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Elevance Health
ELV
ELV
795 hedge funds and large institutions have $39.4B invested in Elevance Health in 2017 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 266 increasing their positions, 324 reducing their positions, and 65 closing their positions.
New
Increased
Maintained
Reduced
Closed
35% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 65
26% more funds holding in top 10
Funds holding in top 10: 27 → 34 (+7)
17% more capital invested
Capital invested by funds: $33.7B → $39.4B (+$5.63B)
2% more funds holding
Funds holding: 783 → 795 (+12)
0.89% more ownership
Funds ownership: 89.13% → 90.01% (+0.89%)
2% less call options, than puts
Call options by funds: $217M | Put options by funds: $222M
18% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 324
Holders
795
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
19.79%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
88
Increased
266
Reduced
324
Closed
65
Calls
$217M
Puts
$222M
Net Calls
-$4.91M
Net Calls Change
+$60.3M
Top Buyers
| 1 |
BlackRock
New York
|
+$3.49B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$328M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$246M |
| 4 |
SC
Sculptor Capital
New York
|
+$185M |
| 5 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$152M |
Top Sellers
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$210M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$188M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$185M |
| 4 |
Two Sigma Investments
New York
|
-$165M |
| 5 |
Two Sigma Advisers
New York
|
-$152M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
851
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$21K | -130 | Closed |
|
|
EF
852
Empirical Finance
Havertown,
Pennsylvania
| – | -$18K | -124 | Closed |
|
|
FAN
853
Financial Advisors Network
Tustin,
California
| – | -$18.8K | -122 | Closed |
|
|
M
854
MOTCO
San Antonio,
Texas
| – | -$15K | -105 | Closed |
|
855
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$12K | -80 | Closed |
|
|
IWA
856
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$8K | -55 | Closed |
|
|
DSN
857
D. Scott Neal
Lexington,
Kentucky
| – | -$5K | -37 | Closed |
|
|
DPA
858
Delphi Private Advisors
San Diego,
California
| – | -$2K | -15 | Closed |
|
|
TCOV
859
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$2K | -12 | Closed |
|
|
BWP
860
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$1K | -7 | Closed |
|