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Elevance Health
ELV

909 hedge funds and large institutions have $50.8B invested in Elevance Health in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 268 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

18% more capital invested

Capital invested by funds: $43.1B → $50.8B (+$7.62B)

8% more funds holding

Funds holding: 844 → 909 (+65)

1.46% more ownership

Funds ownership: 86.54% → 88% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 359

58% less call options, than puts

Call options by funds: $146M | Put options by funds: $349M

Holders
909
Holders Change
+65
Holders Change %
+7.7%
% of All Funds
20.62%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.75%
New
138
Increased
268
Reduced
359
Closed
65
Calls
$146M
Puts
$349M
Net Calls
-$203M
Net Calls Change
-$40.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
JP Morgan Chase
JP Morgan Chase
New York
+$193M
4
Goldman Sachs
Goldman Sachs
New York
+$193M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$225M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$197M
3
TP
Third Point
New York
-$186M
4
BlackRock
BlackRock
New York
-$167M
5
GCM
Glenview Capital Management
New York
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
876
Farmers National Bank
Kentucky
$15K +$14.5K +68 New
ST
877
Smithfield Trust
Pennsylvania
$14K +$13.8K +65 New
CCM
878
Cribstone Capital Management
Maine
$13K +$1.49K +7 +14%
FAM
879
Fred Alger Management
New York
$13K +$12.1K +57 New
SMG
880
Spectrum Management Group
Indiana
$11K – – –
WC
881
Whitnell & Co
Illinois
$11K – – –
GT
882
Greenleaf Trust
Michigan
$10K -$672K -3,156 -99%
FPFS
883
First Personal Financial Services
North Carolina
$10K – – –
WCM
884
Wealthcare Capital Management
Virginia
$10K – – –
HIM
885
Hillsdale Investment Management
Ontario, Canada
$9K -$426K -2,000 -98%
BWA
886
BDO Wealth Advisors
Florida
$9K – – –
GAM
887
Guinness Asset Management
United Kingdom
$9K – – –
AWA
888
Acorn Wealth Advisors
Michigan
$9K +$8.31K +39 New
QAM
889
QCI Asset Management
New York
$8K -$21.3K -100 -73%
AC
890
Avestar Capital
New York
$8K +$8.52K +40 New
CP
891
Corbenic Partners
Pennsylvania
$6K – – –
BBHC
892
Brown Brothers Harriman & Co
New York
$6K +$5.54K +26 New
NR
893
Newfound Research
Massachusetts
$5K -$213 -1 -5%
BWM
894
Baystate Wealth Management
Massachusetts
$5K – – –
RPC
895
Rossmore Private Capital
Connecticut
$4.95K +$4.69K +22 New
OC
896
Oakworth Capital
Alabama
$4K – – –
AF
897
Allworth Financial
California
$3K – – –
MFT
898
Moisand Fitzgerald Tamayo
Florida
$3K – – –
MCM
899
MV Capital Management
Maryland
$3K – – –
OFW
900
Omnia Family Wealth
Florida
$3K – – –
34 35
36
37 38

ELV Hedge Fund Activity: Q4 2017 in Review

909 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2017, worth a combined $50.8B — up 18% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ELV positions and 65 closed out — a net gain of 73 holders — while 268 added to existing stakes and 359 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was EdgePoint Investment Group, cutting an estimated $225M.

  • 909 institutional investors held Elevance Health (ELV) as of Q4 2017, up from 844 in Q3 2017.
  • Funds reported $50.8B of Elevance Health stock for Q4 2017, up 18% quarter-over-quarter.
  • 138 funds opened new Elevance Health positions in Q4 2017 and 65 closed out, a net change of +73 holders.
  • The largest Elevance Health buyer in Q4 2017 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Elevance Health seller in Q4 2017 was EdgePoint Investment Group, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2017.