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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
HFM
851
Harvest Fund Management
China
$58K
VNA
852
Valley National Advisers
Pennsylvania
$58K
MWM
853
Mascoma Wealth Management
New Hampshire
$57K
TCOV
854
Trust Company of Vermont
Vermont
$54K +$38.2K +165 +275%
IBOK
855
Independence Bank of Kentucky
Kentucky
$52K
TIM
856
Tortoise Investment Management
New York
$51K
FGAM
857
Financial Gravity Asset Management
Texas
$50K -$60.2K -260 -58%
AWM
858
AllSquare Wealth Management
New York
$50K
CI
859
CX Institutional
Indiana
$50K +$48.6K +210 New
VCM
860
Versant Capital Management
Arizona
$49K +$695 +3 +1%
HDIM
861
Hanson & Doremus Investment Management
Vermont
$48K
FFC
862
First Financial Corp
Indiana
$45K -$443K -1,912 -91%
OSNBOA
863
Old Second National Bank of Aurora
Illinois
$42K
WPA
864
West Paces Advisors
Georgia
$40.9K +$3.01K +13 +8%
TL
865
TrueWealth LLC
Georgia
$39K +$13.9K +60 +57%
PO
866
Private Ocean
California
$38K -$5.33K -23 -13%
PCP
867
Proficio Capital Partners
Massachusetts
$37K +$1.39K +6 +4%
HCM
868
Highlander Capital Management
New Jersey
$36K
GFP
869
Gryphon Financial Partners
Ohio
$35K -$463 -2 -1%
CFA
870
Camarda Financial Advisors
Florida
$34K
KJWM
871
Kiley Juergens Wealth Management
Washington
$34K +$34K +147 New
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
IWP
873
Icon Wealth Partners
Texas
$33K +$32.2K +139 New
GWS
874
Glassman Wealth Services
Virginia
$31K +$695 +3 +2%
Carson Wealth (CWM LLC)
875
Carson Wealth (CWM LLC)
Nebraska
$30K +$21.3K +92 +263%

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.