IA
835
1834 Investment Advisors
Wisconsin
$71K
CBT
836
Central Bank & Trust
Kentucky
$71K
FCB
837
First Command Bank
Texas
$71K
FCFS
838
First Command Financial Services
Texas
$71K
CAL
839
Capital Analysts LLC
Pennsylvania
$69K
MSE
840
MUFG Securities EMEA
United Kingdom
$68K -$50.9M -219,714 -100%
TWA
841
TCI Wealth Advisors
Arizona
$66K
WWMSC
842
Wagner Wealth Management (South Carolina)
South Carolina
$66K
WEC
843
Winslow Evans & Crocker
Massachusetts
$66K
PGWM
844
Parisi Gray Wealth Management
New Jersey
$65K
CPA
845
Clear Perspective Advisors
Illinois
$63K
PFA
846
Pathway Financial Advisors
Vermont
$63K
MUS
847
Mitsubishi UFJ Securities
Japan
$62K
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$61K +$2.32K +10 +4%
AA
849
Apriem Advisors
California
$60K +$57.9K +250 New
WOC
850
West Oak Capital
California
$59.5K

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.